Consulting-Style Case Study

Strategic Case Studies

Real-world systems designed to identify risk, drive decisions, and improve business outcomes.

Each project is structured as a consulting-style engagement, highlighting problem-solving, analytics, and execution.

Case Study Portfolio

Select a project to explore the full engagement breakdown.

Driving proactive retention through data and operational visibility

Customer Success Command Center

Customer SuccessAnalyticsOperations

+19 pts

SLA improvement

-25%

Escalations

Improved

Risk visibility

Designed a centralized system to track customer health, identify risk signals, and enable proactive intervention.

Improving SLA performance and operational efficiency through data-driven insights

Support Operations Intelligence Dashboard

Data AnalyticsOperationsSupport Strategy

68%→94%

SLA Compliance

-30%

Resolution Time

-40%

Ticket Backlog

Built a data-driven dashboard to analyze support operations, track SLA performance, and identify bottlenecks affecting efficiency and customer satisfaction.

Operational analytics and customer health scoring to improve retention visibility and executive decision-making

Customer Retention & Revenue Intelligence Platform

Data AnalyticsCustomer SuccessOperations IntelligenceExecutive Reporting

42%→89%

Health Visibility

-28%

Escalations

+65%

Revenue Risk Visibility

Unified support, engagement, and SLA signals into an executive-grade platform for churn risk, revenue-at-risk modeling, and retention prioritization.

Featured Case Study

Customer Success Command Center

End-to-end system for identifying customer risk and driving proactive retention strategies

Executive Summary

Customer data was scattered across disconnected tools, limiting the team's ability to identify at-risk accounts. This project delivered a unified command center that consolidated health scores, ticket analytics, and SLA tracking — resulting in a 19-point SLA improvement and 25% reduction in escalations.

The Problem

  • Customer health data fragmented across 4+ tools
  • No early-warning system for churn risk
  • Reactive workflows leading to missed escalations
  • Limited visibility into SLA compliance trends

The Approach

Built a multi-layered system combining automated health scoring, ticket sentiment analytics, and real-time SLA dashboards. Designed intake workflows to centralize reporting and enable cross-functional decision-making.

Key Insights

  • Accounts with 3+ unresolved tickets in 30 days had 4× churn risk
  • CSAT scores below 3.5 strongly correlated with non-renewal
  • Ticket volume spikes preceded escalations by an average of 12 days

Business Decisions

Enabled proactive outreach for at-risk accounts, restructured escalation workflows, and introduced weekly health review cadences that improved cross-team alignment on retention strategy.

Impact

SLA Compliance

72% → 91%

+19 percentage points

Escalations

-25%

Reduced high-risk cases

At-Risk Accounts

18% → 13.5%

Improved retention outlook

What This Demonstrates

  • Data-driven decision-making
  • Customer success strategy
  • Operational execution
  • Technical implementation

Business Outcome Summary

Problem

Fragmented customer data prevented the CS team from identifying churn risk early.

Solution

Unified health scoring, ticket analytics, and SLA tracking into a single command center.

Operational Impact

Proactive outreach for at-risk accounts and weekly health review cadences.

Result

+19 pt SLA improvement and 25% reduction in escalations.

Case Study #2

Support Operations Intelligence Dashboard

Improving SLA performance and operational efficiency through data-driven insights

Executive Summary

Built a data-driven dashboard to analyze support operations, track SLA performance, and identify bottlenecks affecting efficiency and customer satisfaction.

The Problem

  • Limited visibility into support performance metrics
  • SLA breaches not clearly tracked or prioritized
  • Inefficient ticket resolution workflows
  • Lack of executive-level reporting

The Approach

  • Designed a dashboard to track ticket volume, SLA compliance, and resolution times
  • Aggregated support data into key KPIs
  • Created visualizations for trend analysis and bottleneck identification
  • Enabled filtering by category, severity, and time

Key Insights

  • High ticket volume periods directly correlated with SLA breaches
  • Certain ticket categories (Access, Bug issues) drove the majority of delays
  • Peak hours lacked sufficient resource allocation

Business Decisions

  • Reallocate resources during peak ticket periods
  • Prioritize high-impact ticket categories
  • Introduce SLA alerting for critical tickets
  • Optimize workflows for recurring issue types

Impact

SLA Compliance

68% → 94%

+26 percentage points

Avg Resolution Time

-30%

Faster ticket closure

Ticket Backlog

-40%

Reduced queue buildup

Reporting Visibility

Significantly Improved

Executive-level dashboards

What This Demonstrates

  • Strong data analysis and KPI tracking
  • Ability to translate data into operational improvements
  • Experience designing dashboards for decision-making
  • Understanding of support and service operations

Business Outcome Summary

Problem

Support leadership lacked visibility into SLA breaches and bottlenecks.

Solution

Built a KPI dashboard tracking volume, SLA compliance, and resolution time with category drilldowns.

Operational Impact

Reallocated peak-hour resources and prioritized high-impact ticket categories.

Result

SLA compliance 68% → 94%, resolution time -30%, backlog -40%.

Case Study #3

Customer Retention & Revenue Intelligence Platform

Using operational analytics and customer health scoring to improve retention visibility and executive decision-making

Executive Summary

Built a centralized customer intelligence platform that identifies churn risk, tracks SLA performance, monitors engagement, and improves operational visibility for leadership. Combines support operations, customer success metrics, and executive reporting into a unified workflow that strengthens retention prioritization and revenue-risk awareness.

The Challenge

  • Fragmented customer data across multiple systems
  • Reactive churn management with no early-warning signals
  • Limited executive-level KPI visibility
  • Delayed escalation detection and response

The Solution

  • Customer Health Scoring — combined support, engagement, and SLA signals into a centralized risk score
  • Executive KPI Dashboard — visual operational reporting for leadership visibility
  • Revenue Risk Tracking — modeled potential churn impact and account prioritization
  • Operational Prioritization — surfaced high-risk tickets and escalation trends for proactive intervention

Operational Insights

  • High ticket frequency strongly correlated with churn risk
  • SLA breaches increased escalation likelihood
  • Delayed response windows degraded customer sentiment
  • Priority account segmentation improved resource allocation

Business Actions Enabled

  • Prioritized high-risk accounts for proactive CS plays
  • Improved escalation routing and ownership
  • Increased SLA monitoring visibility for leadership
  • Optimized support resource allocation
  • Reduced reactive workflows across teams

Impact

Customer Health Visibility

42% → 89%

+47 percentage points

Escalation Reduction

-28%

Fewer high-severity cases

SLA Compliance

71% → 93%

+22 percentage points

Revenue Risk Visibility

+65%

Surfaced at-risk ARR

What This Demonstrates

  • Strategic analytics thinking
  • Executive KPI reporting
  • Customer success operations
  • Revenue-risk awareness
  • Operational optimization
  • Cross-functional visibility and decision-support systems

Business Outcome Summary

Problem

Leadership had no unified view of churn risk or revenue-at-risk across accounts.

Solution

Centralized health scoring, executive KPI dashboards, and revenue risk modeling.

Operational Impact

Prioritized high-risk accounts, improved escalation routing, and tightened SLA monitoring.

Result

Health visibility 42% → 89%, escalations -28%, revenue risk visibility +65%.

Operational Reliability

Operational Reliability

Production-style retry orchestration, failure recovery, and workflow monitoring built to keep automation reliable under real-world API and data constraints.

AI Retry Queue

Built a durable retry queue to preserve failed AI jobs, track retry attempts, and recover safely from quota or rate-limit issues.

Rate Limit Protection

Implemented throttling, exponential backoff, concurrency limits, and queued retries to prevent bulk workflow failures.

Incident Resolution

Documented common operational issues including OpenAI quota limits, ATS import filtering, routing failures, and SMS validation errors.

Debug Visibility

Added rejection tracking, queue health monitoring, retry history, and manual review routing to improve explainability and system trust.

0

Lost jobs during quota failures

5

Retry attempts before escalation

15m → 2h

Exponential backoff window

50/day

ATS caps with platform controls

System Architecture

How jobs move through the system.

High-level workflow showing how jobs move through imports, filtering, AI processing, retry orchestration, and manual review.

01

Job Sources

Greenhouse, Ashby, Lever, Workday.

02

Import Filters

Duplicates, scams, title matching, ATS caps.

03

AI Queue

Packet generation, enrichment, resume workflows.

04

Retry Orchestration

Throttle, exponential backoff, durable retry queue.

05

Dashboard & Reliability Center

Health monitoring, logs, retry visibility.

5 retry attempts15m → 2h backoffDurable queue storage50/day ATS caps

Systems, Visualized

Selected storytelling visuals from the AI recruiting platform — each explains a system in seconds.

ATS Ingestion Flow

From raw jobs to verified, recruiter-safe matches

Every job is filtered, scored, and matched before it ever reaches a recruiter.

ATS Sources

Greenhouse · Lever · Ashby · Breezy

Job Fetch

14-day freshness

Filtering

Salary confidence

Trust Score

11-factor company trust

Resume Match

Variant optimizer

Review

Manual · Auto

GreenhouseLeverAshbyBreezy14-day freshnessSalary confidenceCompany trust

Outcome Learning Loop

The platform learns from every application

Real recruiter signals continuously recalibrate scoring and targeting.

Applications

Recruiter Replies

Response rate

Interviews

Interview conversion

Outcomes

Best resume variant

Recalibrated Scores

Best ATS source

Better Targeting

Response rateInterview conversionBest resume variantBest ATS source

Smart Apply — Safety Gates

Recruiter-safe automation by design

Every automated action passes through explicit safety controls.

No CAPTCHA bypass

No MFA bypass

No login-wall evasion

No bot-detection bypass

Manual fallback

Emergency pause

Daily caps

AI Platform Case Study

CommandFlowOS, structured as Problem → Constraints → Solution → Product Decisions → Impact → Roadmap.

Problem

Job search is noisy, manual, and impossible to measure

Candidates juggle dozens of job boards with inconsistent data, low-trust companies, stale postings, and no feedback loop between applications and outcomes. Recruiting teams face the mirror image: high-volume pipelines with weak signal and no shared system of record.

Constraints

Recruiter-safe by design

The platform had to operate inside real recruiting norms — no shortcuts that would compromise safety, trust, or data quality.

  • No CAPTCHA, MFA, login-wall, or bot-detection bypass
  • Manual review fallback on every automated decision
  • Salary, freshness, and source-confidence are first-class signals
  • ATS differences across Greenhouse, Lever, Ashby, and Breezy
  • Daily caps and emergency pause built into the workflow

Solution

An AI-powered career operations platform

CommandFlowOS combines verified job intelligence, resume optimization, recruiter CRM workflows, outcome learning, and safety-aware automation into a single product — with a public sandbox for storytelling and a private workspace for real operations.

  • ATS ingestion across Greenhouse, Lever, Ashby, Breezy
  • 11-factor company trust score and scam-risk detection
  • Resume Variant Optimizer with A/B testing across 5 canonical variants
  • Recruiter CRM pipeline from Imported → Offer
  • Outcome Learning Engine that recalibrates scoring from real recruiter signals
  • Executive Command Center for recruiter-safe KPIs

Product Decisions

Why the system is built this way

Each layer exists for a specific reason — to keep the platform trustworthy, measurable, and useful to both candidates and recruiters.

  • Separate public sandbox from private workspace so storytelling never leaks real data
  • Score trust before matching so weak companies never reach the pipeline
  • Treat outcomes as training data, not vanity metrics
  • Make every automation reversible with a manual fallback
  • Use a recruiter-style CRM model so the workflow feels familiar to hiring teams

Impact

Measurable outcomes, not buzzwords

  • 1,441+ raw jobs tested across multiple ATS sources
  • 460+ jobs filtered and imported into the recruiter pipeline
  • 11-factor company trust scoring with a 5.4% Auto Review pass rate
  • 5 canonical resume variants with outcome-driven selection
  • 14-day freshness filter and 30-day duplicate-company guard
  • Executive Command Center surfaces KPIs that previously lived in spreadsheets
  • Manual review effort focused on the top of the funnel, not every job

Roadmap

What improves next

The next phase deepens the learning loop and makes the platform easier for recruiters to adopt as a system of record.

  • Recruiter-side intake — invite hiring teams into the CRM with scoped roles
  • Calibrated interview-probability model from real outcomes
  • Industry-specific trust models (startup vs. enterprise vs. agency)
  • Higher-resolution outcome attribution per resume variant and ATS source
  • Public benchmark reports drawn from sandbox data only

Executive Presentations

Download or view consulting-style decks for each engagement.

Customer Success Command Center

End-to-end case study on proactive retention and customer health analytics.

Used in interviews to demonstrate real-world decision-making.

Approach to Problem Solving

I approach problems by combining data, systems thinking, and business strategy to drive measurable outcomes. These case studies reflect how I analyze challenges, design solutions, and deliver impact at an operational and strategic level.

Resume bridge

How my projects connect to my resume

Every project on this site maps to a real bullet on the resume — built, shipped, and measurable.

Support Command Center Dashboard

Resume tag

SQL · Tableau · 92% SLA · 25% escalation reduction

  • Tracked 92% SLA compliance and 24-hour avg resolution
  • Analyzed 10,000+ tickets and surfaced 18% peak backlog spikes
  • Drove 25% escalation reduction via KPI + workflow tuning

Customer Revenue Intelligence Model

Resume tag

SQL · Excel · $1.2M+ revenue analyzed

  • Analyzed 50,000+ transactions across $1.2M+ in revenue
  • Identified top 20% of customers driving 68% of revenue
  • Modeled retention plays projecting 15% revenue growth

Operations Forecasting Model

Resume tag

Excel · 92% forecast accuracy · Capacity planning

  • Built 24-month forecast models with 92% accuracy
  • Flagged seasonal demand spikes up to 27% above baseline
  • Projected 12% workload increase to guide planning

Visual resume · 1 page · ATS-friendly

Khalil Hickson

Data Analyst & Technical Operations Specialist

10K+

Support cases analyzed

91%

CSAT maintained

25%

Escalation reduction

Target roles

Data Analyst · Operations Analyst · Customer Success Analyst · Technical Operations Specialist

Top skills

SQLTableauExcelSalesforceZendeskForecastingKPI dashboards

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