Selected Projects

---

The client faced several persistent issues:

• Disconnect between long-term strategic plans and annual budget execution, especially across the 5–7 year planning horizon.
• Difficulty tracking fiscal year budget requirements from initial planning through to execution, including identifying and reallocating excess funds.
• Manual, time-consuming responses to Congressional budget queries from the Senate and House Armed Services Committees.

We implemented a solution that maximized the use of Microsoft applications and embedded AI capabilities, avoiding the need for costly new platforms:

• Microsoft Power Platform (Power BI, Power Automate, Power Apps) was used to collect, track, and audit requirements.
• Automated workflows were introduced to improve tracking, notifications, and awareness across departments.
• Real-time dashboards provided visibility into expenditures and available excess funds for reallocation.

The impact was both measurable and transformative:

• Achieved near 100% execution of budgetary allocations, meeting Congressionally mandated benchmarks and avoiding penalties.
• Enabled multi-departmental collaboration by linking spend plans to live execution data.
• Recovered and reallocated multi-million-dollar excesses, optimizing resource use.
• Provided decision-making space for leaders and analysts through timely, data-driven insights.
• Delivered concise, auditable responses to Congressional inquiries, backed by real-time data.

The client faced several persistent issues:

• Lack of foundational tools to define end to end accountability and measurements to enable scale and consistency across the organization
• Establishment of process life cycle practices for standardization and increased transparency
• Data driven process improvement framework to eliminate complexity and reduce risk

Four phase program established to 

• Create queryable repository of process loads and data mapped to resources
• Process engineering culture and community of excellence 
• Multiple maturity work streams  and work stream champions established to drive change organization wide 

The impact was both measurable and transformative:

• Purpose built process inventory to capture over 1,000 individual processes
• Senior leader view and understanding of true cost of operation and leveraging strengths to provide organizations clients with better products and services
• Reduction in risk by eliminating and replacing several hundred user defined technologies