Case Study
AI Product Analysis for Online Retail
Problem
An online retailer managing tens of thousands of products lacked visibility into which products were worth advertising, leading to wasted ad spend, low-margin sales, and lost opportunities in certain sales channels.
Solution
Developed an AI-driven analysis that merged multiple data sources into a unified model. Defined a set of product KPIs to remove poor performing products and prioritize products based on expected margin.
Outcome
Over 250 products were identified for advertising on additional channels. The business saw a noticeable uptick in sales and a nearly doubling of margin values.
Case Study
Chargebee to Stripe Migration
Problem
Chargebee was unable to support the client’s need for highly customized subscription types and needed to migrate to Stripe. However, the existing team had no Stripe experience.
Solution
The multi-month migration of subscription data required managing a team of developers through Stripe onboarding, code reviews, and rollout phases.
Outcome
The client saw a dramatically reduced reliance on billing-support and a reduction of time spent troubleshooting. The outcome was able to boost internal confidence in building on Stripe’s ecosystem, unlocking new business opportunities.
Case Study
Subscription Based In-App Local Tax Collection
Problem
A subscription billing system required local sales-tax that the business was absorbing. Progress had stalled due to the complexity of jurisdiction-specific rules and a lack of a clear project plan.
Solution
Performed an audit of existing code, salvaging key modules, and rebuilt the billing workflow with a comprehensive project plan, timelines, and documentation with integration to Avalara’s tax-calculation API.
Outcome
Delivered the fully automated local-tax-collection feature in just six months, ending a multi-year delay shifting $2.2 million in annual sales-tax expense to customers.
Case Study
Bug Tracking for a Digital Agency
Problem
A client submitted bug requests through Zendesk while the agency tracked work in Jira. There was no unified view of priorities or statuses. This led to duplicated inquiries, unclear ownership, and growing frustration.
Solution
Using Google Sheets as the hub, Zendesk requests were synced with Jira tickets. A real-time metrics dashboard with priority and expected completion date was created for the client.
Outcome
Over three months, the number of outstanding customer-reported bugs dropped by 50%. The real-time reporting boosted client confidence reducing follow-up escalations.
Case Study
Financial AdvisorTech Directory
Oversaw development of the first MVP of Kitces’ Financial AdvisorTech Directory. This interactive directory allowed financial advisors to create a tech stack for their firm which included everything from CRMs to portfolio management, to marketing, and investment analytics. The system would then give feedback on recommendations, tools that overlap, or areas of services that have gaps. Additionally, the platform provided recommendations for different types of firms such as if your firm was a startup, running it alone, or you had multiple advisors.
https://fintech.kitces.com/
Case Study
Process and Responsibility Documentation in a Digital Agency
Problem
A delivery team at a development agency faced frequent project delays, miscommunications, duplicated effort, and extensive rework due to unclear roles and evolving expectations.
Solution
I developed a comprehensive encyclopedia of roles & responsibilities, standardized meeting agendas, how-tos for custom tools & reports, and outlined workflows and deliverables by role.
Outcome
The business saw reduced time-to-delivery on client projects with reduced meeting time spent chasing deliverables and clarifying ownership.
Overall, it eliminated duplicative work and minimized rework hours.
Case Study
Implementing Agile for Business Intelligence
Problem
The BI department relied on a single Kanban board with hundreds of old and low-priority tickets mixed with business-critical work. The stakeholders had little visibility into delivery status and the team struggled to manage their work.
Solution
Triaged all tickets into two-week sprints. Trained the team on agile principles and held 1:1 coaching meetings with the department head. Plus implemented agile procedures for continuous improvement.
Outcome
The team began completing more tickets in less time. Stakeholders had less escalations, thanks to clearer priorities and more predictable delivery.
Case Study
Ecommerce Revamp for Signature Motorsports
Signature Motorsports sells aftermarket car parts and accessories including engines, racing suspensions, high performance exhausts, brakes, etc., with nearly 100,000 SKUs. The goal was to revamp the BigCommerce instance to improve support and sales:
– Installing a new payment processor (Stripe)
– A new sitewide SEO strategy
– Automating product inventory management and vendor product data
– Updates to product fulfillment process
– Automating product descriptions and improving item specific SEO (ChatGPT)
https://signaturemotorsports.com/