Client Success Stories
Real transformations with measurable results
Case Studies with Measurable Impact
We help organizations achieve breakthrough improvements with AI.
AI Readiness
Assessing readiness focuses on data and people. We talk to your operators and survey your employees to uncover what you don’t see. The result? You stop guessing where to start and start building where it matters.
AI Upskilling
The risk you face isn't the technology—it's a workforce that doesn't know how to use it effectively. We deliver AI fluency programs tailored to your workflows from C-suite executives to frontline employees.
AI Transformation
Don’t bolt AI onto broken processes. We work inside your operations to identify high value workflows—from customer onboarding to deal evaluation to back-office operations—so AI becomes your engine to drive value creation.
AI Solutions
We build AI solutions to break operational bottlenecks, reduce decision latency, and enable revenue growth. When a chatbot isn’t enough and hiring a large systems integrator isn’t in your budget, we design targeted solutions with a ROI.
Transformation in Action
See how organizations like yours achieved breakthrough results.
AI Upskilling and Transformation: 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
AI Solutions: 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
AI Solutions: From Hours to Minutes
Battery Distributor (Private Equity Portfolio Company)
Field sales reps submitted competitor pricing in formats ranging from smartphone photos of hand-written notes to massive PDF catalogs, leaving analysts drowning in manual data extraction instead of strategic analysis.
🔍 The Challenge
Competitive pricing intelligence is critical for winning in the battery distribution market, but the pricing team spent 30 minutes to 4 hours per document manually extracting data from unstructured sources—email attachments, photos, and PDFs of wildly varying quality. Growing backlogs delayed decision-making and prevented analysts from focusing on higher-value work like pricing strategy optimization. Leadership recognized the opportunity to drive operational efficiency through AI but needed a partner to translate that vision into production-ready automation.
⚡The Solution
We built an AI-powered competitive pricing agent that monitors a dedicated email inbox, automatically extracts and normalizes pricing data from PDFs, images, and Excel files, and outputs structured records for immediate analysis—reducing processing time from hours to minutes.
Measurable Impact
- 90% reduction in processing time per document
- 97% automated success rate
- 40+ hours of analyst time saved in the first two weeks of production
- Pricing team now free to focus on strategic analysis instead of data entry
- Established a repeatable AI automation playbook for other portfolio companies
AI Solutions: $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
AI Assessment and Solutions: 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
AI Assessment and Solutions: Data-Readiness for AI Adoption
Full-Service Marketing Solutions Provider and Commercial Printer (Private Equity Portfolio Company)
Despite offering a range of technology-enabled marketing logistics functions for national enterprise customers, management 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
🔍 The Challenge
AI Solutions: From Guesswork to Golden Record
Organic Beverage Company (Venture Capital Portfolio Company)
The Business Analytics team was manually web-searching customers to classify them into segments—a process so tedious it had stalled entirely, leaving over a quarter of the customer base unclassified—and the millions in revenue behind those customers invisible at the segment level.
🔍 The Challenge
In foodservice, broadline distributors control end-customer data and charge manufacturers steep subscription fees for access—fees this high-growth company wasn't in a position to pay. That meant they relied primarily on transaction records shared through Group Purchasing Organization (GPO) sources for visibility into who was actually buying their product. Getting that data right wasn't optional—it was the main window they had. But the picture was a mess: inconsistent customer names across GPO reports, no standardized segments, no account hierarchies, and a manual classification process that couldn't keep pace with hundreds of new accounts arriving monthly as the business scaled. The result: reporting was getting less useful over time, not more—even as the business grew.
⚡The Solution
We built an AI-powered system that classifies, deduplicates, and organizes the company's entire operator-level customer base: segmentation across all GPO data sources, fuzzy matching to catch duplicates hiding behind name variations and typos, and parent-child mapping to roll individual locations up to their corporate parents. Then we handed the keys to the client—reusable templates and an operations playbook they now run without us.
Measurable Impact
- 87% reduction in processing time—recurring segmentation dropped from ~16 hours to ~2 hours per cycle
- 95% fewer classification errors—from a 1-in-5 miss rate to fewer than 1-in-100; previously unclassified customers segmented for the first time, eliminating a major reporting blind spot
- Duplicate records surfaced and corporate hierarchies mapped, enabling roll-up reporting that never existed before
- Faster integration of roll-up acquisitions
- Full capability transfer—the client's team owns and operates the entire system independently, freeing them from data entry to focus on analysis that moves the business
AI Transformation and Solutions: 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
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