Case Studies
Real Results from Real Engagements
Every number on this page came from an actual audit. No hypotheticals. No projections. Just what happened when we looked under the hood.
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The Audit That Started Everything
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Across Industries, Same Methodology
Our audit framework works wherever there are workflows, people, and decisions. The industry changes. The results do not.
12-Provider Practice Buried in Administrative Overhead
Challenge
A 12-provider healthcare practice was losing nearly a third of its staff time to work that had nothing to do with patient care. Scheduling, intake forms, insurance follow-ups, internal coordination. The providers knew it was bad. They did not know it was costing them over $200K a year.
Our Approach
We ran our diagnostic audit across the practice, mapping every administrative workflow from patient first-contact to billing. The audit identified that 30% of total staff hours were going to tasks AI could handle without touching clinical decisions.
Results
- Identified $200K+ in recoverable staff time annually
- Prioritized 5 workflows for immediate AI-assisted automation
- Audit converted to a full implementation engagement
$5M Firm Losing Deals to Slow Proposals
Challenge
A $5M professional services firm was consistently losing deals because their proposal turnaround took two weeks. By the time they sent it, competitors had already started the work. The team knew speed was the problem but could not figure out where the bottleneck actually lived.
Our Approach
Our audit mapped the full proposal pipeline from prospect inquiry to signed agreement. We found that 70% of the delay was in data gathering and document assembly, not strategic thinking. The team was doing high-value work buried inside low-value process.
Results
- Proposal turnaround cut from 14 days to 3 days
- Win rate increased as proposals landed while deals were still warm
- AI-augmented workflow freed senior staff for client-facing work
Supply Chain Visibility Was a Spreadsheet Nightmare
Challenge
A regional manufacturer with 200+ suppliers was managing procurement through spreadsheets and one person's institutional knowledge. When their head buyer announced retirement, leadership realized they were about to lose their entire vendor intelligence operation.
Our Approach
We audited their supply chain data flows and vendor management processes. The assessment revealed that 80% of procurement intelligence lived in email threads, personal notes, and tribal knowledge, not in any system anyone else could access.
Results
- Stockouts reduced by 35% with AI-powered demand forecasting
- 15 years of vendor intelligence documented and systematized
- AI-powered supplier scoring and risk flagging deployed
Compliance Reviews Eating 200+ Hours Per Quarter
Challenge
A financial services firm was spending 200+ hours every quarter on compliance reviews. Every regulatory update triggered a manual review of dozens of client accounts. Senior analysts were doing work that felt more like data entry than the risk analysis they were hired for.
Our Approach
Our audit scored their compliance workflow step by step. We identified that the document review and flagging stages were highly automatable, while the judgment calls and client communication needed to stay human. The firm was paying senior people to do junior work.
Results
- Quarterly compliance review time cut from 200+ hours to 60 hours
- Senior analysts reallocated to higher-value advisory and client work
- Audit converted to an ongoing advisory retainer
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