Three engagements, three different problems, three measurable results. Every case study below shows what we did, how we did it, and what changed in the business.
A growing B2B SaaS company was losing deals because their onboarding process took three full business days per customer. Sales would close. Then the customer would sit in a queue, lose momentum, and sometimes churn before they ever got value.
Started with a Phase 1 audit to map every step of onboarding and identify which steps were repetitive, which required human judgment, and which were just bottlenecked on a single person. We built a Phase 3 sprint to automate document collection, configuration, and a tier-1 success playbook using a custom AI copilot trained on their playbooks.
Time-to-first-value dropped from 3 days to under 90 minutes. The success team handled 2.5x more accounts with the same headcount. Six-month churn dropped 18%.
A 22-person consulting firm was about to sign a $180K contract for an enterprise AI platform. Their team had been pitched hard. The executive sponsor wanted us to validate the choice before signing.
Engaged as fractional CAIO under a Phase 2 retainer. Ran a buyer-side review of three competing tools, rebuilt the firm's evaluation criteria around their actual workflows, and led the procurement conversations. Found a 70%-cheaper alternative that fit the use case better.
The firm saved $128K in year-one software spend and shipped their first AI workflow 5 weeks faster than the original plan. We've stayed on as their fractional CAIO ever since.
A specialty manufacturer had tried two previous AI initiatives. Both stalled out before launch. The CEO was skeptical — rightly — about trying a third time. The team wanted help with quote generation, which was eating 12 hours a week from senior estimators.
Started with a tight, scoped Phase 1 audit focused only on the quoting workflow. Built a Phase 3 sprint to deploy an AI assistant that drafted first-pass quotes from project briefs. Trained estimators, built evaluation criteria, and stayed embedded through the first 30 days of production use.
Average quote turnaround went from 4 days to 11 hours. Estimators reclaimed 9 hours per week each. Win rate ticked up 6% from faster response times alone.
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