Case Studies

What It Looks Like When It Works

Real engagements. The situation before. The diagnosis. What was built. What changed.

Our engagements are covered by confidentiality agreements, so we do not publish client names. The industries, revenue ranges, and numbers below are real. The identities stay private by design.

Our Work

Professional Services$4M ARR, 22 employees

From Operational Fires to a Business That Runs Without Daily Heroics

The founder was handling 70% of decisions personally. Every client escalation landed in his inbox. The team had grown to 22 people but operated like a 6-person shop.

70%

Decisions removed from founder

90 days

Time to implement

✓Decision-making authority delegated to 3 department leads
✓Founder out of day-to-day operations in 90 days
+1 more

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Technology / SaaS$6M ARR, 31 employees

The $12K/Month Software Stack That Was Running the Business Blind

Twelve software subscriptions. No single source of truth. Leadership was making decisions from stale, manually-assembled spreadsheets.

$38K/yr

Software cost reduction

5 of 12

Tools eliminated

✓Reduced from 12 tools to 7
✓Single operational intelligence dashboard (Vantage)
+1 more

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Commercial Real Estate$5M–$10M ARR

From Manual Overhead to High-ROI Work

A commercial real estate firm came in wanting more automation in their CRM. Getting inside the operation revealed a bigger opportunity: AI optimization gaps across multiple workflows where staff capacity was absorbed by process administration instead of the client-facing work that drives growth.

12+

Workflows automated

Staff time to high-ROI work

✓CRM automation layer built to eliminate default manual overhead
✓Vantage intelligence layer capturing institutional knowledge across the firm
+1 more

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