Case studies

Work that held up in review.

Four engagements across pharma, cannabis, and private equity. Each is described without naming the client.

Large pharma

Standing up agency-grade paid media inside a pharma marketing organization.

Situation

A large pharmaceutical company moving paid media in-house from its agency partners, one function at a time rather than in a single cutover.

What we did

  • Operating model for campaign creation, activation, and trafficking
  • Measurement built on engagement, claims, and third-party data
  • Reporting designed around what brand teams actually decide
  • Roles, process, and sourcing to run it after handover

Outcome

Campaigns planned, activated, and measured internally, including the measurement the agency had previously owned and reported.

  • Media operations
  • Campaign activation
  • Claims & engagement measurement
  • Team design

Top-10 global pharma

AI support for board communications and enterprise initiatives.

Situation

A top-10 global pharmaceutical company wanted AI to streamline how its board is briefed and how enterprise initiatives are tracked and supported.

What we did

  • Structured the recurring board reporting pack
  • AI-assisted drafting and synthesis against approved source material
  • Initiative tracking and status roll-up across the enterprise
  • Human review gates on anything leaving the room

Outcome

Board materials assembled from one governed source instead of many. Preparation time moved from assembly toward judgment.

  • Executive reporting
  • AI drafting with review gates
  • Initiative tracking
  • Governance

Multi-state cannabis operator

Forecasting demand for a lender-controlled cannabis operator.

Situation

A publicly traded multi-state grower and retailer taken over by its lenders. Overproduction was driving avoidable product loss, and infrastructure was still running in states that never legalized.

What we did

  • Product and retail demand forecasting by state and SKU
  • Identified infrastructure and data engineering spend to stop
  • Rebuilt growth and compliance reporting to state requirements
  • Tied forecasts to margin and sell-through, not to capacity

Outcome

Production planned against actual demand instead of grow capacity. Lost product addressed at its source. The cost base cut to what the licensed footprint required.

  • Demand forecasting
  • Cost rationalization
  • Regulatory reporting
  • Margin optimization

Private equity

Data, analytics, and AI diligence on acquisition targets.

Situation

A private equity firm evaluating targets needed to know whether the data and analytics capability it was buying was real, and what it would cost to bring it to standard.

What we did

  • Assessed data assets, analytics maturity, and tooling
  • Tested AI claims against what is actually in production
  • Sized talent, technical debt, and key-person risk
  • Costed remediation and the post-close roadmap

Outcome

A defensible view of what the capability was worth and what fixing it would cost, available before the bid rather than discovered after close.

  • Capability assessment
  • AI claim verification
  • Technical debt sizing
  • Post-close roadmap

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