CaseWhen Consulting GmbH

BACKGROUND

Please describe your company and position.

I am the Founder of Innerbloom Health

Describe what your company does in a single sentence.

Innerbloom Health is a behavioral health practice providing psychtherapy and medication management services. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CaseWhen Consulting GmbH to accomplish?

• Establish a single source of truth for Innerbloom’s leadership reporting in Power BI.
• Standardize shared KPI definitions so everyone is looking at the same story.
• Replace the monthly manual reporting fire drill with an automated, reliable setup.

SOLUTION

How did you find CaseWhen Consulting GmbH?

Referral

Why did you select CaseWhen Consulting GmbH over others?

• High ratings
• Pricing fit our budget
• Referred to me
• Company values aligned

How many teammates from CaseWhen Consulting GmbH were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We partners with CaseWhen to simplify how we manage payroll, clinician performance, and practice data by replacing manual spreadsheets with a single, reliable system built in Power BI. The goal was to reduce administrative time and make it easier to understand what’s happening across the practice without double-checking numbers each month.

Austin at CaseWhen set up automatic data pulls from our EHR, built clear and consistent reports in Power BI, and incorporated our compensation and sick-time rules so payroll calculations are accurate and repeatable. 
He also created easy-to-read Power BI dashboards that show appointment outcomes and provide monthly and quarterly snapshots of clinician performance, something that is invaluable and will provide helpful, digestible outcome metrics to both myself as the practice owner and my employees.

The end result is a clear, trusted Power BI reporting system that saves time, improves accuracy, and makes it much easier to manage and scale the practice without added administrative burden.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project significantly reduced the time spent on monthly payroll and reporting by eliminating manual spreadsheet work and repeat data checks. Payroll calculations are now consistent and repeatable, which has reduced errors and increased confidence in the numbers.

We also gained consistent visibility into appointment outcomes and clinician performance through Power BI dashboards, allowing leadership to review monthly and quarterly performance more quickly and communicate expectations more clearly. Overall, the system improved accuracy, saved administrative time, and made it easier to manage and scale the practice without adding operational complexity.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

I came into the project with a clear vision for what I wanted to achieve, but no prior experience with Power BI. He took the time to understand how our practice operates and translated that vision into a functional, easy-to-use system.

Project management was well organized and responsive throughout. Deliverables were completed on time, communication was clear, and feedback was incorporated quickly as the project evolved. He was highly responsive to questions and proactive in offering solutions, which made the process efficient and collaborative.

Overall, he made a complex build feel straightforward and ensured the final product aligned closely with our real-world needs.

What was your primary form of communication with CaseWhen Consulting GmbH?

Virtual Meeting

What did you find most impressive or unique about this company?

They are absolute Power BI Pros! 

Are there any areas for improvement or something CaseWhen Consulting GmbH could have done differently?

None whatsoever, they hit this one out of the park.

BACKGROUND

Please describe your company and position.

I am the Process Innovation Manager of Linstol

Describe what your company does in a single sentence.

Linstol is the world's largest producer of audio products (headsets & earbuds), and is a Tier 1 supplier of bespoke passenger comfort products to global airlines.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CaseWhen Consulting GmbH to accomplish?

• Automate data processing and reporting by implementing a modern data infrastructure using Databricks and Metabase to replace manual Excel- and Numbers-based workflows.
• Provide real-time operational insights for Account Managers through embedded Metabase dashboards in Linstol's internal portal.
• Define and standardize business KPIs across departments using dbt, ensuring alignment between Account Managers, Operations, and Finance.
• Enhance financial reporting capabilities by building and maintaining Finance reports in Power BI.

SOLUTION

How did you find CaseWhen Consulting GmbH?

Online Search

Why did you select CaseWhen Consulting GmbH over others?

• High ratings
• Great culture fit
• Great attitude

How many teammates from CaseWhen Consulting GmbH were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

CaseWhen partnered with Linstol, the world's largest supplier of headphones and passenger comfort items–serving major global airlines—to design and implement a complete modern data stack for analytics and reporting.

– Data Infrastructure Setup: Built a unified pipeline using Databricks for ingestion, transformation, and modeling, integrating data from PostgreSQL, S3, and third-party SaaS tools.

– Data Modeling & KPI Alignment: Defined source-of-truth metrics in dbt to ensure all reporting was based on consistent business logic.

– Business Intelligence Implementation: Implemented Metabase as the visualization and analytics layer, embedding real-time dashboards directly into Linstol's internal web portal for Account Managers.

– Automation & Alerts: Configured automated data validation and alerting in Metabase to improve data quality and proactive issue detection.

CaseWhen is now expanding the partnership to build and maintain Linstol's Finance reports in Power BI.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We saw an incredible ROI from our partnership with CaseWhen, including:

- 50% increase in operational efficiency for Account Managers through automation and dashboard-driven workflows.
- Reduction in manual data entry and reporting time by over 60%, freeing up time for higher-value analysis.
- Improved data reliability and governance with consistent, source-of-truth KPIs.
- Faster decision-making cycles — Account Managers can now identify inventory risks in real time and act proactively.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Austin has been incredibly responsive to the changing needs of our organization over the last few years. He has consistently delivered high-quality work, including going above and beyond the defined specifications to identify further areas to create value within our ecosystem. He has partnered well with both our external development partners and our internal stakeholders, including becoming a trusted point of reference for our executive team. He has been flexible with scheduling across multiple timezones, ensuring that team members in all of our offices are able to participate in the necessary meetings.

What was your primary form of communication with CaseWhen Consulting GmbH?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

When we were looking to hire an external partner, we were primarily looking for deep domain expertise; we wanted someone to hit the ground running. CaseWhen Consulting GmbH has gone above and beyond; not only delivering an incredible level of technical expertise, but also quickly demonstrating an understanding of our business model, including managing the idiosyncrasies of our legacy systems.

Austin has also become a core member of our IT steering committee; not only delivering high-quality work, but also helping us to scope out what our data & development roadmap should look like to support our incredible growth. We have come to value his opinion to a high degree.

Are there any areas for improvement or something CaseWhen Consulting GmbH could have done differently?

N/A

BACKGROUND

Please describe your company and position.

I am the Head of Data Management of ZBI GmbH

Describe what your company does in a single sentence.

The ZBI Group manages residential real estate funds for the parent company Union Investment and manages the properties in germany itself.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CaseWhen Consulting GmbH to accomplish?

• Support in reporting with a focus on MS Power BI
• Develop and roll out a Power BI training program for the employees of the ZBI Group
• Consulting the departments on all aspects of reporting with Power BI.

SOLUTION

How did you find CaseWhen Consulting GmbH?

• Online Search
• Referral

Why did you select CaseWhen Consulting GmbH over others?

• Great culture fit
• Good value for cost

How many teammates from CaseWhen Consulting GmbH were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

• Design principles for Power BI were developed to create sustainable reports in Power BI and thus minimize maintenance efforts.
• ased on the design principles, a targeted training program was developed, which has been successfully applied for years.
• Many reporting cases have been successfully supported by CaseWhenConsulting, both through consulting and assistance with modeling.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Since its launch, the training has received very positive feedback, and the participants have demonstrated real progress in using Power BI for reporting purposes.
The reporting content created with the support of CaseWhenConsulting is very transparent and of excellent quality.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We usually organize ourselves through personal coordination, during which content and deliverables are always documented transparently by CaseWhenConsulting. If there are delays, they are communicated proactively and promptly. When a decision is required from the customer, the issue is broken down clearly and comprehensibly to ensure swift progress.

What was your primary form of communication with CaseWhen Consulting GmbH?

• In-Person Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

very competent and quick

Are there any areas for improvement or something CaseWhen Consulting GmbH could have done differently?

no

BACKGROUND

Please describe your company and position.

I'm an executive at Semasio/Samba TV

Describe what your company does in a single sentence.

Samba is a data provider in the marketing and advertising technology space.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CaseWhen Consulting GmbH to accomplish?

• Migrate key leadership and operations reporting from the old BI tool into Power BI, increasing clarity and depth of insight.
• Give teams one central place to track performance across all major products, partners, and channels.
• Enable non-technical users to answer everyday questions themselves with intuitive filters and tables.
• Standardize layouts, date logic, and KPI definitions so future dashboards are easier to build and maintain.

SOLUTION

How did you find CaseWhen Consulting GmbH?

• Online Search
• Referral

Why did you select CaseWhen Consulting GmbH over others?

• Close to my geographic location
• Great culture fit

How many teammates from CaseWhen Consulting GmbH were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CaseWhen partnered with Samba TV to rebuild their core performance dashboards as part of a broader move to Power BI. Samba’s teams were used to a legacy reporting tool, so the challenge was to modernize the stack without disrupting how people worked. Using a large flat data set in Azure Synapse, we translated a complex set of reports into a single Power BI experience that feels familiar but is far easier to maintain and extend. Together with stakeholders from analytics and revenue operations, we co-designed executive and operational wireframes, agreed which fields belong on each page, and aligned on how key metrics and time-based views should behave across dashboards. Throughout the project we worked closely with IT on data access and refreshes, and with business owners to validate both logic and layout. The result is a modern reporting layer that gives Samba TV a clearer, more consistent view of performance – without requiring anyone to be a BI expert to use it.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

10+ legacy dashboards replaced by a coherent set of executive and operational Power BI views on a single data foundation.
Less manual analysis thanks to reusable measures, time comparisons, and a shared calendar model instead of ad hoc spreadsheets.
Aligned metric definitions documented in shared sheets, cutting QA time and confusion around “which number is correct.”
Controlled rollout via a preview environment, structured feedback loop, and change log, making it easier to onboard a wider business audience.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Everything was delivered on time and as expected. The team was flexible and communicated well.

What was your primary form of communication with CaseWhen Consulting GmbH?

Virtual Meeting

What did you find most impressive or unique about this company?

CaseWhen Consulting GmbH was super service-oriented, quick understanding of complex requirements, solution-oriented approach

Are there any areas for improvement or something CaseWhen Consulting GmbH could have done differently?

None