OptimizeConsulting
Case Studies

Real engagements. Measurable results.

Each project started with a business problem — not a technology. Here is what the problem was, what I did, and what happened.

Government ComplianceUganda Tax Compliance

Uganda Tax Compliance

The government knew they were leaking revenue. Our analysis showed only a 2% compliance rate. They needed a system never built before — one that would identify the tax cheaters across 8 disconnected government databases.

Result

Tax revenue +36% in first 7 months · largest quarter ever recorded · 30% under budget

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LegalTech · AI StrategyRose Bowlus Law — CTO & AI Strategy

Rose Bowlus Law — CTO & AI Strategy

As AI tools became accepted and adopted, a boutique law firm faced a challenge unique to the legal profession: ABA Model Rules, California Bar guidance, and CCPA govern exactly what AI can and cannot do with client data. Adopting AI carelessly risked disciplinary action or bar sanctions. Doing nothing meant falling behind.

Result

Complete AI governance framework delivered · AI software vendor requirements, Use Policy, and Ethics Guide live · new AI tools evaluated, approved, and onboarded

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Transformation · AI · CPOE-Commerce Medical Lab Platform

E-Commerce Medical Lab Platform

Revenue growth had begun to slow while internal operations were stretched terribly thin. Most new clients abandoned enrollment before completing it, the pipeline ran on spreadsheets, and there was no CRM — a small team holding together a platform that was starting to buckle under its own demand.

Result

Enrollment 33% → 92% · revenue/employee $800K → $1.2M · partners +325% · revenue +66% via AI · zero headcount added

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Product Turnaround · HealthcareFICO Insurance Fraud Manager

FICO Insurance Fraud Manager

The product had been unprofitable for 7 consecutive years despite processing over a billion healthcare claim lines per scoring event for major payers including Anthem, Kaiser, and McKesson. The product, the messaging, and the go-to-market all needed to change.

Result

Revenue doubled · 27% EBITDA · 7 consecutive losing years reversed

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Product Rescue · Enterprise SaaSSyntricity Engineering Analytics

Syntricity Engineering Analytics

The flagship analytics platform was out-of-date and losing customers every quarter. Their largest customer ingested 3 billion measurements and 3,000 files per day — a scale the legacy product could not handle. Without a modern replacement, the company had no future.

Result

27 PRDs · new product suite launched · company returned to cash flow positive

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New Product · HealthcareNew Medicare Advantage Product

New Medicare Advantage Product

A Medicare Advantage company was experiencing declining revenue on their largest product, Retrospective. They needed a new product, and needed to ramp it quickly to offset declining revenue from its flagship product.

Result

3500% growth · $500K to $18M in two years · deal close rates +100%

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AI Build · In DevelopmentBuilding Code Wizard

Building Code Wizard

Building codes are fragmented across dozens of jurisdictions, buried in PDFs, HTML tables, and scanned documents — and a single property question may require synthesizing municipal code, state law, zoning overlays, fire hazard zones, and utility standards all at once. No tool exists to answer these questions accurately with citations.

Result

In active development · 68+ jurisdictions · 100+ code tables · 1M+ permit records · full-stack AI built end to end

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