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Right at Home: one scoreboard for territories from Boston to Seattle
Right at Home franchise operations across the country — from a 700+ employee multi-unit business in Boston to territories in Texas, Washington, Florida, Tennessee, Georgia, Alabama, Arizona, Nevada, Colorado, and Maine — ran on the same tangle of disconnected systems: scheduling, recruiting, books, and phones that never reconciled. OBIS unified each operation's data into one real-time scoreboard, and the solution spread territory by territory across the network.
29
Right at Home territories served across 11 states — from Boston to Seattle to Tampa
1,100+
employees across the two largest client operations — Boston & Maine (700+) and Northeast Texas (~400)
1 week
to reliable feedback on operational changes — fast enough to A/B test the business
Education · Business Intelligence · Marketing Technology · AI Workforce Training
Vertex Education: a data partnership that grew with a 28-campus school network
Vertex Education provides outsourced services to K-12 schools — including Legacy Traditional Schools' 28 campuses serving 25,000+ students across four states. What began as business intelligence dashboards expanded into a full marketing-technology transformation and, most recently, an AI Innovation Lab that upskilled teams across the company.
25,000+
students across the school network the work supports
1,000s
of duplicate contacts and broken workflows cleaned from the enrollment marketing stack
5
OBIS engineers embedded in Vertex's first AI Innovation Lab
Nonprofits & Foundations · AI Workforce Training · Generative & Agentic AI · Webinars
The Tory Burch Foundation: AI upskilling for 400+ small businesses
The Tory Burch Foundation empowers women entrepreneurs across the United States. Over two years, OBIS delivered three training webinars for the Foundation's community — teaching business leaders how to put generative AI, agentic AI, and data-driven strategy to work in their companies — with a single session reaching more than 400 small businesses.
400+
small businesses trained in a single webinar session
3
webinars delivered for the Foundation's community across two years
2 yrs
of repeat engagement — the Foundation kept inviting OBIS back
Professional Services & Finance · Investor Reporting · Data Visualization · Automation
Dchained Capital: reporting transparency that kept 41 of 42 investors
Dchained Capital is a multi-strategy digital-assets hedge fund — an emerging manager in an asset class where reporting standards are still being written. OBIS has been an extension of their team since near day one, building the real-time performance, risk, and benchmarking reporting that the fund credits for extraordinary investor retention.
41 / 42
limited partners retained over four years — only one investor lost
4 yrs
as an embedded reporting partner, from first dashboard to ongoing optimization
Real-time
performance, risk, and benchmark reporting delivered to investors on the fund's site
Professional Services & Finance · Embedded Analytics · Managed Reporting · Knowledge Transfer
Risk-Q: embedded analytics their customers now pay for
Risk-Q quantifies cybersecurity risk for boards, CISOs, and auditors. OBIS built the interactive reporting inside their commercial risk product — reports still in production with paying customers — and transferred the maintenance skills so Risk-Q's own team can evolve them.
In prod
reports built by OBIS still serving Risk-Q's customers today
3
regions served by the product the reporting powers — US, Europe, Israel
100%
of routine maintenance handed to Risk-Q's team through deliberate knowledge transfer
