Portfolio & Case Studies

Real projects, real results. All client information is anonymized.

Filter:

Case Studies

Detailed examples of client projects and outcomes.

Nightly Report Performance: 3 Hours to 12 Minutes

Mid-sized fabrication shop using JobBOSS²

Situation

Client's nightly production report was taking 3+ hours to run, often timing out. The report pulled job-cost and production data from JobBOSS² (MariaDB backend) and was critical for morning production meetings.

Problem

The report used nested subqueries, missing indexes, and pulled unnecessary data. No one on staff understood the SQL well enough to fix it.

What I Did

  • Reviewed the existing Crystal Report and underlying SQL queries
  • Identified performance bottlenecks: nested subqueries and missing indexes
  • Rewrote queries using CTEs and temp tables for better performance
  • Added appropriate indexes to the MariaDB backend
  • Tested with full production data to verify accuracy
  • Documented the query logic for future maintenance

Results

  • Report runtime reduced from 3+ hours to 12 minutes
  • Report runs reliably every night without timeout issues
  • Production team has data ready for 7 AM meetings
  • Client staff can now modify report layouts without performance impact
MariaDBJobBOSS²Crystal ReportsPerformance Tuning

Spreadsheet Consolidation: 15 Files to One Database

Operations team at manufacturing facility

Situation

Operations team was tracking production metrics across 15 different Excel files. Each shift supervisor had their own spreadsheet. Data was inconsistent, and no one could get an overall picture without hours of manual consolidation.

Problem

No single source of truth. Metrics calculated differently in each file. Version control issues. Hours wasted reconciling numbers.

What I Did

  • Interviewed operations team to understand their workflow
  • Designed a simple SQL Server database with proper relationships
  • Built a VB.NET Windows Forms app for data entry (familiar Excel-like interface)
  • Migrated historical data from spreadsheets
  • Created SSRS reports replacing the manual consolidation work
  • Trained supervisors on the new system

Results

  • 15 spreadsheets replaced with one reliable database
  • Real-time visibility into production metrics
  • Eliminated manual consolidation work (saved ~10 hours/week)
  • Consistent calculations across all shifts
  • Historical data preserved and searchable
SQL ServerVB.NETSSRSData Migration

Month-End Reporting: 40% Time Reduction

Finance team using Viewpoint ERP

Situation

Month-end close process took 3-4 days and involved extensive manual work: running reports, copying data to Excel, reconciling differences, and rebuilding numbers.

Problem

Viewpoint's standard reports didn't show job-cost data the way finance needed. Manual reconciliation was error-prone and time-consuming. Key person dependency—only the controller knew how to do it.

What I Did

  • Documented the existing month-end process step by step
  • Built custom SQL queries against Viewpoint tables (cvJCCDJobBilling, JCCI, JCJP, JCCM)
  • Created parameterized SSRS reports with drill-down capabilities
  • Automated data reconciliation checks
  • Documented query logic and report parameters

Results

  • Month-end reporting time reduced by 40%
  • Eliminated manual Excel reconciliation work
  • Reports now show exactly what finance needs
  • Other team members can run reports (reduced key person dependency)
  • Clear audit trail and documentation
ViewpointSSRST-SQLMonth-End Process

ERP Data Import Utility

Job shop using Visual ERP

Situation

Client needed to import customer PO data from Excel files provided by major customers. Manual entry was taking hours and introducing errors.

Problem

Visual ERP had no built-in import tool for this data format. Manual entry was slow, error-prone, and couldn't keep up with volume.

What I Did

  • Built a VB.NET Windows Forms application to read customer Excel files
  • Validated data and flagged potential issues before import
  • Connected directly to Visual ERP SQL Server backend
  • Implemented error handling and logging
  • Created user-friendly interface requiring minimal training

Results

  • Import process time reduced from hours to minutes
  • Data entry errors virtually eliminated
  • Tool handles variations in customer file formats
  • Simple enough for any staff member to use
  • Processing capacity increased 10x
VB.NETVisual ERPData ImportAutomation

Power BI Dashboard for SQL Server Monitoring

IT department managing multiple SQL Server instances

Situation

IT team had no visibility into SQL Server performance across multiple instances. Relied on user complaints to know when problems arose.

Problem

No proactive monitoring. No historical performance data. Couldn't identify trends or predict issues.

What I Did

  • Set up data collection using SQL Agent jobs and sp_Blitz scripts
  • Built SQL Server database to store performance metrics over time
  • Created Power BI dashboard with key performance indicators
  • Set up alerts for critical thresholds
  • Trained IT staff on interpreting metrics

Results

  • Real-time visibility into database performance
  • Proactive issue detection before users complain
  • Historical trends visible for capacity planning
  • Reduced time to diagnose performance issues
  • Evidence-based decision making for hardware upgrades
Power BISQL ServerMonitoringDAX

Project Gallery

Screenshots and examples from various projects.

Screenshot placeholder

Job-Cost Rollup Report

SSRS report for fabrication shop showing job profitability with drill-down

SSRSJobBOSS²
Screenshot placeholder

Production Dashboard

Power BI dashboard for real-time shop floor metrics

Power BISQL Server
Screenshot placeholder

Data Import Utility

VB.NET Windows Forms app for importing customer PO data

VB.NETSQL Server
Screenshot placeholder

Month-End Billing Report

Crystal Report for Viewpoint ERP showing phase-level billing detail

Crystal ReportsViewpoint
Screenshot placeholder

Database Health Dashboard

SSRS dashboard showing sp_Blitz results and performance metrics

SSRSMonitoring
Screenshot placeholder

Production Tracking App

VB.NET app for operators to log production data

VB.NETMariaDB

Want results like these?

Let's discuss your specific situation and how I can help.