Success Stories

Featured Case Studies

Business Plan

Tea Export Business Plan

Result: Plan fully implemented, tea now available for sale in the United States with sustainable export revenue.

Challenge

A Chinese tea producer wanted to export high‑quality tea to the American market but had no knowledge of U.S. consumer preferences, distribution channels, e‑commerce, or regulatory requirements.

Solution

We drafted a detailed four‑phase business plan. Phase I created a Shopify store, social media marketing, and sample distribution. Phase II transferred store ownership to foreign partners with exclusive sourcing from the producer. Phase III added subscriptions. Phase IV pursued B2B opportunities (hotels, tea shops). The plan clearly communicated investment, roles, and shared benefits for all parties (foreign partners, product supplier, sourcing agent/consultant).

Result

The plan was fully implemented. The tea is now available for sale in the United States, and the American market has been opened with a unique cultural advantage (positioning loose‑leaf, high‑quality tea against mass‑market tea bags). The client achieved sustainable export revenue.

📄 English PDF 📄 中文 PDF

Policy Analysis

Bublr Diversifying Revenue

Result: Funding gap of $54,550 closed, system returned to sustainable operating budget.

Challenge

Government grant funding for the bike‑share system was expiring, leaving a projected annual operating deficit of $54,550. The client needed new revenue sources to close the gap and ensure long‑term financial sustainability.

Solution

We delivered a comprehensive policy analysis evaluating four revenue alternatives: (1) an all‑day 24‑hour pass, (2) infrastructure/accessories to attract casual users, (3) monetizing trip data, and (4) a title sponsor. Using criteria (effectiveness, administrative ease, equity, time), we recommended Alternative 1: a $24 all‑day pass with no time limit.

Result

The client implemented the all‑day pass. The funding gap was closed, and the system returned to a sustainable operating budget. The other three alternatives remain ready for future expansion or changing market conditions.

📄 English PDF 📄 中文 PDF

Efficiency Audit

Lead Generation Plan

Result: Operating costs decreased by 18%, service speed improved, and customer service calls dropped by 30%.

Challenge

A company suffered from inter‑department silos. Each department (sales, operations, customer service, accounting) worked independently, causing inefficiencies that increased operating costs and slowed service delivery. Management knew there was room for improvement but didn't know how to identify or fix the root causes.

Solution

We conducted a full efficiency audit of the company's department structure. We documented how isolated workflows were bleeding profit, then delivered a detailed Lead Generation Plan (the "Block Party Plan") that proposed geographic targeting, cross‑department coordination, and new performance metrics. The plan showed how concentrated client density would reduce overhead across all departments.

Result

The client implemented the plan. Operating costs decreased by 18% while service speed improved. Customer service calls about ETAs dropped by 30%. Employee workload decreased, allowing staff to focus on higher‑quality work. Overall profitability increased due to lower overhead and faster service delivery.

Estimated statistics provided with client permission.

📄 English PDF

Efficiency Audits

Profit-driven cost reduction and operational improvements

Efficiency Audit

Bublr Maintenance Trip Analysis

Result: Increased employee productivity, reduced overhead costs, maintenance trips became predictable.

Challenge

A non‑profit bike‑share system (Bublr Bikes) spent significant resources manually "balancing" bikes between stations – moving bikes from full stations to empty ones. This reactive, labor‑intensive process was expensive and inefficient, and the organization needed to reduce operating costs without hurting service quality.

Solution

We analyzed three years of trip data (233,296 total records, 45,052 maintenance trips) using T‑tests and geographic mapping. We identified behavioral patterns (users prefer downhill trips, coordinate with bus schedules) and high‑stress stations (e.g., UWM Student Union, Golda Meir Library). Our report recommended targeted rebalancing schedules and app‑based nudges to encourage user self‑correction.

Result

The insights increased employee productivity and reduced overhead costs for balancing the system. Maintenance trips became more predictable, and staff time was freed for other tasks. The data‑driven approach is now used for ongoing operational planning.

📄 English PDF 📄 中文 PDF

Policy Analysis

Government funding, transportation, and regulatory guidance

Policy Analysis

Transit Connections to Foxconn

Result: On-campus housing solution implemented, removing transportation barrier completely.

Challenge

The City of Racine needed to connect unemployed residents to thousands of new jobs at the Foxconn manufacturing campus (Village of Mount Pleasant). Geographic mismatch and lack of transit options threatened to leave local workers behind.

Solution

We wrote an academically researched policy analysis examining four alternatives. Our primary recommendation was a commuter vanpool program (100% funded by CMAQ grants, no local match). However, we also questioned the original challenge and suggested that on‑campus housing could eliminate the need for transportation entirely.

Result

The housing solution was implemented. Workers now live adjacent to the Foxconn site, removing the transportation barrier completely. Our transit recommendations (including the vanpool) remain on the shelf, ready for future use if employment expands further.

📄 English PDF

Policy Analysis

Last Mile Technologies

Result: Research used as reference to create regulatory frameworks in multiple municipalities.

Challenge

City stakeholders and regulators faced a flood of new mobility devices (dockless bikes, e‑scooters, e‑assist bikes) but lacked objective, research‑based information to make policy decisions. They needed guidance on advantages, disadvantages, safety, and best practices.

Solution

We produced a comprehensive document that defined each technology (docked/dockless bike share, e‑scooters, e‑assist bikes, e‑bikes, special mobility devices). We detailed environmental impact, health benefits, public safety concerns, vandalism risks, and international case studies (China, Netherlands). The report concluded with clear recommendations for pilot programs, equity considerations, and infrastructure prerequisites.

Result

The intended audience – city officials and transportation planners – used the document as a reference to create regulatory frameworks for e‑scooters and bike‑share systems in multiple municipalities. The research helped avoid reactive bans and enabled informed, balanced policies.

📄 English PDF 📄 中文 PDF

Business Plan Proposals

Market entry, new revenue streams, and strategic initiatives

Business Plan

Green Bay Green Bikes

Result: Proposal raised awareness and kicked off discussions, municipal program now manages the system.

Challenge

Before bike‑share became common, downtown Green Bay faced parking congestion during large events (farmers market, Tall Ships Festival). Most residents lived outside the downtown area and drove in, but parking was limited. The idea of shared bikes was new, and no one had proposed a practical, accountable system.

Solution

We wrote a visually rich proposal for a three‑phase bike‑share pilot. Phase I used manual check‑out/check‑in with GPS tracking, selfies for accountability, and volunteer staffing. Phase II formed a non‑profit. Phase III moved to automated kiosks. The document addressed theft, vandalism, safety, and infrastructure (bridge bike lanes vs. sidewalks).

Result

The proposal raised awareness and kicked off serious discussion. A municipal bike‑share program was later started and is now managed by the city, directly following the framework we outlined. The document served as the foundational blueprint.

📄 English PDF

Business Plan

Military Ave Open Air Market

Result: Average customer spending increased by 22% per visit in first season, vendor participation grew year over year.

Challenge

Military Avenue's retail stores were spread out with large parking lots between them. Customers drove to one store, then left – they did not walk to neighboring businesses. This "single trip, single purchase" pattern suppressed district‑wide sales.

Solution

We proposed a weekly open‑air market (tented vendor event) to draw foot traffic, condense retail exposure, and encourage exploration. The plan included walk‑score analysis (range 50‑74), demographic targeting, event location options (parking lots near Burlington Coat Factory or Broadway Automotive), and a list of needed resources (power, bathrooms, waste disposal, insurance). Marketing emphasized collaboration with On Broadway Inc. and DGBI to avoid date conflicts.

Result

The main street program launched the market as recommended. Average customer spending per visit in the district increased by 22% within the first season. Vendor participation grew year over year, and the event became a regular community attraction.

📄 English PDF

Featured Case Studies

Tea Export Business Plan

Challenge

Solution

Result

Bublr Diversifying Revenue

Challenge

Solution

Result

Lead Generation Plan

Challenge

Solution

Result

Efficiency Audits

Bublr Maintenance Trip Analysis

Challenge

Solution

Result

Policy Analysis

Transit Connections to Foxconn

Challenge

Solution

Result

Last Mile Technologies

Challenge

Solution

Result

Business Plan Proposals

Green Bay Green Bikes

Challenge

Solution

Result

Military Ave Open Air Market

Challenge

Solution

Result

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