Client Success Stories
Real transformations with measurable results
Organizations We Serve
We specialize in helping organizations achieve breakthrough improvements in productivity, efficiency, and quality by unlocking the full potential of their people and capabilities.
Mid-Market Companies
Growing businesses with 100-2,000 employees who need to compete with larger organizations while maintaining their agility and culture. We help them leverage AI to punch above their weight class.
Private Equity
Investment firms and their portfolio companies seeking to drive value creation through operational improvements and growth. We help accelerate AI adoption to enhance exit valuations.
Professional Services
Financial, legal, marketing, creative, engineering, environmental, security, HR, and other professional service firms must adopt AI to remain competitive. We cut through the noise to provide a clear path forward.
Nonprofit Organizations
Educational institutions and other nonprofits leveraging AI to achieve their mission. We help them adopt AI to enhance operational efficiency, streamline donor engagement, and improve social mission outcomes.
Transformation in Action
See how organizations like yours achieved breakthrough results
Practice Before Preaching
Middle-Market Private Equity Firm
The PE firm recognized the need to integrate AI into its operational transformation playbook for portfolio companies, but without their own internal AI adoption, they struggled to identify practical AI applications for its portfolio companies.
🔍 The Challenge
While AI performance advances rapidly, organizational absorption and value capture follow a different timeline. Successful operational initiatives depend heavily on management buy-in. Many companies are leaving significant value on the table by underutilizing AI tools, particularly in areas like customer service automation, supply chain optimization, predictive maintenance, and dynamic pricing.
⚡The Solution
We provided the firm with a strategic framework to integrate AI capabilities within their organization. Beginning with essential foundations, weekly workshops clarified core AI concepts, analyzed technological acceleration patterns, and addressed critical privacy and data security requirements to ensure confident adoption. By engaging with AI in their workflows, the firm not only increased productivity but also better understood the opportunities for value creation at their portfolio companies.
Measurable Impact
- 75% increase in AI use by PE staff within 6 months
- AI tools integrated into deal sourcing, due diligence, operations improvement, and CIM production
- Due diligence process expanded to include AI-readiness assessments of acquisitions
- Portfolio companies now receive AI adoption support as part of operational and growth initiatives
Real-Time Political Intelligence
Polling Services Company
Slow transcription processes created bottlenecks that prevented the company from meeting growing demand and risked losing clients to more nimble competitors.
🔍 The Challenge
Political campaigns needed immediate polling results to calibrate tactics, but manual transcription and analysis created significant delays. Growing demand led to missed opportunities and client dissatisfaction due to slow turnaround times.
⚡The Solution
We built an automated system using AWS APIs that captures audio files, runs them through AI transcription and sentiment analysis, and generates charts and word clouds in real-time, eliminating human transcription bottlenecks.
Measurable Impact
- Turnaround time reduced from 2 days to 2 hours
- Improved transcription quality and accuracy
- Significant cost reduction per transcription
- Ability to handle demand spikes without delays
Training Academy in 8 Weeks
Sales Enablement Software Provider
Customers loved their assessment tool but needed training support to maximize new hires' growth. Subject matter experts were too busy to create training materials from scratch.
🔍 The Challenge
While customers valued the predictive simulation tool for hiring salespeople, they struggled with the training aspect. SMEs lacked time and training expertise to create the necessary professional development materials.
⚡The Solution
We interviewed SMEs to gather key information, then used AI to synthesize that data into comprehensive training modules including assessments, skill-building exercises, and coaching recommendations. Text-to-video AI created training videos with avatar instructors.
Measurable Impact
- Complete Training Academy delivered in 8 weeks
- 40% of customers enrolled within months of launch
- $70K in upsell revenue in first four months
- Engagement exceeded all expectations
$5M Growth in Booming Market
Portable Sanitation Services
Despite a post-pandemic boom in outdoor events, the company struggled to hit sales targets due to inefficient lead generation and poor territory coordination.
🔍 The Challenge
Manual lead generation involved scouring individual websites and managing leads through spreadsheets. Poor coordination between territories led to reps chasing logistically impractical leads while missing real opportunities.
⚡The Solution
We integrated their existing network with a predictive analytics platform that pulls from hundreds of sources to identify highly qualified leads based on upcoming festivals, events, venue trends, and geographic optimization.
Measurable Impact
- $5M in incremental annual revenue identified
- $400K in opportunities won in first month
- Visibility into total addressable market
- Expanded into new service offerings
Data-Readiness for AI Adoption
Full-Service Marketing Solutions Provider and Commercial Printer
Despite offering a range of technology-enabled marketing logistics functions for national enterprise customers, this PE-sponsored company struggled with siloed systems of record and labor-intensive data processes, which limited access to timely operational and financial metrics and impeded visibility across newly acquired locations.
🔍 The Challenge
Operations spanned multiple locations across the US—each relying on different systems of record. Reporting required manual extraction and consolidation from these disparate platforms, while acquisitions required migration and integration planning for new ERP and storefront data sources. Management spent considerable time assembling reports, struggling with inconsistent definitions, and lacking insights for predictive analytics or cross-location comparisons.
⚡The Solution
We architected an enterprise-wide unified metrics reporting transformation spanning finance, operations, sales, and marketing. Our work encompassed current state process mapping, stakeholder assessment, dashboard wireframing, vendor selection, and systems integrator oversight. The implemented solution established finance as the foundational pillar—creating an AI-ready data infrastructure with automated data pipelines connecting seven distinct systems of record. Through our guidance, the client received unified dashboards and standardized reporting capabilities positioned for future expansion to other departments.
Measurable Impact
- Significant reduction in manual reporting burden
- Single source of truth
- Reduced operational friction and increased data visibility
- Faster integration of roll-up acquisitions
- Improved data governance, security, and compliance protocols for AI integration
From Silos to Success
Learning Management System Provider
New product features weren't gaining traction due to disconnected teams and inefficient marketing processes that took weeks to produce basic announcements.
🔍 The Challenge
Product and marketing teams worked in silos with little collaboration between C-level executives and PR teams. Creating marketing materials required lengthy review processes with numerous stakeholders, resulting in inaccurate messaging and significant delays.
⚡The Solution
We re-engineered their release process using AI to streamline information gathering. The CTO now demos features to the CMO on Zoom, with recordings and transcripts analyzed by AI to create blog posts, press releases, social media content, and sales collateral tailored to different audiences.
Measurable Impact
- 75% reduction in release-related time and effort
- Eliminated need for external PR consultant
- 10x increase in social media engagement
- Release timeline cut from one month to one day
Ready to Transform?
Let's Build Your AI-Powered Future Together
The organizations that thrive tomorrow are those that successfully blend human expertise with AI capabilities today.