Portfolio
Case Studies
Real transformation projects showing the measurable impact of identifying and eliminating operational friction. Each case study highlights a specific focus area from a comprehensive audit—whether a particular tool, process, or workflow. A full-day audit examines every tool, process, and position across your entire company to uncover all opportunities for optimization.
Journey to Independence: From Employee to Self-Employed
An occupational therapist transitioning from employee to self-employed faced the daunting challenge of managing patient data securely and affordably. The industry-standard software was prohibitively expensive and inefficient, threatening the viability of the new practice.
Annual Cost Savings
Cost Efficiency
Sales Stack Chaos Killing Outreach Velocity
A fast-growing B2B SaaS company had a catastrophically fragmented sales tech stack. Their 5-person SDR team was drowning in tool-switching overhead, taking 2-3 weeks to build each prospect list before even sending the first email. The chaos was costing them $45K monthly in lost pipeline opportunities.
List Building Time
Outreach Volume
Manual Customer Onboarding Limiting Scalability
A growing cloud services provider was struggling to scale their customer onboarding process. Each new customer required 20+ hours of manual work, creating a bottleneck that was preventing the company from accepting more clients.
Manual Work Reduction
Onboarding Speed