PAST PERFORMANCE:
CASE STUDIES
Below are select examples of Unified’s past performance across strategic planning, operational modernization, and workforce enablement. Each case outlines the client need, the deliverables produced, and the impact—showing how we help leadership teams make decisions, standardize operations, and implement change that sticks.
Federal Railroad Administration
DOT FRA Records Management Support Services
CLIENT/ENVIRONMENT
Federal records management, on-site operations, NARA/FRC transfer readiness.
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PROJECT
Eliminate a large paper-records backlog at FRA headquarters while ensuring compliant inventory, disposition, digitization, and transfer of permanent records in accordance with federal requirements.
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WHAT UNIFIED DELIVERED
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Partnered with LBO Technology as Team Unified LBO to provide records management support, strategic planning, process documentation/improvement, and subject matter expertise.
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Provided in-person FRA Records Management Support for inventorying, archiving, dispositioning, and digitizing.
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Addressed a backlog of 1,200+ cubic feet of paper records housed at FRA headquarters.
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Prepared permanent records for transfer to the National Archives and Records Administration (NARA) / Federal Records Center (FRC) once inventoried and/or digitized.
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Developed and maintained a Quality Control Plan (QCP) to ensure services met the SOW requirements.
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RESULTS/IMPACT
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Improved FRA’s ability to process and control backlog records through disciplined on-site execution.
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Increased compliance readiness for permanent record transfer by establishing inventory/digitization pathways aligned to NARA/FRC requirements.
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Ensured consistent service quality and accountability through an active QCP tied to SOW performance​.
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VALUE TO DOT FRA
Executed on-site, SOW-compliant records inventory, digitization, and disposition workflows—backed by a quality control plan—to reduce backlog risk and accelerate readiness for NARA/FRC transfer of permanent FRA records while supporting DOT’s mission priorities.
Caldwell County, TX
Countywide Digital Modernization and IT Roadmap Development
CLIENT/ENVIRONMENT
County government IT strategy, continuity, digitization, governance & execution planning.
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PROJECT
Establish a forward-looking, multi-year IT strategy that aligns to county-wide priorities while assessing current systems, identifying digitization opportunities, and strengthening business continuity.
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WHAT UNIFIED DELIVERED
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Developed a multi-year IT Strategic and Operational Plan aligned to broader organizational priorities.
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Conducted a comprehensive technical assessment as the first step in County-Wide Strategic Planning.
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Performed current-state assessment of IT systems and software-driven processes; identified digitization opportunities and business continuity needs.
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Defined future-state needs, prioritized initiatives, and built governance and implementation frameworks for sustainable execution.
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Led structured needs assessments, stakeholder engagement, and strategic alignment to ensure IT planning supports institutional objectives.
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RESULTS/IMPACT
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Established a clear, county-aligned roadmap to modernize and optimize IT systems and processes.
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Strengthened the foundation for improved efficiency, security, and service delivery.
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Increased execution readiness through prioritization, governance, and implementation planning supported by disciplined stakeholder alignment.
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VALUE TO CALDWELL COUNTY
Built Caldwell County’s strategy-to-execution foundation by aligning IT modernization to county-wide priorities, prioritizing initiatives based on current-state findings, and establishing governance and implementation frameworks that support secure, continuous, and measurable improvement.
DC CFSA | Child and Family Services Agency
Financial Literacy Training and Curriculum Development
CLIENT/ENVIRONMENT
Youth exiting foster care, family support, virtual training & e-learning delivery.
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PROJECT
Align strategic goals with operational capability while modernizing processes and strengthening warehouse performance management.
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WHAT UNIFIED DELIVERED
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Provided Learning & Development consultative services, curriculum development, and virtual financial literacy training for aging-out youth and families.
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Conducted research and built curriculum aligned to the POKETT Act and ABLE account education.
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Designed and finalized Personal Finance modules covering budgeting, ABLE accounts, Special Needs Trusts, and credit education.
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Developed and configured training mockups in Unified’s LMS to enable e-learning delivery and tracking.
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Delivered customized one-on-one financial literacy sessions for aging-out youth.
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Coordinated closely with CFSA and Shared Horizons through ongoing meetings to refine the curriculum.
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RESULTS/IMPACT
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Delivered structured, role-relevant training content tailored to foster-care transition needs.
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Improved readiness for scalable delivery through LMS-enabled training and tracking.
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Increased program alignment and continuous improvement through ongoing stakeholder coordination and curriculum refinement.
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VALUE TO DC CFSA
Equipped CFSA with compliant, LMS-ready financial literacy curriculum and individualized coaching that improves youth preparedness for independent living—while enabling scalable training delivery, tracking, and continuous refinement with CFSA stakeholders.
OES | Office of the Executive Secretariat
OES Governance, Strategy, and Operations Support
CLIENT/ENVIRONMENT
Executive governance, strategic/operational support, documentation & training.
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PROJECT
Strengthen executive governance operations through coordination, standardized documentation, and decision-support practices aligned to leadership communication and accountability requirements.
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WHAT UNIFIED DELIVERED
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Governance-oriented strategic and operational support to senior leadership.
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Strategic planning and management consulting services.
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Process documentation, improvement, and technical writing.
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Revamped official manuals, handbooks, and guides for internal and external audiences (leadership, supervisors, non-supervisory staff).
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OES Training Plan for Soft Skill and Professional Development training (defined subjects) for leadership and staff.
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RESULTS/IMPACT
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Standardized core documentation to improve consistency, clarity, and usability across audiences.
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Reinforced process discipline and coordination within an executive governance framework.
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Strengthened leadership decision support through structured planning and governance-aligned artifacts.
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VALUE TO OES
Delivered governance-ready documentation and a structured training plan that improved executive coordination, standardized how work is executed and communicated, and strengthened decision support and accountability across OES.
MMSC | Material Management
Service Center
MMSC Strategic Planning and Warehouse Operational Modernization
CLIENT/ENVIRONMENT
Strategic planning, warehouse operations, performance management.
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PROJECT
Align strategic goals with operational capability while modernizing processes and strengthening warehouse performance management.
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WHAT UNIFIED DELIVERED
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Comprehensive MMSC Strategic Plan
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Warehouse Operational Mapping and Documentation
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Budget Process Guides and Team Training
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Warehouse Management Systems Guides and Training (internal/external audiences)
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Training Action Plan for Soft Skills and Professional Development
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RESULTS/IMPACT
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Established standardized warehouse process documentation to support consistent execution.
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Enabled role-based training for leadership, supervisors, and non-supervisory staff to drive adoption.
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Produced executive decision-support artifacts connecting strategy to operational execution.
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VALUE TO MMSC
Delivered the strategy-to-execution artifacts and role-based training MMSC needed to standardize warehouse operations, strengthen performance management readiness, and support leadership decision-making for modernization.
DOL Job Corps Centers
Pandemic Response and Operational Readiness
CLIENT/ENVIRONMENT
Federally funded education & workforce training campuses | National scale (U.S. & Puerto Rico).
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PROJECT
Safely and efficiently reopen Job Corps campuses during and after the COVID-19 pandemic—ensuring compliant decontamination, logistics, and operational continuity across a large national footprint.
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WHAT UNIFIED DELIVERED
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Provided management and technology consulting support to Job Corps Centers as federally funded education and workforce training institutions.
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Delivered COVID-19 Decontamination, Logistics, and Resumption consulting to reopen all 123 JCC campuses nationwide (including Puerto Rico).
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Provided program management, logistical support, and technology development and operations to support on-campus resumption during the pandemic and post-pandemic period.
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Delivered technology implementation, hosting, and project management application tools to enable coordinated execution.
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Deployed specialized SMEs, including industrial hygienists and epidemiologists (MD/PhD/MPH) with infectious disease backgrounds.
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Developed policies and procedures aligned to CDC, GSA, and OSHA standards to support safe opening and ongoing operations.
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RESULTS/IMPACT
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Enabled large-scale, organized reopening with standardized policies and procedures across 123 campuses.
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Strengthened health/safety compliance and operational continuity through expert-led guidance and governance-ready documentation.
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Improved coordination and execution speed through program management and enabling technology.
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VALUE TO DOL JOB CORPS
Reopened 123 Job Corps campuses with a coordinated, standards-based resumption approach—combining program management, enabling technology, and infectious-disease expertise to implement compliant policies and procedures that supported safe, consistent operations at national scale.
Rockdale County, GA
5-Year Strategic Plan Development (“Reimagine Rockdale”)
CLIENT/ENVIRONMENT
County-wide strategic planning, stakeholder and community engagement.
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PROJECT
Define a new five-year strategic direction through an inclusive planning process that incorporated leadership alignment, community input, and data-driven research.
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WHAT UNIFIED DELIVERED
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Provided professional services, consultation, strategic planning expertise, and support to develop the County’s 5-Year Strategic Plan: “Reimagine Rockdale”.
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Led a multi-stakeholder planning process with County Administration, Department Leadership, Business Community & Stakeholders, Elected Officials (including the City of Conyers), and Citizens.
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Conducted Market & Industry Research, including a comparative analysis of similar counties.
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Reviewed the prior 5-year plan “Envision Rockdale” to inform continuity and improvements.
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Designed and administered Reimagine Rockdale surveys for adults and youth, including a Comprehensive Plan Survey Results effort.
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Hosted community engagement events (Townhalls and Drop-In Events).
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Built a dedicated project website outlining the strategy process and participation opportunities.
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RESULTS/IMPACT
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Established a structured, county-wide approach to strategic planning with broad stakeholder participation.
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Produced research- and survey-informed inputs to shape priorities and strategic direction.
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Increased transparency and engagement through public events and a dedicated project site​.
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VALUE TO ROCKDALE COUNTY
Delivered a community-informed, research-backed 5-year strategic plan—engaging leadership, elected officials, businesses, and residents through surveys, events, and a public project website to shape clear priorities and a unified direction for Rockdale County.
Automating TennCare’s Manual LTSS Eligibility and Medicaid Reimbursement Workflow
TennCare (State Medicaid)
CLIENT/ENVIRONMENT
Long-Term Services & Supports (LTSS) | Multi-agency workflows, confidential records, system integrations.
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PROJECT
Replace a manual medical eligibility process with an automated, auditable workflow that improves approvals, performance, and records handling across multiple agencies and external providers.
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WHAT UNIFIED DELIVERED
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Served as a subcontractor to Martin Loyd and DXC to modernize TennCare eligibility operations.
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Replaced the manual medical eligibility process with an automated solution using a modified agile methodology.
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Developed the business process management system: TennCare Pre-Admission Evaluation System (TPAES).
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Implemented workflows to secure approvals, improve process performance, and capture detailed audit trail data.
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Managed robust electronic documents and confidential records for the TennCare LTSS team.
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Enabled Nursing Homes and Long-Term Care Facilities statewide to submit Medicaid reimbursement requests.
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Delivered role-based approvals, reporting, and notifications across multiple state agencies.
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Integrated TPAES with other state systems and coordinated input from multi-state team members and third-party participant organizations​.
RESULTS/IMPACT​
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Automated eligibility and reimbursement workflows to reduce manual processing and improve throughput.
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Strengthened governance and compliance through detailed audit trails and role-based controls.
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Improved cross-agency coordination and interoperability via integrated workflows and system connections.
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VALUE TO TENNCARE
Delivered an automated, audit-ready eligibility and reimbursement platform that replaced manual processing—enabling statewide LTSS providers to submit Medicaid requests, supporting secure document handling, and streamlining multi-agency approvals through integrated, role-based workflows.
CNIC | Commander, Navy Installations Command
Talent Management and Acquisition Platform Implementation and Workforce Strategy Support (Team 4S Unified)
CLIENT/ENVIRONMENT
Global Navy shore installation management | 10 regions, 70 installations, 123 Naval Operations Support Centers.
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PROJECT
Strengthen recruiting and retention at enterprise scale while implementing a modern talent management and acquisition capability to support CNIC’s mission and civilian workforce needs.
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WHAT UNIFIED DELIVERED
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Partnered with 4S – Silversword Software & Services, LLC to form “Team 4S Unified” providing recruiting/retention, management consulting, and technology services.
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Led the project team’s recruiting and retention efforts.
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Delivered data analytics services to support workforce decision-making.
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Led IT development and implementation for CNIC’s new Talent Management and Acquisition platform.
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Supported CNIC across a complex, distributed enterprise spanning 10 regions, 70 installations, and 123 Naval Operations Support Centers.
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RESULTS/IMPACT
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Advanced CNIC’s talent strategy through coordinated recruiting/retention execution and analytics-driven insight.
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Delivered an enterprise talent platform to improve how CNIC manages talent acquisition activities across a global footprint.
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Strengthened implementation discipline through integrated consulting and technology delivery.
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VALUE TO CNIC
Enabled CNIC to modernize talent acquisition at enterprise scale by leading recruiting/retention efforts and delivering analytics and IT implementation for a new talent management platform—supporting workforce readiness across 10 regions, 70 installations, and 123 support centers.
OHIO Work Experience/
LMS-Enabled Digital Literacy, Job Readiness, and Soft Skills Training for TANF Customers
CLIENT/ENVIRONMENT
Ohio Work Experience Program | Partner: Cuyahoga Job and Family Services | TANF workforce programming | Virtual and LMS delivery.
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PROJECT
Deliver accessible, high-quality workforce training that helps TANF customers meet work requirements while building the skills needed for long-term employment and self-sufficiency.
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WHAT UNIFIED DELIVERED
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Supported the Ohio Work Experience Program in partnership with Cuyahoga Job and Family Services to deliver workforce programming focused on self-sufficiency and sustained employment.
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Delivered virtually instructor-led (ViLT) training via virtual meeting platforms.
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Delivered self-paced eLearning and skills development modules through Unified’s Learning Management System (LMS).
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Provided training in Digital Literacy, Job Readiness, and a robust 10-course Soft Skill Training series.
RESULTS/IMPACT​
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Expanded access to workforce skills development through scalable virtual and self-paced delivery.
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Strengthened participant readiness for employment through structured digital literacy, job readiness, and soft-skill pathways.
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Supported program compliance by enabling training that helps TANF customers meet work requirements.
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VALUE TO OHIO WORK EXPERIENCE
Delivered scalable ViLT and LMS-based training that helps TANF customers meet work requirements while building job readiness, digital skills, and soft-skill competencies that support long-term employment outcomes.