Data Engineering Case Studies

AI-Powered Contract Intelligence for Navy Pier

How Sphere built an Azure-based, SharePoint-integrated contract intelligence platform for Navy Pier, delivering clause-backed answers, amendment awareness, and faster contract research.

InGenius keeps Growth Multiplier moving with Sphere

How Sphere helps InGenius maintain and improve Growth Multiplier with dashboards, CRM integrations, reliable data updates, and a faster build cadence.

A €1.24M Penalty, Defused Three Weeks Before the Deadline That Would Have Locked It In

See how Sphere's Intelligence Suite helped SolarX defuse a €1.24M penalty across a five-country renewable energy portfolio.

One of Our GMs Got 142 Minutes Back—Without Adding Headcount

See how an AI operations bureau automated 87 of 91 routine store decisions and returned 142 minutes to a retail general manager in one shift.

We Caught 47 SKUs Before the Fire Sale

See how ClearanceIQ flags stuck inventory, models markdown depth, and helps an off-price retailer recover margin across a multi-store fleet.

Unify: AI Data Unification Case Study

Sphere's Unify data layer uncovered a $680K/year markup formula bug hiding across two merged estimating systems after a multi-company merger.

PaveIQ: AI Pavement Lifecycle Case Study

Sphere's PaveIQ predicts pavement failure across a 2,400+-property portfolio, helping PavingX avoid $1.4M in deferred-treatment costs.

KnowledgeAI: AI Knowledge Capture Case Study

Sphere's KnowledgeAI captured three decades of a retiring foreman's judgment, cutting estimate turnaround from 6.1 hours to 42 minutes.

ClientView: AI Client Portal Case Study

Sphere's ClientView portal gave a national account one consolidated invoice instead of dozens, and a single defensible pavement-condition metric.

OpsAI: AI Field Operations Case Study

Sphere's OpsAI command center rerouted crews around weather risk and recovered $38K in one day for a national paving contractor mid-merger.

Marble Financial & Inverite: Cybersecurity-First Due Diligence for a Regulated Open-Banking Platform

Marble Financial's Inverite acquisition: 15+ security domains reviewed — PIPEDA compliance, open-banking API security, and AI/ML data readiness in 3 weeks.

AI Technician Knowledge Assistant — Life Sciences & GxP Facilities

Sphere helped a life-sciences GxP facilities provider cut technical search time by 60–80% — from 45 minutes to 9 seconds — with a RAG-powered AI knowledge assistant.

Enterprise RAG for Tax & Compliance: Leading International Tax Advisory Firm

Sphere helped a leading international tax advisory firm deploy a production-ready enterprise RAG system that reduced advisor research time from six hours to under seven minutes.

Enhancing a Global Healthcare Retailer's Self-Service On-Demand Reporting Platform

When a leading global retailer in the health and wellness industry experienced challenges in gathering and accessing information, they needed help creating a single source of truth in order to make better strategic and operational decisions. Internal data was dispersed across various different sources and was only available to a few high-level executives in the company. That made it very difficult for others within the organization to get their questions answered on time, if at all.

Telecom Solutions to improve Service calls response and gain efficiencies

Find out how Sphere Partners improve customer satisfaction levels for an American mobile network operator by using data store indicators.

Retail electricity supplier increased deals closed won by 70% after upgrading to Salesforce CRM

Our client, a leading retail electricity supplier, used a dated CRM (customer relationship management) tool for years. They came to a point where they recognized they should improve their internal sales processes which were managed in this CRM system. They did also recognise though, that to migrate to a new, more robust CRM system, it would require a skilled team, and they didn’t have the resources to do this in-house. So they reached out to us.

Optimizing AWS Cloud Infrastructure for Financial Company

Sphere partnered with a global leader in commercial finance to optimize its AWS cloud infrastructure, improve data retrieval efficiency, and standardize financial data across third-party sources. Through database enhancements, cloud optimization, and streamlined data aggregation, the client achieved faster decision-making, improved risk assessments, and significant cost savings.

AI Adoption Roadmap

A growing law firm needed a clear, safe way to adopt AI. Sphere built the strategy, data infrastructure, and pilots — including Sphere GPT agents — to unlock faster intake and contract work without risking compliance.

Sphere builds prototype ad tech analytics platform for Proclivity Media

Proclivity Media wanted to build a prototype of its advertising technology analytics platform. With an algorithm in mind, they needed a team with the analytics experience necessary to build a scalable front and back-end system that would allow them to establish proof of concept with a custom analytics prototype.

Custom data management ETL application for Lands End

Lands’ End was trying to find a more effective way to extract actionable insights from terabytes of customer data. Their massive operational database lacked the functionalities required by their marketing team to produce the analytics needed to reach new customer segments.

Enhancing a Global Healthcare Retailer’s Self-Service On-Demand Reporting Platform

Facing data challenges, a health retailer partnered with Sphere to forge a self-service reporting system, delivering 10 Quick Reports with dynamic insights. Phased expansion granted stakeholders ad hoc queries and custom reports, optimizing data from various sources through agile implementation. The innovative system empowered decision-makers, streamlined processes, and unveiled new growth avenues.

Implementing HR Analytics for Talent Management in a Major Bank

A major bank faced talent acquisition and retention challenges. By leveraging AWS-based HR analytics, they achieved a 12% reduction in turnover, streamlined hiring processes, and improved workforce planning, leading to significant cost savings.

Implementing Customer Analytics for Personalized Banking in a Major Bank

A major bank faced customer dissatisfaction and retention issues. Leveraging AWS-based analytics, they achieved 15% higher retention, deeper customer insights, enhanced personalization, and increased revenue, highlighting the power of comprehensive data-driven solutions.

Using AI to show ROI on Early Care Programs at Specialty Maintenance company

The company approved a digital transformation strategy to grow their data practice and wanted to prove artificial intelligence ROI.

Custom AI Solution for Manufacturer

Since 2017, the firm’s US operation faced a significant change to its digital transformation strategy as they were acquired and needed to conform to the Corporate strategy.   They sought out external expertise to advise them on ways to use technology and IoT data to allow production leads to track and adjust the process as needed. They were looking for a proactive real-time approach to utilize their manufacturing and quality data to correct their manufacturing process deficiencies when a problem was detected. To implement this AI-based approach, our data consultant had to identify and analyze all the possible data sources during the manufacturing process and design a centralized data extraction, transformation, and load (ETL) process across the entire manufacturing system nodes.

Data Analytics Solution Increases Marketing ROI from 28 to 41% with Google Cloud

The Company contacted our data consultant to provide a Data Integration and Analytics assessment for the CFO and CIO. The first step was to collaborate with executives to create a roadmap and identify what data was needed to achieve their analytics requirements. This included evaluating existing technical architecture, data integrations and data stores. Next we identified the necessary data to provide a clear view between marketing and finance by tying it to CRM customer data to provide the right insights for critical decision making.

FinTech solutions for Real Estate and Mortgage

See how Sphere Partners automated as many manual processes as possible in 8 weeks including parsing and normalization for a fintech client.

Talent acquisition company hires Sphere Partners to integrate data across cloud platforms

A prominent company in the talent acquisition space had a need to integrate several key technologies to maximize their operational efficiency and workflows. They came to Sphere because of our expertise in data and systems integration and deep knowledge of monday.com, a core requirement for the customer.

Custom cloud migration provided scalability and improved performance

Our client migrated a custom solution with Oracle database to the cloud, leverages SQL Server Managed Instance and Azure Synapse platform.

How we helped a software provider improve their sales processes with insights into deals

A North America based commercial software company reached out to us to identify a way to enable them to better assess opportunities lost during the sales process, so that they can optimize and apply their learnings in future engagements. The client was interested in using TruSales for this insight, and engaged our team to build an integration between Salesforce Sales CRM and TruSales. This integration enabled a seamless yet selective data sharing through a sync of Salesforce data to TruSales for sales insights.

Sphere Partners provides analytics dashboards with key customer insights to a marketing technology company

Our client is a technology company providing a powerful suite of data and tools to support marketers to make data-driven decisions and to understand the true impact of their marketing and advertising campaigns. Sphere fulfilled a unique analytics requirement that our client wanted assistance with, using their own global behaviour data.

Customer segmentation reveals new trends and insights, and optimizes the customer experience

Sphere Partners performed customer segmentation for our client, a private membership network focused on connecting women executive leaders. The company offers a membership for women leaders that includes various services: peer support, masterclasses, community groups, clubhouses and coaching, to mention a few.

Sphere saved 40 hours monthly of customer data solutions company through PowerBI

Our client is a customer data and marketing solutions company focused on improving retention metrics for major retailers. Through a PowerBI implementation, we automated and streamlined reporting for a client that previously used multiple disconnected tools to pull monthly reports.

Implementing Risk Analytics for Fraud Detection in a Major Bank

A major bank tackled challenges in fraud detection, credit risk management, and regulatory compliance, leading to financial instability. Leveraging AWS-based analytics, they achieved a 20% boost in fraud detection accuracy, reduced financial losses, and improved customer trust.

Health-Medic Labs

DAYCARE Clinic

Enhancing Operational Efficiency Through AI Integration and Data Modernization

Revolutionizing Quality Control in Glass Fiber Manufacturing with AI

Driving Business Intelligence with Scalable Data Architecture

Sphere partnered with a premier luxury sports car experience provider to modernize its data infrastructure, addressing manual workflows, data silos, and scalability challenges. By migrating to a cloud-based environment and implementing automated ETL pipelines and real-time Power BI dashboards, the company significantly improved operational efficiency, decision-making, and scalability.

Event Planning with Predictive Analytics

Sphere partnered with a major entertainment venue to modernize its event planning through predictive analytics, real-time reporting, and cloud-based data infrastructure. By centralizing data on Azure, automating workflows, and integrating predictive models, the organization improved event profitability, operational planning, and visitor experiences.

Transforming Healthcare Data Governance & Compliance

A specialized healthcare organization transformed its data governance and compliance with Sphere's team. By building a secure Azure-based infrastructure, automating compliance workflows, and deploying real-time analytics, the organization achieved full regulatory compliance, improved data accuracy, and enhanced operational efficiency.

Scaling Compliance and Operations with NetSuite OneWorld

A high-growth FinTech firm partnered with Sphere to replace legacy systems with NetSuite OneWorld, gaining real-time visibility, faster closes, and global compliance. In just one quarter, they consolidated six entities, launched in three new markets, and built a finance foundation ready for scale.

AI-Powered Inventory Optimization

a high-volume distribution company with $200M in annual revenue, plays a critical role in supplying retail businesses across the country. Managing a vast catalog of inventory and serving a large B2B customer base, the company’s operations depend on precise buying decisions, timely customer targeting, and margin-sensitive pricing. However, their ability to move quickly and profitably was hindered by fragmented data systems, manual workflows, and intuition-driven decision-making. Coordination between the Buying and Accounts teams often took days, leading to missed opportunities, margin erosion, and inefficiencies that could no longer keep pace with market demands.

Harvest Planning for a Regional Fruit Cooperative

How a small fruit cooperative turned spreadsheets into a smart harvest planner. With basic AI forecasting and zero new tech, they cut waste, aligned with buyer demand, and improved decision-making across 12 farms.

AI Slotting Optimization

Sphere implemented AI-driven slotting and real-time pick path optimization for a U.S. fulfillment provider, cutting labor hours by 14%, improving accuracy by 9%, and achieving ROI in three months.

Route Optinization with AI

Sphere deployed an AI-powered route optimization and dispatch platform for a North American logistics operator, reducing fuel costs by 17%, improving on-time deliveries by 15%, and increasing customer satisfaction in two months.

First-Mile & Last-Mile Cost Analytics

The operator’s fragmented technology stack created daily inefficiencies across dispatch, billing, and warehouse management. Running three disconnected systems not only raised IT costs but also slowed down response times, introduced data errors, and made scaling cumbersome during seasonal surges. Without a unified platform, the company lacked the accuracy and agility needed to operate efficiently.

Data Modernization for a Chemical Manufacturer

A global chemicals manufacturer partnered with Sphere to connect lab, plant, and supply chain operations. By consolidating LIMS, MES/SCADA, and ERP data into Snowflake, automating lab-to-plant recipe transfer, and applying predictive maintenance and demand forecasting models, the client achieved faster product scale-up, reduced downtime, and improved supply chain efficiency.

Salesforce Optimization:

A mid-sized law firm was paying for 180 Salesforce licenses while fewer than 20% were active. Sphere helped them right-size licenses, rebuild BD workflows, and restore trust in Salesforce as their single source of truth.

Centralised Dashboards

A mid-sized U.S. general contractor managing over 120 subcontractors across 20 active projects needed a unified view of subcontractor performance, cost, and risk. Fragmented data across spreadsheets, ERPs, and field tools left executives blind to real-time issues, causing overruns and delays. In just 10 weeks, our team integrated all subcontractor-related data into a governed Snowflake Lakehouse and delivered live Power BI dashboards that now serve as the single source of truth. Executives can monitor vendor reliability, change-order frequency, and corrective work in real time—transforming subcontractor oversight from reactive to proactive. The result: subcontractor-related cost overruns cut by 17%, reporting cycles reduced from 5 days to under 24 hours, and 100% executive adoption within the first month. The dashboards not only unified operations but established a data-driven foundation for long-term subcontractor benchmarking and performance optimization.

Predictive Forecasting

A mid-sized U.S. EPC firm lacked real-time financial visibility due to fragmented spreadsheets and outdated ERP systems. By unifying project data and deploying predictive Power BI dashboards, the company gained live cost tracking, automated forecasting, and proactive resource control. Results: 22% higher forecast accuracy, 80% faster reporting, and 18% better utilization—turning financial management from reactive to predictive.

Streamlining IT Operations at Network Services Distribution

Network Services Distribution transformed its IT operations by replacing spreadsheet-based project tracking with an integrated monday.com solution. The result: 300+ hours of administrative work eliminated annually, real-time visibility for leadership, and a scalable foundation that grew with the business.