Case Studies
Work that changed a real number.
Browse the operating problem, the system we built, and the measurable result. No decorative concept projects.
40 total cases · 19 industries · 8 outcome types
40 / 40
Claims Triage Copilot
Adjusters had to jump between policy packets, repair estimates, claim notes, and photo evidence before deciding whether a claim was ready for straight-through handling or senior review.
↗-41%First Review Time
+24%Straight-Through Eligibility
Franchise Ops Platform Rebuild
HQ and franchisees managed onboarding, compliance, and local performance tracking across spreadsheets, forms, and email threads that could not keep up with network growth.
↗-54%Weekly Admin Time
99.95%Platform Uptime
Freight BOL Intake Automation
Operations staff manually extracted shipment details from bills of lading, invoices, and booking emails before entering them into the transport management system.
↗4 hours -> 18 minutesShipment Intake Time
-91%Rekey Error Rate
Global RevOps Stack Reset
Sales, marketing, success, and finance operated overlapping tooling with conflicting definitions of pipeline, expansion, and renewal stages.
↗-27%Duplicate Tool Spend
+41%Funnel Visibility
Clinical Trial Site Search
Site coordinators lost time hunting through protocol amendments, site manuals, recruitment criteria, and adverse event procedures before they could answer operational questions.
↗-58%Protocol Lookup Time
+33%Coordinator Throughput
Broker Portal Launch
Brokers emailed PDFs and spreadsheets into shared inboxes, and internal teams rekeyed submissions into rating tools and policy systems before underwriting could even begin.
↗6 days -> 36 hoursQuote Turnaround
+29%Broker Self-Service Adoption
Accounts Payable Exception Router
AP analysts spent most of their day chasing missing receipts and mismatched line items across job sites, vendors, and business units.
↗-63%Exception Queue Age
+2.3xInvoices per Analyst
Medical Review Toolchain Redesign
Creative, medical, and compliance teams used disconnected tools, which obscured approval history and slowed campaign release.
↗-34%Asset Review Time
+52%Audit Traceability
Merchant Risk Review Agent
Underwriters manually compared onboarding forms, web presence, sanctions data, processing intent, and historical risk signals before approving merchants.
↗-46%Underwriting Review Time
+19%Approval Consistency
Member Onboarding Platform
Member onboarding and certification progress lived across a legacy CMS, payment tool, and manual spreadsheets, which made completion rates hard to improve and support hard to scale.
↗+36%Onboarding Completion
-57%Support Tickets
Lab Order Reconciliation Flow
Orders, specimens, and results often mismatched across EHR feeds, LIS records, and courier updates, forcing manual reconciliation and delayed reporting.
↗-82%Manual Reconciliation Time
-67%Delayed Result Incidents
Portfolio Data Hub
Operating partners collected KPI packs from portfolio companies in spreadsheets and slide decks, with no reliable consolidation model.
↗-46%Monthly Reporting Prep
-58%KPI Restatement Incidents
Multilingual Support Coach
Support teams in five regions gave uneven answers because core documentation and release notes were English-first and reps had inconsistent access to product nuance.
↗-29%Escalation Rate
+34%QA Score
Clinic Scheduling Platform
Intake coordinators bounced between fax, phone, EHR messages, and calendars, which delayed scheduling and led to dropped or stalled referrals.
↗-39%Scheduling Cycle Time
+21%Kept Appointment Rate
Returns Disposition Orchestrator
Returned devices sat too long between inspection, resale, refurbishment, and parts harvesting because disposition decisions were fragmented across teams.
↗-49%Days to Disposition
+22%Recovery Value
Field Service Stack Unification
Dispatch, inventory, payroll, and customer communication tools evolved independently, creating blind spots and duplicate data entry.
↗-31%Dispatch Blind Spots
-19%Duplicate Subscriptions
Field Photo Triage AI
Estimators waited on senior reviewers to interpret water and fire damage photos before deciding what crews, materials, and inspection steps should go first.
↗-52%Estimate Prep Time
+27%First-Visit Fix Rate
Supplier Collaboration Portal
Supply chain teams depended on email threads and spreadsheet trackers for supplier commitments, document exchange, and late change communication.
↗-47%Supplier Response Lag
+31%On-Time Update Rate
Lease Abstracting Pipeline
Property teams manually pulled rent steps, renewal clauses, and notice dates from leases, delaying reporting and increasing the risk of missed obligations.
↗3 weeks -> 3 daysAbstract Turnaround
96%Key-Field Capture Accuracy
Multi-Brand Content Stack
Each brand chose its own DAM, PIM, CMS, and creative tools, making reuse low and campaign launches inconsistent.
↗+37%Campaign Asset Reuse
-28%Asset Lookup Time
Catalog Match Engine
Adding new suppliers required staff to map inconsistent manufacturer naming, PDF specifications, and spreadsheet data into the distributor internal taxonomy by hand.
↗+61%Catalog Match Automation
-73%Enrichment Backlog
Compliance Evidence Workbench
Consultants manually chased screenshots, logs, approvals, and policy artifacts across clients, which limited account capacity and made audit prep uneven.
↗-52%Audit Prep Hours
+33%Account Capacity
Credentialing Renewal Orchestrator
Coordinators tracked therapist and nurse renewals in spreadsheets, causing expired credentials and frantic last-minute follow-up.
↗-74%Expired Credentials
-58%Coordinator Admin Time
Grant Operations Stack
Program teams assembled applications across docs, spreadsheets, file shares, budgeting tools, and email chains with weak traceability.
↗-43%Application Assembly Time
+29%Submission Accuracy
Maintenance Root-Cause Assistant
Reliability engineers spent too long reconstructing failure chains from CMMS tickets, SCADA alarms, and technician shift notes after line stoppages.
↗-36%Mean Time to Diagnosis
-18%Unplanned Downtime
Inspection Mobile Suite
Inspectors captured site data offline in notes and spreadsheets, then spent evenings rewriting findings into reports and billing summaries.
↗-66%Report Turnaround
+43%Billable Utilization
Shift Callout Backfill Flow
Supervisors handled shift callouts through texts and phone trees, making coverage slow and overtime costs unpredictable.
↗17 minutes -> 3 minutesShift Fill Time
-18%Overtime Overspend
Hospitality Franchise Stack Governance
Properties adopted local tools and ad hoc permissions, creating inconsistent guest-data handling and weak operational oversight.
↗-18%Access Audit Findings
+35%Cross-Property Visibility
Legal Clause Risk Review
Legal operations reviewed hundreds of clauses each month against internal playbooks, insurance requirements, and local exceptions, which made turnaround slow and costly.
↗-63%Clause Review Time
+22%Deviation Catch Rate
Event Ops Control Center
Event days relied on radio calls, static run sheets, and message threads that made escalations slow and status visibility poor.
↗-48%Day-of Escalation Time
+26%Venue Utilization
Construction Submittal Routing
Submittals and RFIs stalled in inboxes because routing logic depended on project managers remembering reviewer chains, deadlines, and package types.
↗-44%Review Cycle Time
+31%Approval Predictability
Enterprise Knowledge Stack
Employees were split across wikis, drives, chat histories, and meeting transcripts, so finding current policy or client context took too long.
↗-49%Policy Lookup Time
+32%Knowledge Adoption
Pricing Anomaly Explainer
Pricing analysts could see anomalies in dashboards, but still had to manually trace whether they came from feed lag, promotion stacking, or seller competition.
↗-71%Analyst Triage Time
+15%Margin Recovery
Donor Fulfillment Platform
The nonprofit coordinated donations, inventory, volunteer shifts, and recipient requests across disconnected tools and manual lists that made fulfillment slow and error-prone.
↗-62%Fulfillment Coordination Time
+44%Repeat Donor Activation
Customs Preclearance Workflow
Customs documents were often missing HS codes, valuation evidence, or country-of-origin support until shipments were already delayed at the border.
↗-57%Customs Holds
-6 hoursAverage Release Delay
Manufacturing Quality Systems Map
Quality events moved across multiple systems without a clear system of record, causing traceability gaps and duplicate effort.
↗-38%Non-Conformance Handoff Time
+27%Traceability Coverage
Revenue Intelligence Copilot
Account teams manually pulled data from CRM, support, product usage, and call notes before QBRs and renewals, leaving too much useful signal unused.
↗-32%Deal Prep Time
+27%Expansion Pipeline Coverage
Rental Turnover Platform
Branch teams lacked a shared view of inspection, cleaning, repair, and dispatch status, so assets sat idle or were promised to customers before they were actually ready.
↗-35%Idle Asset Days
+28%Ready-to-Rent Accuracy
Patient Referral Intake Automation
Referral teams retyped faxed and emailed referrals, then manually chased missing authorizations, demographics, and visit prerequisites before scheduling could start.
↗-61%Referral Intake Time
+23%Referral Completion
Customer Success Platform Unification
CSMs built renewal and risk views manually because health signals were spread across several tools with inconsistent definitions.
↗+24%At-Risk Account Detection
-33%QBR Prep Time