Case Studies by Strategy

See real-world examples grouped by the strategic framework they apply.

Digital Transformation

Amplemarket
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
Enterprise
Amplemarket
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
Mid-market
Amplemarket
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
Mid-market
Bolt for Business
How Teleperformance Restored Visibility and Control Over Employee Transport for 4,000 Shift Workers Across Three Romanian Hubs
Improved reliability and safety for 4,000 employees; material time savings for administrators; full spend visibility and travel policy control restored
Enterprise
Bolt for Business
First Impression at the Gate: How WeKnow Embeds Bolt for Business into Passenger Services at Heathrow
Enhanced passenger experience with affordable, reliable transport immediately upon arrival; improved accessibility for first-time visitors; transparent, tech-enabled booking for agents
SMB
Deel
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
SMB
Deel
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
SMB
Dext
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
SMB
ElevenLabs
How Better.com Automated 35% of Mortgage Calls and Cut Origination Costs 41% With an AI Loan Agent
35.5% of inquiries automated end-to-end; 41% cost-to-originate reduction; 2x lead-to-lock conversion; 1,666 loan officer hours saved monthly
Enterprise
ElevenLabs
How Deliveroo Used AI Voice Agents to Reactivate 30% of Riders and Verify 75% of Restaurant Hours at Scale
81% of riders reached; 30% reactivated within 7 days; 75% of restaurant hours verified; 86% of partner sites activated
Enterprise
ElevenLabs
How Gaia Cut Dubbing Production Time by 25% and Costs by 10% Using ElevenLabs AI Dubbing
25% reduction in production time; 10% cost reduction across dubbed content
Mid-market
ElevenLabs
How Particle Doubled User Retention by Adding AI Voice to a News App With ElevenLabs
2x higher retention among audio feature users vs non-audio users
startup
Emergent
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
Enterprise
Emergent
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
Enterprise
Freshdesk
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
Enterprise
Freshdesk
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
Mid-market
Freshdesk
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
Mid-market
Freshservice
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
Enterprise
Freshservice
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
Enterprise
Freshservice
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
Enterprise
Healthie
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
SMB
Healthie
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
SMB
Healthie
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
SMB
Healthie
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
SMB
Healthie
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
SMB
HighLevel
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
SMB
HighLevel
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
SMB
HubSpot
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
Enterprise
HubSpot
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
Enterprise
HubSpot
How a Compliance SaaS Provider Automated 41% of Support Tickets Without Extra Headcount
41% of support tickets automated — 91% chat deflection rate
SMB
Melio
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
SMB
Multiplier
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
Mid-market
Navan
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
Enterprise
NordLayer
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
Mid-market
NordLayer
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
SMB
NordLayer
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
Mid-market
Ramp
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
Enterprise
Ramp
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
Enterprise
Ramp
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
SMB
SmartSuite
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
Mid-market
SmartSuite
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
Enterprise

Operational Efficiency

Amplemarket
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
Enterprise
Amplemarket
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
Mid-market
Amplemarket
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
Mid-market
Bolt for Business
Transport as Care: How Nursing Direct Keeps Staff and Service Users Moving with Bolt for Business
Reliable staff and service user transport; reduced coordination overhead; improved autonomy and dignity for service users
SMB
Bolt for Business
How Teleperformance Restored Visibility and Control Over Employee Transport for 4,000 Shift Workers Across Three Romanian Hubs
Improved reliability and safety for 4,000 employees; material time savings for administrators; full spend visibility and travel policy control restored
Enterprise
Bolt for Business
100% On-Time: How Tern Television Eliminated Production Transport Risk for BBC Broadcasts
100% reliability in crew and guest arrivals on time; reduced production admin burden; improved guest experience
SMB
Bolt for Business
First Impression at the Gate: How WeKnow Embeds Bolt for Business into Passenger Services at Heathrow
Enhanced passenger experience with affordable, reliable transport immediately upon arrival; improved accessibility for first-time visitors; transparent, tech-enabled booking for agents
SMB
Campaign Monitor
How parkrun Achieved 78% Open Rates on Automated Welcome Emails Across 2,000+ Global Events
78% open rate on automated first-timer welcome emails
Mid-market
Capsule CRM
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
SMB
Capsule CRM
How Fuzzy Labs Tripled Revenue After Building a Structured Sales Pipeline With Capsule CRM
Revenue tripled since implementing Capsule CRM
SMB
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
SMB
Deel
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
SMB
Deel
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
SMB
Deel
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
Mid-market
Deel
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
Mid-market
Deel
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
Mid-market
Dext
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
SMB
ElevenLabs
How Better.com Automated 35% of Mortgage Calls and Cut Origination Costs 41% With an AI Loan Agent
35.5% of inquiries automated end-to-end; 41% cost-to-originate reduction; 2x lead-to-lock conversion; 1,666 loan officer hours saved monthly
Enterprise
ElevenLabs
How Deliveroo Used AI Voice Agents to Reactivate 30% of Riders and Verify 75% of Restaurant Hours at Scale
81% of riders reached; 30% reactivated within 7 days; 75% of restaurant hours verified; 86% of partner sites activated
Enterprise
ElevenLabs
How Gaia Cut Dubbing Production Time by 25% and Costs by 10% Using ElevenLabs AI Dubbing
25% reduction in production time; 10% cost reduction across dubbed content
Mid-market
Emergent
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
Enterprise
Emergent
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
Enterprise
Freshchat
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
Mid-market
Freshdesk
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
Enterprise
Freshdesk
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
Mid-market
Freshdesk
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
Mid-market
Freshservice
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
Enterprise
Freshservice
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
Enterprise
Freshservice
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
Enterprise
Healthie
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
SMB
Healthie
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
SMB
Healthie
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
SMB
Healthie
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
SMB
HighLevel
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
SMB
HighLevel
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
SMB
HubSpot
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
Enterprise
HubSpot
How a Compliance SaaS Provider Automated 41% of Support Tickets Without Extra Headcount
41% of support tickets automated — 91% chat deflection rate
SMB
Melio
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
SMB
Melio
How Thaxton & Associates Cut Accounts Payable Processing Time by 40% Using Melio
40% reduction in accounts payable processing time
SMB
MRPeasy
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
SMB
Multiplier
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
Mid-market
Multiplier
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
SMB
Multiplier
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
Mid-market
Navan
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)
Mid-market
Navan
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
Enterprise
Navan
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
Enterprise
NordLayer
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
Mid-market
NordLayer
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
SMB
NordLayer
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
SMB
NordLayer
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
Mid-market
Ramp
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
Enterprise
Ramp
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
Enterprise
Ramp
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
SMB
SmartSuite
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
Mid-market
Time Doctor
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
Mid-market
Time Doctor
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
Mid-market
Trainual
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
Mid-market
Trainual
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
SMB
← Back to all case studies Browse by scenario → Browse by industry →