Case Studies
Proof, not promises
Where client confidentiality applies, we share patterns, outcomes, and methods without disclosing sensitive details.
From AI Curiosity to ROI
Situation
A PE-backed industrial company had invested in AI tools across multiple departments but couldn’t point to measurable operational improvement. Leadership was frustrated; the board was asking questions.
What we did
We deployed our AI Readiness Assessment to identify the highest-ROI opportunities, then ran a 90-Day Pilot focused on three workflows with the greatest EBITDA impact.
Results
- Decision cycle time reduced by 40%
- Administrative load cut by 25% through automation
- CFO-validated savings documented within 90 days
What made it stick
Trained internal AI operators now run the system. Weekly operating cadence with governance ensures initiatives continue to deliver.
Finding Margin Leakage
Situation
A mid-market distributor suspected margin leakage but lacked the analytics infrastructure to find it. Decisions were made on gut feel and monthly reports that arrived too late.
What we did
We built an AI-powered analytics workflow that surfaced margin leakage in near real-time, combined with standard work to ensure the insights triggered action.
Results
- Identified and recovered significant margin previously lost to pricing inconsistencies
- Executive dashboard replaced “opinion meetings” with data-driven decision-making
- Cash flow improvement visible within the first quarter
What made it stick
Analytics system is maintained by the internal team. Reporting cadence is embedded in the operating rhythm.
Scaling Without Adding Headcount
Situation
A building products manufacturer needed to increase throughput by 30% to meet demand but couldn’t justify additional headcount to the PE sponsor.
What we did
We automated key administrative and operational workflows, standardized work processes, and trained internal operators to maintain and extend the AI systems.
Results
- Throughput increased without adding headcount
- Rework reduced through standardized AI-assisted quality checks
- Internal team capable of extending automations to new departments
What made it stick
Wave-based rollout continues department by department. Internal certification hierarchy ensures capability stays.
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