Case studies
Case studies
Examples of workflow cleanup and automation projects, written without inflated claims.
Professional services
Cleaning up sales handoffs for a services firm
Sales notes and onboarding details were spread across the CRM, email, and meeting notes.
Two-week audit and workflow build. Read more
Software
Resetting support triage for a SaaS team
Support requests were manually tagged and escalated, which made the queue inconsistent during busy periods.
Three-week pilot with a support lead. Read more
Business services
Simplifying weekly finance reporting
Weekly reporting required repeated spreadsheet checks and manual reminders for missing updates.
Two-week workflow cleanup. Read more