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Fulkerson Advisors
Case Files · 01–10

Selected engagements.

Ten case files from the practice. Industries described; client names disclosed only where the work is on the public record. Methods specific; outcomes named.

  1. Financial Services · Pension Fund

    Sector
    Asset Management
    Region
    United States
    Engagement
    Implementation & Strategy
    Duration
    16 weeks

    Equity Index Strategy Backtesting

    The challenge

    A US pension fund wanted to evaluate candidate equity index strategies against historical data before committing capital to them. The existing evaluation process ran on a quarterly cycle, and strategy ideas waited on it.

    What we built

    We built a web application for backtesting equity index strategies, using GenAI to process the historical financial data the strategies are tested against, and automated the fund's proprietary model for tracking changes across S&P US indexes.

    Outcome

    Strategy evaluation moved from a quarterly process to a daily one. Investment managers test ideas the week they have them, and the strategies that survive arrive at the committee already backtested.

  2. Legal Services

    Legal Interview & Document Automation

    The challenge

    Pre-litigation interviews and document preparation at a major US law firm ran on attorney hours. Routine intake work was consuming time the firm wanted on complex matters.

    What we built

    An LLM interview agent that conducts initial client interviews and drafts pre-litigation documents, integrated with the firm's case management platform and built to follow its established interview protocols.

    Outcome

    The agent now runs initial client interviews and produces pre-litigation drafts that clear the firm's document-quality and compliance review. Attorney hours go to the matters that need them.

  3. Technology · Data Management

    SQL Chatbot for Enhanced Data Interactions

    The challenge

    A technology company's Redshift database held answers its business teams couldn't reach — every question had to route through someone who could write SQL.

    What we built

    A chatbot that translates plain-language questions into SQL against the Redshift schema, so staff outside the data team can query the database themselves.

    Outcome

    Non-technical staff across departments now pull their own answers from the database, without SQL and without a ticket queue.

  4. Retail

    Store Labor Planning & Optimization

    The challenge

    A large US retailer's planning process couldn't balance store staffing against profitability targets — the result was unnecessary labor cost in some stores and missed service levels in others.

    What we built

    A predictive model for store-level profitability paired with an optimization engine for labor allocation, built on historical performance data and local market conditions.

    Outcome

    The retailer now plans workforce allocation from the model's staffing recommendations. Store profitability improved without trading away service levels.

  5. Education Technology

    AI-Powered Content Generation for EdTech

    The challenge

    An EdTech startup's personalized-learning model needed more material — lesson plans, quizzes, explanatory texts — than its writers could produce.

    What we built

    A GenAI content pipeline with prompting developed per material type: lesson plans, quizzes, and explanatory texts, each with its own generation and review path.

    Outcome

    The pipeline now drafts the bulk of new material. The startup's creators spend their time on curriculum design and quality control instead of first drafts.

  6. Enterprise Software

    GenAI Strategy for Enterprise Software

    The challenge

    An enterprise software startup wanted GenAI in its product and its operations but had no basis for deciding which initiatives deserved funding.

    What we built

    We worked with the leadership team on a GenAI strategy grounded in their current product suite, market position, and internal capabilities.

    Outcome

    The strategy produced a funded shortlist tied to business objectives — and an explicit list of initiatives not to pursue. Two proposed pilots were killed; the initiative tied to renewal economics got its funding accelerated.

  7. Data Integration Services

    Unstructured Data Mapping Pipeline

    The challenge

    A data integration provider was mapping growing volumes of unstructured client data to its internal schema by hand — slow, and inconsistent from operator to operator.

    What we built

    A GenAI pipeline that categorizes and structures incoming data from varied sources and maps it to the company's schema, using NLP and machine-learning models in place of manual review.

    Outcome

    Mapping that required manual intervention now runs through the pipeline. The company handles a larger volume of client data, faster, and the operator-to-operator inconsistency is gone from the standard path.

  8. Healthcare · Medical Devices

    LLM Agent for Medical Device Support

    The challenge

    Patient inquiries were outrunning a medical device company's support team, and the support had to be accurate — these are people asking about the device they depend on.

    What we built

    A voice LLM agent that conducts calls with patients directly, integrated with the company's product documentation and support databases so its answers stay current.

    Outcome

    The agent handles routine inquiries and follow-up calls. The human team works the complex cases, instead of the queue.

  9. Executive Leadership Development

    AI-Powered Executive Coaching Platform

    The challenge

    A CEO coach with a methodology built over decades of advising Fortune 500 leaders couldn't take on more clients without diluting it. Demand had outgrown one calendar.

    What we built

    An AI platform that encodes his methodology — LLMs plus scenario modeling, built to run the kind of coaching interaction he runs, in his sequence and his voice.

    Outcome

    His methodology now reaches executives he would never have had calendar time for, in interactive sessions that follow his approach rather than a generic chatbot script.

  10. Conglomerate · Retail

    Demand Forecasting Center of Excellence

    The challenge

    A Caribbean conglomerate wanted demand forecasting across its portfolio of businesses — staffed locally, in a market where that talent had to be developed rather than hired.

    What we built

    We designed and stood up the forecasting function end to end: custom forecasting models, a training curriculum for local analysts, and the hiring and development program to make the capability self-sustaining.

    Outcome

    The center of excellence runs on trained local analysts. Planning accuracy improved, and the region gained a forecasting talent pipeline it didn't have before.

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