Case studies

Deep dives on the operating engagements.

The two flagship transformations on the homepage get full case studies here. Plus the SEOD consulting practice and the seven-day pre-interview Bay Area Youth Foundation build.

Transformation 01 · franchise portfolio · multi-state

Hana Group · 21 units, six states, zero penalties

Regional operations across 21 franchise units inside Whole Foods, Walmart, Sam's Club, and Target host environments. Opened 12+ new stores in one year. Standardized operating playbook, redesigned KPI tracking, and built the regulatory framework that sustained zero penalties across six state inspection regimes.

21Franchise Units $36MP&L Ownership 6States
Transformation 02 · hospitality · operational reset

Zareen's · 3 to 5 locations, $4.9M operating profit

Hospitality group recognized by the Michelin Guide during the engagement window. Complete operational reset: SOPs for 215 employees, financial controls that improved audit readiness, labor redesign that lifted productivity thirty percent without service impact. Portfolio went from three locations to five plus catering in eleven months.

3 → 5Locations $4.9MOp Profit · 11mo 30%Productivity Lift
Independent practice · ops + AI consulting

SEOD · Operations and AI consulting

The practice I run on my own time. Operating prompts I publish, dashboards I build for multi-unit operators, workflow architecture I deploy with clients. The published prompts run on a Mon/Wed/Fri cadence and have been adopted by other operators.

SEODPractice MWFCadence LiveWorking Artifacts
Pre-interview build · seven days · mission-driven

Bay Area Youth Foundation · seven-day working development office

Bay Area Youth Foundation, a 42-year-old faith-based youth nonprofit, wanted to double annual fundraising from $1.5M to $3M and was hiring a Director of Development. I walked in with the working version of what the development office could look like on day one: a live donor CRM, a board-grade dashboard, an operations playbook, and a 12-slide live-pitch deck. BAYF is the anonymized client name.

7 daysBuild Window $3MFundraising Target SoloBuild Team
Deep individual case studies for Hana Group, Zareen's, and SEOD are being expanded. The Bay Area Youth Foundation case study is fully built and live now. Other deep case pages are linked above and reach back to this index.