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Case studies & representative engagements

Composite scenarios based on real assignments—details anonymized where clients require it. Each story follows problem → approach → outcomes so you can see how we actually work.

  • B2B servicesAudit + 10-week pilot

    From AI audit to governed pilot

    How a mid-market operator validated vendors, fixed data gaps, and shipped a customer-facing pilot in one quarter.

    Leadership needed an independent read on AI claims before renewing enterprise contracts. We mapped workflows, flagged three high-risk data paths, and scoped a pilot that customer support could actually run. The goal was not to “pick a model”—it was to know what to trust, what to defer, and what to pilot with clear rollback. Weekly working sessions kept sales, support, and IT aligned so procurement did not outrun implementation capacity.

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  • Regional healthcare servicesMulti-phase implementation

    Scaling implementation after the first win

    Expanding a successful assistant workflow from one department to three—without multiplying risk.

    A clinical-adjacent SMB had proven value in scheduling assistance. The ask was to extend to intake and billing coordination with stricter compliance expectations. Expansion had to reuse governance from the first win—same logging standards, same clinical review habits—so the organization did not rebuild trust from zero on each rollout.

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  • Fintech / SMB lendingAdvisory + board materials

    Executive narrative for AI investment

    Preparing leadership and investors with a defensible plan—not a hype deck.

    The CEO needed to align the board on a realistic AI budget: what to build vs. buy, where risk sat, and what success looked like in 12 months. Materials had to speak in outcomes—fraud loss, time-to-decision, cost per underwrite—not model names.

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  • SMB SaaS / softwareAudit + 8-week build

    Support automation without losing the human touch

    Triaging tickets, suggested replies, and escalation rules—built so agents stay in control.

    A growing software company needed to reduce first-response time without firing the knowledge base or angering power users. Leadership wanted automation that agents could override in one click. The program had to respect that senior agents often deviate from scripts for good reasons—any suggestion UI could not fight them for control.

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  • Logistics / operations SMBAdvisory + data sprint

    Data strategy as a prerequisite for AI ROI

    Cleaning the plumbing before buying another model seat—an analytics-led engagement.

    Operations leaders wanted forecasting and assistant features, but joins across ERP, spreadsheets, and the TMS were unreliable. We reframed the program: data contracts first, models second. Leadership accepted a quarter of “boring” data work because prior tool purchases had failed when pipelines could not be trusted.

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