Strategy for Industry

STRATEGIC INTELLIGENCE

Case Studies by Risk Scenario

See which partners have addressed each type of risk — grouped by scenario domain.

Financial Risk

How a Global Trading Platform Used Social Listening to Capitalise on Competitor Weaknesses and Grow Active Clients 69% Year-on-Year

474,117 active clients — 69% year-on-year growth; 108,104 new clients in Q3 2024 alone

How a Bookkeeping Firm Increased Team Capacity by 20% by Automating Month-End With Dext

20% increase in team workload capacity; fully automated month-end within 2 months

How a Multi-Location Nutrition Practice Increased Productivity 70% and Eliminated the Need for a Dedicated Biller

70% increase in productivity; eliminated need for a full-time biller

How a Digital Freight Forwarder Made Vendor Payments 300% Faster and Turned Same-Day Proof of Payment Into a Competitive Advantage

300% faster vendor payments; ~2 hours saved per team member per payment cycle; same-day proof of payment achieved

How Thaxton & Associates Cut Accounts Payable Processing Time by 40% Using Melio

40% reduction in accounts payable processing time

How a Global Video Platform Cut Business Flight Costs 43% and Turned 40-Hour Event Logistics Into a 30-Minute Task

43% reduction in flight costs; 90% time savings on event coordination (40 hours → 30 minutes)

How a Medical Device Leader With Thousands of Travellers Cut Per-Trip Costs 15% and Reclaimed 5 Hours a Week in Admin

10–15% savings per trip; 13,000 trips managed; 5 hours per week saved via HR integration; 94% CSAT

How Eventbrite Cut Card Issuance From 3 Weeks to Instant and Saved 100+ Hours a Month

100+ hours saved per month; 21x faster card issuance; 79% zero-touch accounting

How Poshmark Hit Its Free Cash Flow Goal 5 Months Early and Halved Its Month-End Close

Free cash flow goal achieved in 7 months vs 12 planned; month-end close 50% faster

How Zola Cut Its Month-End Close From 25 Days to 12 With Automated Expense Management

Month-end close reduced from 20–25 days to 12–13 days; 9 hours/month saved on coding and reporting

Operational Risk

How an Automotive Accessories Manufacturer Manages 6,000+ Part Numbers Across Two Factories With Cloud ERP

6,000+ part numbers managed across 2 factories; 3-month implementation; no quantified throughput metric published

Digital Risk

How an Enterprise AI Platform Generated 150+ Qualified Opportunities and $205K ARR in 8 Months After Replacing a Fragmented Sales Stack

150+ enterprise opportunities and $205K+ ARR generated in 8 months

How a B2B SaaS Company Booked 452 Meetings in 3 Months After Replacing a Five-Tool Sales Stack With One Platform

452 meetings booked in 3 months; 53% email open rate

How a B2B Gifting Platform Rebuilt BDR Pipeline After a Tool Switch Sent Emails Straight to Spam — and Hit 78% Open Rates

78%+ open rate and 3.2x higher reply rate on AI-recommended leads

How 360 Wealth Management Tripled Its Business Using Capsule CRM as a Daily Operations Hub

Business tripled in size since implementing Capsule without major operational changes

How Fuzzy Labs Tripled Revenue After Building a Structured Sales Pipeline With Capsule CRM

Revenue tripled since implementing Capsule CRM

How Permanent Wealth Partners Eliminated Lead Leakage and Cut Technology Costs by 50% Using Capsule CRM

50% reduction in technology costs; eliminated lead leakage with full pipeline visibility

How a Global Industrial Equipment Manufacturer Replaced a Six-Figure CRM Contract — Built by a VP of Sales Over a Weekend Using Emergent

Replaced a six-figure annual CRM contract; system built in days, adopted organically across the sales organisation

How North London Metropolitan University Cut Student Call Wait Times From 18 Minutes to 2 Seconds Using Emergent's AI Phone Agent

Wait times 18 minutes → under 2 seconds; 85% of inquiries automated; 12 FTEs redeployed

How Aramex Cut IT Ticket Resolution by 35% and Saved $56,000 a Year Replacing a Legacy Service Desk

35% faster ticket resolution; 50% improvement in agent productivity; $56,000 annual savings

How Asian Paints Implemented a New ITSM Platform in 8 Weeks and Moved 80% of Tickets to Digital Channels

8-week implementation (300-400% faster); 33% more service registrations; 80% digital channel adoption

How Seagate Migrated 30,000 Users to a New IT Platform in 3 Months and Achieved 94% First Contact Resolution

94% first contact resolution (27% above industry standard); 32% AI ticket deflection; 10,000+ assets discovered

How a Psychiatric Telehealth Startup Went From Zero Infrastructure to 25 Weekly Patient Visits in 3 Months — With 15+ Hours of Admin Saved Per Provider

Live in 3 months; 25 weekly patient visits within 2 weeks of launch; 15+ admin hours saved per provider per week

How a Dementia Care Startup Avoided $500K in Infrastructure Costs and Launched a CMS-Compliant Platform Across 30 States in 6 Months

$500K+ in avoided infrastructure costs; live in 6 months; hundreds of GUIDE patients captured earlier than projected; 30+ states

How a Women's Health Startup Saved Up to $500K in Annual Development Costs by Choosing EHR Infrastructure Over Building It

$250–500K saved annually in development costs; live in 3 months

How a Niche Marketing Agency Replaced Nine Tools, Recovered $30K in Lost Billing, and Built $1.82M in Revenue

$1.82M revenue in Contour Light Marketing — $368K in year-one — predictable, systems-driven growth

How a Global Staffing Firm With Five Fragmented Business Units Increased Website Conversions 60% After Unifying Its Marketing Platform

60% increase in conversions; 32% more website users; 26% more sessions

How Motorola Solutions Unified 123,000+ Customer Records and Generated Millions in Cross-Sell Revenue From a Single Behaviour-Based Campaign

123,000+ customer records unified; millions in cross-sell revenue from a single behaviour-based campaign

How a 900-Person SaaS Company Saved 10 Hours a Week on Expenses After Consolidating Five T&E Systems Into One

5–10 hours saved weekly on expense management; 92% CSAT; 5-day expense reimbursement

How a Web Hosting Company With 1,200 Employees Across 51 Countries Onboarded Its Entire Remote Workforce to a New VPN Overnight

1,000+ employees onboarded overnight; 10 virtual gateways; 5-person team manages entire global solution

How a Healthcare Revenue Cycle Management Firm Secured PHI Access for an Overseas Operations Team in Minutes Per User

HIPAA compliance maintained for overseas PHI access; 2–3 minutes to onboard each new user

How a Digital Health Startup Cut VPN Admin Time in Half and Maintained HIPAA Compliance With a Cloud VPN

50% reduction in VPN admin time; 100% 2FA adoption; zero downtime; HIPAA and ISO 27001 compliance maintained

How SoundCloud Cut VPN Admin Time by 95% and Deployed Secure Access Across 4 Countries in Under a Day

95% reduction in VPN admin time; full deployment across 4 countries in under 24 hours

How Canterbury Consulting Unified $32B in Client Data — Cutting Information Retrieval Time by 70% — Using SmartSuite

25% team efficiency increase; 70% reduction in time spent locating key client information

How Grupo AFAL Cut Internal Software Development Costs by 85% Across 100+ Carl's Jr. Restaurants Using SmartSuite

85% reduction in monthly software development costs; cost per solution down from $10,000–$20,000 to ~$3,000

How a Healthcare Admin Outsourcing Firm Doubled Staff Efficiency and Pushed Insurance Claim Approval From 76% to 99%

Employee efficiency 85–89% (up from 48–50%); insurance claim approval rate 76% → as high as 99% for top clients

How a Digital Marketing Agency Increased Development Efficiency 35% and Made Fixed-Price Projects Reliably Profitable

35% increase in development process efficiency from start to finish

Geopolitical Risk

How a 40-Person AI Startup Saved 480 Hours a Month Running Global Ops Without a Back-Office Team

480+ hours saved per month on HR, IT, and finance administration

How a YC-Backed AI Startup Cut Payroll Admin by 80% and Personnel Costs by 40% Hiring Globally

80% reduction in payroll admin time; 40% personnel cost savings vs equivalent US hires

How a Travel Platform Grew From 1 to 35 Employees in Spain in Under Two Years Without a Compliance Team

35 employees hired in Spain in under 2 years; 100% compliance with Spanish employment law

How an Enterprise Software Acquirer Onboarded 6 Companies Across 9 Countries 2x Faster

2x faster onboarding compared to legacy provider across 6 acquisitions in 9 countries

How a Manufacturing Company Hired Senior US Sales Leaders in Under a Day Without Setting Up a Local Entity

2 senior US sales leaders onboarded in under 1 day — without entity setup

How Aspire Hired 80 Engineers in India and Saved $1M Annually — Without Opening a Local Entity — Using Multiplier

80 engineers hired in India; $1M annual savings vs. Singapore-based hiring

How a B2B Intranet SaaS Company Saved $1M Annually and 300 Hours a Month by Replacing Global Payroll Complexity With a Single EOR Platform

$1M annual savings on payroll and operations; 300+ hours per month of manual work eliminated

How a Global Logistics Platform Cut Annual Operational Costs 40% by Fixing Cross-Border Payroll and Compliance Failures

40% reduction in annual operational costs; compliant payroll across 5 countries; timely salary disbursements

Other

How a Deep Tech Marketing Agency Closed 30–40% of New Business Using Social Listening Data — Including a Six-Figure Annual Retainer Won From a Single Report

30–40% of new business closed via Brand24 insights; one six-figure annual retainer won from a single report

How Uber Used Social Listening to Drive an 11% Uplift in New User Acquisitions From a Single Campaign

11% increase in new user acquisitions; 7% more rides per user; 24% online exposure increase; 250% surge in shares

How BEL USA Cut Phone Call Volume by 40% and Drove 800,000+ Live Engagements Using Freshchat

40% reduction in phone call volume; 800,000+ first-time live engagements; 28% triggered campaign response rate

How Bridgestone Scaled Multichannel Customer Support and Hit 95% SLA Compliance With Freshdesk

95% SLA compliance rate; 4,000+ tickets solved; 15-agent team scaled across multichannel support

How Hobbycraft Increased Customer Satisfaction by 25% and Resolved 82% of Tickets at First Contact

25% CSAT increase; 30% faster response times; 82% first contact resolution; 30% AI deflection

How a Fintech SaaS Company Achieved 248% ROI and Saved 1,000 Agent Hours With AI-Powered Support

248% ROI; 1,000 agent hours saved; 23% bot resolution rate; $124,000+ annual savings

How a Nutrition Therapy Practice Saved 16 Hours of Charting Per Clinician Each Month and Opened Up 10–15 New Appointments

16 hours saved per clinician per month; 70–80% reduction in charting time; 10–15 additional appointments per RD per month

How a CRM Automation Agency Escaped the Boom-Bust Cycle and Built $120K in Monthly Recurring Revenue

$120K+ monthly recurring revenue — 250+ active clients — 40–50 new clients per month

How a Compliance SaaS Provider Automated 41% of Support Tickets Without Extra Headcount

41% of support tickets automated — 91% chat deflection rate

How High 5 Plumbing & HVAC Cut Onboarding Time by 80% — From 7 Hours to 90 Minutes — Using Trainual

80% reduction in onboarding time — 7 hours to 90 minutes per hire

How Rossen Law Firm Saved Six Figures in Training Costs — and Scaled to 6 Locations — With Trainual

Six-figure labour training cost savings in a single year

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