Home / Results and stories
Where Jacob has done this before

Results and stories
from Jacob’s work.

What happened where Jacob Burke helped run operations: the problem, his part in it and the change he recalls. These come from single engagements and roles, so they are not what every client gets. What changes for you depends on where you start and on follow-through. We agree it in writing before you pay.

Jump to: Field Mouse · Blue Stout · Five Hour Flip · Concentra · Power · MyPrice · Healthcare & financial services

Field Mouse Investments · Workflow implementation

Over 60% fewer missed deadlines.

The problem

The team needed clearer ownership, visible delivery status and a consistent way to handle work without management chasing every update.

Jacob’s contribution

Jacob mapped the work, configured Asana, clarified owners and handoffs, and added KPI visibility, procedures and reporting. Team training and adoption were part of the implementation.

The change he recalls

Across an approximately three-month implementation and adoption period, Jacob reports over 60% fewer missed deadlines, about one manager-hour saved per day, and onboarding reduced from roughly two weeks to one.

Founder-reported results over about three months.

A clearer operating system in Asana, with owners, handoffs and training built into the work. Conceptual illustration.
The lesson for your team

A configured tool becomes useful when people know who owns the next step and can show they can run it.

Client and logo context →

Blue Stout · Agency operations + practical AI

Build the operations behind a growing agency.

The problem

As the agency grew, routine fulfillment needed to rely less on the founder and more on a clear operating structure.

Jacob’s contribution

Jacob helped build workflows, management structure, roles, accountability, SOPs, reporting and staffing capacity. Within the broader engagement, he designed an AI-assisted process that organized inquiries and prepared proposal and presentation drafts inside team-defined boundaries. Sales consultants approved the materials before presenting them.

AI workflow observations

Jacob recalls faster proposal turnaround and less preparation work from the AI-assisted workflow.

Broader company context · not an AI outcome

Over approximately three years, the company grew from about $400,000 to $4.8 million in annual revenue, with a team of roughly 30.

Founder-reported company growth, with many contributors.

Clearer workflows and accountability, plus inquiry-to-proposal drafts that sales consultants reviewed. Conceptual illustration.
The lesson for your team

Use AI to prepare a decision. Keep the person who makes the commitment clearly accountable.

Client and logo context →

Five Hour Flip · Operating rebuild + team guidance

Put the way you work into the hands of the team.

The problem

Execution, resource allocation and team capacity needed a clearer operating structure as the software business grew.

Jacob’s contribution

Jacob helped rebuild the operating structure, software maintenance, quality checks and team capacity. He also implemented an AI assistant that answered staff questions from the company’s own procedures while people worked.

AI workflow observations

Jacob recalls new hires becoming independent sooner, fewer repeat questions for managers and fewer mistakes from missed procedures.

Broader company context · not an AI outcome

Over approximately five years, annual company revenue grew from about $1.5 million to $8 million; the business later sold for approximately $10 million.

Founder-reported figures. Growth and sale had many contributors.

An operating rebuild and AI guidance grounded in the company’s own procedures. Conceptual illustration.
The lesson for your team

Make procedures useful at the moment of work, then train people to recognize when a question needs human judgment.

Client and logo context →

Concentra · Healthcare operations

Capture it once. Make the billing handoff clearer.

The problem

Registration and billing needed a cleaner transfer of information, with fewer missing details and less repeated work.

Jacob’s contribution

Jacob improved the workflow so insurance information could be captured once and made available to billing, with checks for missing details. He documented procedures, trained staff and supported rollout.

The change he recalls

He recalls less repetitive work and fewer avoidable billing delays.

Insurance details available to billing, with missing-information checks and staff training. Conceptual illustration.
The lesson for your team

The value often lies in the handoff: capture the right information, make gaps visible and prepare the next person to act.

Client and logo context →

Power Home Remodeling · Sales operations

A lead is only useful if someone follows through.

The problem

Marketing and sales needed clearer ownership of leads and a more reliable handoff.

Jacob’s contribution

Jacob helped improve the handoff from marketing to sales by clarifying ownership, configuring the supporting CRM and marketing systems, documenting procedures and training the team.

The change he recalls

He recalls more appointments and closed sales, with less management time spent coordinating handoffs.

Clearer lead ownership, a better marketing-to-sales handoff and a team trained to use it. Conceptual illustration.
The lesson for your team

Assign the next step before the lead moves. A visible owner makes follow-through easier to manage.

Client and logo context →

The Home Depot · MyPrice · Enterprise software development & implementation

Make useful automation work inside agreed limits.

The problem

Pricing work needed a practical way to use recommendations and automation while retaining owner-defined limits.

Jacob’s contribution

Jacob reports writing the initial prototype and leading the developer team through design, testing, pilot work, documentation and rollout training. MyPrice used AI recommendations and automatic price changes inside owner-approved ranges.

The change he recalls

Jacob recalls merchants being able to devote more attention to buying and new products. No quantified pricing, revenue or time-saving result is claimed.

A pricing prototype, developer-team leadership, testing and rollout training. Conceptual illustration.
The lesson for your team

Train people on the boundaries as well as the normal path. The useful lesson is bounded implementation, not a promise of unattended business decisions.

Client and logo context →

Healthcare & financial-sector implementation

Systems have to fit the work.

Jacob’s experience includes hospital operations, multi-site healthcare workflows and software delivery in financial services.

Contracted through Deloitte · Healthcare operations & implementation

Connecting healthcare operations with the systems behind them.

Healthcare systems have to support the people delivering care and the teams running the business. Contracted through Deloitte, Jacob worked on operational improvements and enterprise resource planning (ERP) rollouts at hospitals. He also advised on provider and administrator workflows across multi-site healthcare practices, alongside IT infrastructure rollouts and implementations.

Client and logo context →
Financial services · Software delivery workflows

Coordinating teams through large-scale change.

At Wells Fargo, Jacob implemented software development lifecycle (SDLC) workflows used to manage teams across large-scale business rollouts, primarily in the financial sector.

Client and logo context →
Financial sector · Software delivery workflows

Structuring the work behind financial-sector rollouts.

At NCR, Jacob implemented software development lifecycle (SDLC) workflows for large-scale rollouts, primarily in the financial sector.

Client and logo context →

Historical experience described by Jacob Burke. Tell us what’s taking most of your time →

What would break first in your business?

Book 30 minutes. You’ll get a straight answer on what we’d look at first, which kind of support fits, or that we’re not the right fit.

Book a 30-minute call with Jacob