Portfolio & Case Studies
Real projects, real results. All client information is anonymized.
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
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
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
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
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
Project Gallery
Screenshots and examples from various projects.
Job-Cost Rollup Report
SSRS report for fabrication shop showing job profitability with drill-down
Production Dashboard
Power BI dashboard for real-time shop floor metrics
Data Import Utility
VB.NET Windows Forms app for importing customer PO data
Month-End Billing Report
Crystal Report for Viewpoint ERP showing phase-level billing detail
Database Health Dashboard
SSRS dashboard showing sp_Blitz results and performance metrics
Production Tracking App
VB.NET app for operators to log production data
Want results like these?
Let's discuss your specific situation and how I can help.