Case Studies
Real problems.
Structured solutions.
Real examples of structured systems replacing ambiguity — improving decision-making, reducing operational friction and supporting leadership teams with defensible, trusted information.
Most client names are intentionally omitted. Each case reflects production work delivered in live environments. Named clients have given permission for attribution.
Asahi Beer EuropeSharePoint to Box Migration — Information Architecture
Box · SharePoint Online · Metadata Design · Information Architecture · Governance
Challenge
The digital marketing team was contractually required to migrate from SharePoint to Box due to storage costs. Leadership's plan was a direct lift-and-shift. The risk was simply recreating the same disorder in a new platform.
Approach
Advised against migrating until the target structure was properly defined. Introduced metadata columns and document sets in place of deep folder hierarchies, making content filterable by year, brand and project type without relying on folder navigation. Provided an enterprise Box structure template, clear information principles, and demonstrated metadata templates and Box Relay automations to support ongoing governance.
Outcome
- Metadata-driven structure replacing folder-dependent navigation
- Filtering by year, brand and project type without manual reorganisation
“Leadership wanted us to lift-and-shift everything from SharePoint into Box. James showed us why that would just recreate the same problem in a new tool. He gave us a proper structure — metadata over folders, document sets, clear information principles — and an enterprise template we could actually build from. It completely changed how we approached the migration.”— Sean van Leijenhorst, Head of Digital Marketing, IHA, Asahi Europe & International
Atomic Weapons EstablishmentWorkforce Utilisation & Deployment Insight
Power BI · DAX · Workday · Oracle · Workforce Strategy
Challenge
Leadership teams were relying on inconsistent spreadsheets, conflicting utilisation definitions and delayed reporting.
Approach
Designed a unified data model combining Workday headcount with Oracle time-booking to deliver consistent utilisation insight across the organisation.
Outcome
- Single source of truth for utilisation and efficiency
- Zero manual consolidation or version-control risk
- Role-level drilldowns for clearer deployment decisions
- Adopted at senior leadership level within days
Automated Onboarding Insight
Power Automate · SharePoint · Power BI · Theme Modelling
Challenge
Teams were collecting valuable onboarding feedback but lacked a structured, repeatable way to analyse trends.
Approach
Built an automated pipeline from SharePoint into Power BI, applying theme extraction to surface patterns across people, process and training.
Outcome
- Fully automated survey ingestion
- Sentiment scoring and theme clustering
- Earlier visibility of coaching and training gaps
Portfolio Forecasting & Demand Planning
Power BI · Scenario Modelling · Resource Planning
Challenge
An engineering function required predictable visibility of workload and capability demand.
Approach
Built a structured forecasting dataset and delivered an interactive model allowing leaders to test scenarios and balance resources across multiple time horizons.
Outcome
- Clear supply vs demand visibility
- Earlier identification of bottlenecks
- Consistent 3–12 month planning windows
SharePoint Information Architecture Rebuild
SharePoint Online · Document Libraries · Metadata Design · Governance
Challenge
A department was operating within deeply nested folder structures, duplicating documents across libraries and relying on individual memory rather than system design. Search was unreliable, version control inconsistent and storage growth accelerating.
Approach
Redesigned the environment using metadata columns instead of folders, introduced governed content types and aligned document classification to operational workflows rather than personal habits.
Outcome
- Reduced folder depth and duplication
- Enabled fast filtering and structured search via metadata
- Improved version visibility and lifecycle control
- Created scalable structure without retraining the organisation