Our consultants’ record
Case studies
Three engagements from the working record of Blue Peak’s lead consultant, built while employed by the organizations described here. They are individual experience, described that way on purpose, rather than Blue Peak’s corporate past performance.
Case study 01 · Lumen TechnologiesPower BI · Oracle SQL · Salesforce
Unified subscriber & pipeline analytics across six systems
The problem
- No pipeline visibility across sales divisions
- Manual forecasting with fragmented, untrusted data
- Leadership decisions based on gut feel, not analytics
What our lead consultant delivered
- Enterprise analytics platform with real-time pipeline tracking
- Automated forecasting integrated across CRM and financials
- Executive command center as a single source of truth consumed by 100+ users
100+Users on the command center
OnePower BI environment
6Systems unified
Real-timeExecutive visibility
Case study 02 · Federal grant initiativeTableau · SQL Server · Grant compliance
Reporting for a $30M multi-jurisdictional federal initiative
The problem
- Grantee data arriving separately from each jurisdiction
- No single rollup across jurisdictions for the initiative
- Federal grant compliance reporting owed to the funder
What our lead consultant delivered
- Tableau reporting on SQL Server, led from 2019 to 2022
- Grantee data integrated and rolled up across jurisdictions
- Grant compliance reporting that passed federal funder review
$30MFederal initiative
LedReporting, 2019 to 2022
TableauOn SQL Server
PassedFederal funder review
Case study 03 · National Nonprofit · HousingSQL Server · Tableau · Impact reporting
Impact measurement platform for a national housing nonprofit
The problem
- No analytics capability to demonstrate program outcomes
- Data scattered across regional offices with no standardization
- Funder confidence eroding due to inability to quantify impact
What our lead consultant delivered
- Centralized analytics platform unifying all regional data
- Standardized impact metrics with stakeholder-ready reporting
- Automated pipelines replacing months of manual consolidation
NationalData unified
RegionalOffices rolled up
AutomatedImpact reporting
StandardizedImpact metrics
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