Case studies
Selected work
Case studies across BI, analytics, data foundations, automation, and practical AI, focused on the problem, the decisions behind the solution, and how it works in practice.
Much of the work shown here was designed and built directly by me, then adapted or implemented in different client environments. Client identities and deployment-specific details are omitted where confidential.
01
Lama AI BI Agent: From Business Questions to Decision-Ready Insights
A governed AI BI agent that turns natural-language business questions into traceable analysis without abandoning trusted metric logic.
- SQL Server
- n8n
- AI/LLM
- JavaScript
- JSON
- Semantic Layer
02
AI Analysis for Your Business: Automated Executive Reporting
A controlled reporting workflow that turns trusted business data into a branded monthly executive briefing with analysis and automatic delivery.
- Microsoft SQL Server
- n8n
- OpenAI
- HTML/CSS
- Email Automation
03
Interactive P&L Statement Dashboard
A modern financial decision view that makes the P&L easier to read, discuss and act on than a static statement.
- Tableau
- Financial Analytics
- Data Visualization
04
AR & Collections Intelligence: From Receivables Data to Decision-Ready Control
A governed AR and collections intelligence solution that turns accounting transactions into a clear view of exposure, aging, collections, cheque positions and cash performance.
- Microsoft SQL Server
- SQL Server Integration Services (SSIS)
- ETL
- Tableau
- Power BI
05
Retail Performance Monitor: Real-Time Sales & Cash Visibility for Multi-Branch Store Owners
A decision-ready retail dashboard built in Tableau that brings branch sales, cash activity, returns, top items and store KPIs into a single operational view.
- Tableau
06
Budget One: Connected Excel Budgeting with a Single Source of Truth
Keep Excel as the planning interface while ERP information, budget data, dashboards, and formal reports work from the same governed financial foundation.
- Microsoft Excel
- VBA
- Macro-enabled Excel
- SQL Server
- Tableau
- SSRS
07
Executive Sales Performance Dashboard with Multi-Dimensional Analysis
An executive sales story designed to move from the headline performance view into the dimensions that explain it.
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