Track record

Case studies

Recent DIRC engagements alongside the experience our founder brings from in-house leadership roles. Each one is labelled, so you can tell which is which. Clients are described by sector and size, never by name.

DIRC engagements

DIRC engagementInsurance agency

Automating Case Evidence and Summaries for an Insurance Agency

Scope
Design and build of an AI-driven case documentation workflow
Challenge
Every case meant collecting evidence and documents from 20 sources by hand, then summarizing and uploading them.
Approach
An AI-driven workflow that collects from all 20 sources, compiles the case summary and uploads the documentation.
Outcome
About two hours saved on every case.
Read the full case study: Automating Case Evidence and Summaries for an Insurance Agency
DIRC engagementLaw firm

Automating Military Status Affidavits for a Law Firm

Scope
Design and build of a custom SCRA request and certification tool
Challenge
SCRA military-status requests were compiled and filed by hand, case by case.
Approach
A custom tool that parses requests from the firm's system into compiled SCRA requests and uploads the certifications to its portal.
Outcome
Significantly better accuracy and a lighter workload on every case.
Read the full case study: Automating Military Status Affidavits for a Law Firm
DIRC engagementNonprofit, animal rehabilitation

Rebuilding a Neglected Nonprofit's Systems After a Server Compromise

Scope
Pro bono: compromised-server retirement, platform replacement and reporting
Challenge
After years without IT care, a compromised server was serving malware and operations ran on an outdated Access database.
Approach
A new open-source business platform, a Power BI dashboard, and Microsoft 365 put to full use at nonprofit pricing.
Outcome
The compromised server retired, and operations on a maintained, affordable platform.
Read the full case study: Rebuilding a Neglected Nonprofit's Systems After a Server Compromise
DIRC engagementIndustrial technology

Planning a Workflow and Reporting Migration to Azure in a Fixed-Price Discovery

Scope
Discovery and migration planning, at a fixed price
Challenge
An aging on-premises SQL Server ran a workflow platform and its reporting, and nobody had a full picture of what depended on it.
Approach
A fixed-price discovery: inventory, dependency and risk register, Azure provisioning specification and cutover outline.
Outcome
A final specification and plan, and a written decision by the client to run the build with its own team.
Read the full case study: Planning a Workflow and Reporting Migration to Azure in a Fixed-Price Discovery
DIRC engagementSolo counseling practice

Getting More From a Counseling Practice's Existing Platform

Scope
Configuration review and setup of an existing practice-management platform
Challenge
Booking, client portals and SMS confirmations were paid for in the practice's platform but never set up.
Approach
Set up the existing features and closed the gaps in the original configuration.
Outcome
A more efficient practice on the software it already had.
Read the full case study: Getting More From a Counseling Practice's Existing Platform
DIRC engagementTax preparation firm

A Modern Website and Connected Client Portal for a Tax Preparation Firm

Scope
Website rebuild, call-to-action path and client portal
Challenge
The website didn't lead visitors anywhere, and clients had no connected way to work with the firm online.
Approach
A modern website with a clear call-to-action path, and a client portal connected to the firm's systems.
Outcome
A clear route to becoming a client, and better client interaction.
Read the full case study: A Modern Website and Connected Client Portal for a Tax Preparation Firm
DIRC engagementEnergy company in wind-down

Winding Down an Energy Company's IT Without Losing What Must Be Kept

Scope
On-call wind-down retainer, ongoing
Challenge
A company winding down had to offboard staff and retire systems without losing records under legal hold.
Approach
An on-call retainer: hold-safe offboarding, eDiscovery, sequenced terminations and secure access for the remaining staff.
Outcome
An orderly wind-down, with held data kept searchable and every sensitive action on written direction.
Read the full case study: Winding Down an Energy Company's IT Without Losing What Must Be Kept

Prior experience

Work our founder led in in-house leadership roles, before it was DIRC client work.

Prior experienceEnergy

Standardizing Cloud Infrastructure Across Five Power-Generation Facilities

Scope
Five facilities
Challenge
Infrastructure had grown site by site across five plants, complicating support, identity and planning.
Approach
Entra ID-only identity, zero-trust network access, risk-based sign-in, and cloud services in place of plant servers.
Outcome
A secure, cloud-first environment across five facilities, with only OT systems and network gear left on site.
Read the full case study: Standardizing Cloud Infrastructure Across Five Power-Generation Facilities
Prior experienceWaste Management

Building a National ERP and BI Platform Across 60+ Locations

Scope
60+ locations within a 231-site national footprint
Challenge
Reporting across 60+ locations meant reconciling ERP data, legacy tools and spreadsheets by hand.
Approach
ERP and finance integration, one data model across Business Central, Fabric and Sage Fixed Assets, and Power BI views.
Outcome
A national reporting foundation with consistent metrics and far less manual effort.
Read the full case study: Building a National ERP and BI Platform Across 60+ Locations
Prior experienceConsulting & Professional Services

Designing a Secure Multi-Organization Enterprise Architecture

Scope
Three organizations
Challenge
Three related organizations shared users and systems but needed security and separation between them.
Approach
Azure and Microsoft 365 architecture, identity structure across all three, and a security baseline.
Outcome
A defined architecture with clearer separation, better governance and simpler onboarding and offboarding.
Read the full case study: Designing a Secure Multi-Organization Enterprise Architecture

More background

The enterprise architecture portfolio covers the architecture work with public press coverage, including industrial AI for real-time rail inspection.

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