Case Studies

The Type of Work We Do

Every engagement starts with a simple question. Where is your organization losing time, money, or impact?

Certain case studies reflect work led by the founder in prior leadership roles before the creation of Clarivon.

Data & AI Strategy

Diagnosing Client Journey Bottlenecks

Mapped the client journey across hundreds of locations, uncovering conversion bottlenecks, churn risk, and high-impact growth opportunities.

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ANALYTICS CAPABILITY BUILDING

Building a Global Analytics Talent Pipeline

Redesigned hiring and onboarding for a global analytics organization, enabling faster hiring and standardized onboarding.

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ENTERPRISE DATA LITERACY

Scaling Data Literacy Across APAC

Delivered a three-module data literacy program equipping regional teams to interpret performance metrics, experimentation results, and segmentation insights.

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TRUSTED DATA ACCESS

Automating Role Based Data Security

Integrated HR, Azure, and Databricks to dynamically assign data permissions based on employee roles, eliminating manual access management and reducing security risk.

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MEMBER RETENTION & OPERATIONS

Turning a Fragmented Member Journey Into Improved Retention

Helped a nearly 3,000-member wellness organization turn fragmented member data, manual workflows, and disconnected systems into one connected strategy for retention, operations, technology, and growth ahead of a second-location launch.

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Analytics & Decision Intelligence

ASSORTMENT OPTIMIZATION

Identifying Product Distribution Gaps

Analyzed store and competitor assortment data to uncover a high-margin product significantly under-distributed across the network.

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MULTI-CHANNEL MARKETING ATTRIBUTION

Revealing End-to-End Acquisition Performance

Connected data from 13+ marketing, operational, and revenue systems to create the organization’s first end-to-end view of client acquisition across hundreds of locations.

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OPERATIONAL INTELLIGENCE

Delivering On-Demand Operational Insight

Built a market basket intelligence layer that revealed which products customers naturally purchase together across millions of transactions.

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SCHEDULING & CAPACITY

Improving Forward Booking & Capacity Visibility

Unified appointment data from nine systems to build a scheduling intelligence platform that revealed demand, cancellations, and staff utilization across hundreds of clinics.

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KNOWLEDGE INFRASTRUCTURE

Enabling Self-Service Retail Analytics

Built a self-service analytics platform unifying four enterprise data sources to give leaders across a global retail network instant access to product performance insights.

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REPORTING GOVERNANCE

Consolidating Fragmented Reporting into a Single Source of Truth

Consolidated thousands of fragmented Power BI reports into a centralized North America reporting hub, giving leadership a single entry point to validated dashboards and metrics.

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AI Implementation & Automation

GENERATIVE AI

Turning Client Conversations into Revenue Intelligence

Built a custom Gen AI platform to analyze client conversations, identify booking opportunities, and surface the reasons appointments were missed or not scheduled.

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PRICING STRATEGY

Optimizing Pricing & Margin for a High-Traffic Retail Product

Determined the optimal pricing strategy for a key traffic-driving product across diverse regional markets.

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PRIORITIZATION & DECISION INTELLIGENCE

Turning Competing Priorities Into Defensible Funding Decisions

Built DecisionLens, an AI-enabled decision surface that reduces every initiative to return per dollar at risk and ranks the whole portfolio, so funding follows impact instead of persuasion.

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INNOVATION INVESTMENT EVALUATION

Deciding Which Technology Pilots Deserve a Rollout

Evaluated 9 store-technology pilots against clear success measures and a baseline, stopping 5 underperformers before they were rolled out to thousands of locations.

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MULTI-MODEL DECISION INTELLIGENCE

Building a Multi-Model AI That Debates for the Best Answer

Built Consensus AI, a decision-intelligence platform that runs a question through eight leading models and has them debate, evaluate one another, and synthesize the strongest answer, instead of trusting a single black box.

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BRAND, WEBSITE & AI CONTENT EDITOR

Giving a Bilingual Therapy Practice a Website She Runs in Plain English

Built the brand, the website, and a custom AI admin portal for Balance & Bloom Counseling. The therapist edits her own site by conversation, with no website-builder vendor and no monthly subscription.

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Ready to See What Your Data Can Do?

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