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Global Manufacturing

Beyond Migration: Turning a K2 Licensing Deadline into a Modern, AI-Ready Workflow Platform

A regulated manufacturer needed off K2 before its licensing renewal. Green Leaf rebuilt five workflow applications on a stack the client owns, then added governed approvals, process reporting, and AI-assisted quote parsing.
Non-Profit

Mattie Dixon Cuts Grant Writing Time by Two-Thirds with a Custom AI Agent Workflow

With no dedicated grant writer, grant research consumed 10-15 hours a week for Mattie Dixon's Executive Director. We built a Claude-powered workflow that finds and ranks grant prospects and drafts proposals in her own voice, with human review before every submission. Her weekly grant time drops to about 5 hours, freeing her to focus on community impact.
Insurance

Specialty Insurer Unifies Premium and Loss Data Across 70+ Sources with Azure Data Vault

Every acquisition brought new brokers, TPAs, and data silos. We built a scalable Azure and Data Vault solution that rapidly onboards new sources, unifies premium and loss data, and keeps reporting SLAs intact through ongoing M&A.
Insurance

Financial Organization Replaces Manual Reconciliation with Automated SOX-Compliant Controls

Manual reconciliation processes were a compliance risk that grew with every acquisition. We implemented an automated QA and reconciliation framework with repeatable, auditable controls built to scale across future M&A activity.
Insurance

Large Insurer Cuts Reserve Processing Time 90% — Unifying 70+ Sources and Processing Millions of Transactions in Seconds

Excel-based reserve calculations across 70+ disconnected sources were delaying financial close. Our Reserve Engine cut processing time by 90% and now handles millions of transactions in seconds with full audit-ready results.
Life Sciences

Global Life Sciences Analytics Leader Scales Power BI Embedded Architecture Eliminating Manual Work and Standardizing Reporting

A global life sciences analytics provider outgrew their Power BI infrastructure. We designed a scalable embedded architecture that standardized reporting, reduced manual work, and enabled repeatable client delivery.

Life Sciences

Health Network Migrates 600+ Reports to Power BI in Under 12 Months — Saving Millions in Legacy Licensing

A health network needed to exit a costly legacy reporting system with 600+ reports in scope. We completed the full Power BI migration in under 12 months, ahead of schedule, saving millions in licensing fees over three years.
Insurance

Reinsurer Retires 30-Year-Old Access System; Migrating Credit Risk Management to Azure SQL for Full Actuarial Ownership

A reinsurer's actuarial team was managing critical credit risk models in a 30-year-old Microsoft Access system. We migrated to Azure SQL Database, reducing technical debt and giving the team full platform ownership.
Insurance

Insurance Organization Cuts Reports by 90% with Cognos-to-Power BI Migration and Data Centralization

A sprawling Cognos environment filled with redundant reports was eroding data trust. We centralized the architecture and migrated to Power BI, cutting the report count by 90% and establishing a single source of truth.

Hear from our valued partners

Clients tell us that they can’t find our people’s exceptional level of soft skills in any other firm they work with. It’s an intrinsic part of who we are. Hear what other like-minded companies have said about their experiences.

The people are good, independent, highly qualified, and get our mission and what we’re trying to do.

Chris Oster
Lutron Manufacturing

We had a vision, and we had no way to realize that vision. I cannot imagine another consulting partner I’ve work with that could have delivered a solution this effective for our unique needs in the time and budget the project had available.

E Glenn Denison
Lutron Manufacturing

They always deliver what they say they are going to deliver.

Paul K.
Reinsurer

They have the expertise to deliver.

Tim Leffler
Pentec Health

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