Case Studies

Real Operations. Real Results.

We protect client confidentiality — names and identifying details are anonymized. The operational challenges, approaches, and outcomes are real.

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Professional Services$6M ARR · 22 employeesDiscovery Sprint + Transformation Sprint

Challenge

Founder was the bottleneck for every client decision. Delivery team couldn't execute without approval loops that averaged 4.2 days per cycle.

Our Approach

We ran the ScaleOS™ Discovery Sprint and found that 78% of approval requests were for decisions that could be systematized. We designed an agentic decision-support layer and rebuilt the delivery workflow.

Results

✓Approval cycle reduced from 4.2 days to 6 hours
✓Founder removed from 80% of operational decisions
✓Delivery capacity increased 40% without new hires
✓Gross margin improved 11 points in 90 days

Managed Services$12M ARR · 45 employeesDiscovery Sprint + Transformation Sprint

Challenge

AI tools had been deployed across 3 departments but ROI was unmeasurable. Team had low confidence in the initiative. Leadership was considering pulling the plug.

Our Approach

Process mining revealed that the AI tools were deployed on top of broken workflows. We redesigned the underlying processes first, then re-deployed the tools with proper data pipelines and KPI tracking.

Results

✓AI ROI made measurable for the first time
✓Tool adoption rate increased from 34% to 91%
✓Ops costs reduced 95% in targeted workflows
✓Leadership confidence in AI initiative restored

B2B Agency$4.5M ARR · 18 employeesTransformation Sprint + Fractional COO

Challenge

Scaling headcount to meet client demand but margin was eroding. Every new client required proportional new hires. The business couldn't grow profitably.

Our Approach

We identified that 60% of delivery work was repeatable and could be systematized. We built an agentic delivery layer that handled the repeatable work, freeing the team for high-value client work.

Results

✓Revenue per employee increased 3.2x
✓Gross margin improved from 38% to 61%
✓Onboarded 4 new clients without new hires
✓Delivery time reduced 55%

IT Services$8M ARR · 31 employeesOperating Partner

Challenge

Post-acquisition: new PE-backed owner needed to understand what they had bought and build operational infrastructure for the value creation plan.

Our Approach

We embedded as Operating Partner on Day 1. Ran the ScaleOS™ Discovery Sprint during the first 30 days, then designed the operational OS: KPI framework, reporting cadence, and first wave of AI automation.

Results

✓Full operational audit delivered in 30 days
✓KPI framework built and live in 45 days
✓EBITDA improved 18 points in first year
✓Business positioned for exit at premium multiple

Note on confidentiality: All case studies are anonymized to protect client confidentiality. Industry, company size, and engagement type are accurate. Specific metrics are reported as provided by clients at the time of engagement close.

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