Case Studies

Staff Planning System for Field Offices


This national client wanted a way for its individual store managers to plan their staff and equipment needs using their own local knowledge of seasonal trends, coupled with in-depth statistics provided at the corporate level. The client had previously handled this via the loose collection of Excel documents in various formats using data that wasn't current enough to be useful. 


PDS would have to integrate the data from corporate to keep it current, account for store closures/openings/mergers, account for employees leaving the company or moving to a new location, and provide real-time management view of the activity from the field.

Importantly, the customers that transacted with a company rep or with a specific company location had to remain with that rep or company location (or not) based on a highly complex set of business rules. In order to help maintain a consistent customer experience, our client did not want its customers being jockeyed around to different reps/locations needlessly.


PDS worked with corporate's IT department to design secure, automated daily feeds of the statistical data and store activity. 

Working closely with both corporate management and field managers to design the right user experience, PDS created a secure web application that provided an easy-to-use method for its users to try different scenarios and immediately see the impacts before committing to a staffing plan. Corporate management was now able to see new trends in time to make better decisions, store managers were able to right-size their resources, and both were able to leverage the local knowledge and instincts that can only come from people working in the field. 

Market Analysis – Automotive Supplier

“Beta” Company is a regional retailer of tires and automotive repair. Beta is a leader in the industry and sells to a diverse audience. Beta was interested in determining which markets represented the greatest opportunity for growth, so as to expand their brand.

Marketing Event Management System

This client holds thousands of local marketing events across the country, hosted by its field offices. Raffles and giveaways are held and leads are collected. They needed a way to collect the lead data, coupled with responses to a few strategic questions, and integrate the data into a CRM effort where the leads could then be contacted by phone and email with discount offers. Client wanted real-time visibility to event activity, CRM activity, and subsequent conversion rates.

Managed Mail Solution

This client provides seniors and their families with senior living options for all stages of their lives. They have several locations in multiple states. They focus not only on their senior residents and families, but also take great pride in being an employer-of-choice for their employees.

Database Migration

Canine to Five is Metro Detroit’s finest dog daycare, boarding, and grooming facility, located in the heart of Detroit’s Historic Midtown Neighborhood. Canine to Five is a staple in Detroit culture and, through its commitment to dogs and their owners, it has grown to include a second location in Ferndale.

Reporting Portal Development

A Fortune 5000 company was looking for a mobile solution that included event management to capture lead data in real time in order to better manage communication to any given individual through the marketing funnel, as well as to facilitate effectiveness metrics for management.