Skip to content

Case Studies

How to read this work.

Each case study is framed around the delivery constraint, what changed because of the work, and why it matters. Start with the problem closest to what you are dealing with, then scan the relevant examples.

Start here

What are you trying to solve?

Choose the problem theme closest to your current challenge.

Performance

Performance tuning

Dashboards too slow for daily use, or datasets that do not scale.

Governance

Data quality and governance visibility

Data quality invisible to stakeholders, or governance without shared evidence.

Modernization

Reporting modernization

Legacy reports to migrate, reporting architecture to establish, or dashboards to rebuild.

Anonymized trading analytics reporting frame

Reporting Modernization

Trading Analytics and Compliance Reporting

My role

Senior Power BI development across report design, modeling, DAX, and testing

Constraint

Multi-party CTRM rollout with complex data dependencies and near-real-time reporting expectations

What changed

A new CTRM platform gained a validated reporting layer for middle-office and finance users across exception, compliance, and P&L monitoring

Why this matters

Shows specialist reporting delivery in a complex multi-party environment, including data-validation discipline and stakeholder sign-off

reporting-modernization trading-analytics compliance-reporting
Read case study
Anonymized customer 360 dashboard frame

Dashboard Design

Customer 360 Lead-Generation Dashboard

My role

Dashboard design, prototyping, and stakeholder walkthroughs

Constraint

Fragmented customer, product, and insurance data across systems

What changed

A cross-sell workflow moved from fragmented analysis to a single drillable customer 360 dashboard

Why this matters

Shows end-to-end dashboard design, data modeling, and adoption-focused iteration rather than a static build

dashboard-design customer-analytics lead-generation
Read case study
Portfolio-safe report modernization frame

Reporting Modernization

Reporting Modernization: Cognos to Power BI Paginated Reports

My role

End-to-end migration delivery with multinational stakeholders

Constraint

10+ legacy Cognos reports with fragile maintenance model

What changed

Reports migrated to Power BI Paginated Reports with improved maintainability

Why this matters

Enterprise-scale migration, not a one-off conversion

report-migration paginated-reports cognos-modernization
Read case study

Semantic model engineering

Semantic model engineering and validation

Models that need source control, validation, or structured review before deployment.

AI-assisted BI

AI-assisted BI workflows

AI interest that needs honest scoping, a POC, or review-controlled guardrails.

Contact

Want the same standard applied to your reporting or semantic model work?

Reach out if you need modernization, performance improvement, governance visibility, or a more engineering-minded Power BI workflow.