Resources
Case Study 1: Software Business — Financial & Operating Stabilization
Situation:
A growing software business was experiencing margin volatility, cash unpredictability, and operational friction. Leadership lacked confidence in the profit and loss statement, and workflows across finance, delivery, and banking were fragmented.
Key Challenges:
Unreliable and delayed P&L reporting
Gross margin erosion of ~6–8 percentage points
Inconsistent cash forecasting accuracy
Manual workflows slowing close and decision cycles
Approach:
Rebuilt and balanced the profit and loss to reflect true unit economics
Identified and eliminated margin leakage across delivery and resourcing
Consolidated and moved banking relationships to align with cash cycles
Streamlined finance-to-operations workflows
Quantified Outcomes:
Gross margin improvement of ~7 percentage points
Month-end close reduced from ~15 days to under 5 days
Cash visibility improved from weekly to daily forecasting
Banking and workflow changes reduced finance operating effort by ~30%
Case Study 2: Complementary Health Manufacturer — Full Turnaround
Situation:
A complementary health manufacturer was losing approximately $8M per year due to inefficient operations, a fragmented supply chain, and limited cost visibility.
Key Challenges:
~$8M annual operating losses
Manufacturing inefficiency and excess labor hours
Long production lead times and high inventory holding costs
Fragmented supplier base increasing cost and variability
Approach:
Introduced lean manufacturing techniques including takt time and line balancing
Rebuilt the profit and loss to expose true product and process costs
Streamlined the end-to-end supply chain and supplier base
Simplified internal processes to support scale
Quantified Outcomes:
$8M annual losses eliminated within 18 months
Manufacturing labor productivity improved by ~35–40%
Inventory turns increased by ~2.5x
Revenue scaled from ~$45M to ~$300M over 3 years
Case Study 3: A tier one flower company
Situation:
Mellano Flowers operates in a high-volume, perishable supply chain where small inefficiencies quickly erode margin. SKU proliferation and labor variability reduced visibility and control.
Key Challenges:
Hundreds of active SKUs with inconsistent margin contribution
Labor cost volatility tied to volume swings
Limited SKU-level profitability visibility
Non-standardized operating cadence across shifts
Approach:
Conducted SKU-level margin and complexity analysis
Rebalanced labor models to align with volume and perishability
Streamlined receiving, processing, and fulfillment workflows
Introduced standardized operating cadence and performance metrics
Quantified Outcomes:
Identified bottom ~20% of SKUs contributing minimal or negative margin
Labor cost per unit reduced by ~15–20%
Throughput consistency improved, reducing spoilage and rework
Management reporting cycle reduced from weekly narrative to daily metrics
