June 16, 2026
How Kit Cut Quarterly Reporting Time 75%
Kit's growth team was stuck experimenting with AI at the surface. A six-week enablement sprint turned quarterly reporting into a one-click process — 75% less time and 512+ hours reclaimed.
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A six-week enablement sprint made AI the team's leverage, not a tool.
• Built production automations alongside staff with reusable prompt libraries
• One-click quarterly reporting: 75% less time, 512+ hours reclaimed
75%
Cut quarterly reporting time
4–8 weeks
AI Workforce Enablement
,
Process Automation (RPA + AI)
,
Technology & Software
,
Marketing
,
Operations
,
Time Savings
,
Cost Reduction
,
Jay Singh
Explore Case
June 15, 2026
How a PE IT-Services Portfolio Cut SOW Time 50–60%
Service directors across a PE IT-services portfolio spent days writing SOWs from scratch. AI generation from guided inputs and templates now cuts SOW creation time 50–60%.
AI drafts the portfolio's most expensive recurring document.
• Generates SOWs from guided inputs against standardized templates
• Cross-company search across fragmented systems; SOW time cut 50–60%
50–60%
Cut SOW creation time
Generative Design & Content
,
Process Automation (RPA + AI)
,
Professional Services
,
Sales & Revenue
,
Operations
,
Time Savings
,
Cost Reduction
,
Jay Singh
Explore Case
June 15, 2026
How Netflix & Doritos Fielded 400k+ Voice-AI Calls
Netflix and Doritos wanted a Stranger Things campaign that broke through. Fans called a 1980s-style telethon and held unscripted conversations with the show's characters — a real-time generative voice AI that fielded 400k+ calls.
A 1980s-style telethon powered by real-time generative voice AI.
• Unscripted, in-character fan conversations at high concurrency
• Launched defect-free; 400k+ calls and 70k+ voice messages
400k+
Handled fan calls via voice AI
2–4 months
Conversational AI (Chatbot / Agent)
,
Generative Design & Content
,
Media & Entertainment
,
Marketing
,
Customer Experience
,
Revenue Growth
,
Jay Singh
Explore Case
June 12, 2026
How a Health Nonprofit Cut Misinfo Detection to 30 Min
A reproductive-health non-profit's team hand-monitored social misinformation, taking up to four days while false narratives spread. An AI platform now transcribes and checks claims automatically — detection in 30 minutes.
AI automates the slow part of misinformation monitoring.
• Scans social, transcribes video, matches claims to verified databases
• Cut detection from up to 4 days to ~30 minutes (99% faster)
99%
Cut detection from 4 days to 30 min
2–4 months
Natural Language Processing
,
Data Synthesis & Reporting
,
Non-Profit & Social Impact
,
Marketing
,
Operations
,
Time Savings
,
Risk & Compliance
,
Jay Singh
Explore Case
June 9, 2026
How a Manufacturer Cut Order Prep to 2 Hrs a Week
A manufacturer's team spent 15 hours a week hand-cleaning orders from SAP into its ERP, and forecasts drifted. An AI workflow does it in under 2 hours — forecast accuracy rose 30%.
Encoded the team's tribal order logic — like when stock actually ships vs. the date requested.
- Claude + Python normalize SAP orders into ERP format
- 15 hrs/week cut to under 2; forecast accuracy up 30%
13 hrs/week
Cut from a 15-hour weekly task
$25K – $100K
< 4 weeks
Process Automation (RPA + AI)
,
Predictive Analytics & Forecasting
,
Manufacturing & Industrial
,
Operations
,
Time Savings
,
Claude
Clint Irwin
Explore Case
June 8, 2026
How a 50-Clinic Network Cut Appointment Waits 70%
A 50-clinic provider ran phone-only triage with 3-week waits, pushing patients to competitors. A HIPAA telehealth platform with AI triage serves 100k+ patients — cutting waits 70%.
Replaced phone-only triage with a HIPAA-compliant telehealth platform wired into Epic and Cerner.
- NLP AI triage routes patients; 85% of visits went virtual
- 100k+ patients served, appointment waits cut 70%
100k+
Onboarded onto virtual care
$500K+
4–6 months
Conversational AI (Chatbot / Agent)
,
AI-Accelerated Custom Software
,
Healthcare & Life Sciences
,
Operations
,
Customer Service
,
Customer Experience
,
Time Savings
,
GPT-4o (via Azure OpenAI)
Dean Sloves
Explore Case
June 8, 2026
How an Automaker Saved $12M a Year Predicting Breakdowns
A global automaker lost $50M a year to unplanned failures across 12 plants, with 10,000 sensors nobody listened to. Edge AI predicts breakdowns 48–72 hours out — saving $12M a year.
Turned 10,000+ ignored plant sensors into 48–72h failure warnings with edge AI.
- Deep-learning prediction at 94% accuracy on critical equipment
- $12M saved a year; 15% less unplanned downtime across 12 plants
$12M
Saved a year on emergency repairs
$500K+
6–12 months
Predictive Analytics & Forecasting
,
Process Automation (RPA + AI)
,
Manufacturing & Industrial
,
Operations
,
Cost Reduction
,
Time Savings
,
Azure OpenAI
Dean Sloves
Explore Case
June 8, 2026
How a 5,000-Vehicle Fleet Saved $18M a Year on Fuel
A 5,000-vehicle fleet wasted 20% of a $120M fuel budget on routes planned once a day, missing 1 in 5 windows. AI re-routes continuously — saving $18M a year, lifting utilization 82%.
Replaced once-a-day static routes with continuous, AI-optimized re-routing on live data.
- Genetic-algorithm + RL engine re-routes around traffic and weather
- $18M fuel saved a year; utilization 64%→82%, delivery 22% faster
$18M
Saved in fuel each year
$500K+
4–6 months
Predictive Analytics & Forecasting
,
Process Automation (RPA + AI)
,
Transportation & Logistics
,
Operations
,
Supply Chain & Procurement
,
Cost Reduction
,
Time Savings
,
Azure OpenAI
Dean Sloves
Explore Case
June 8, 2026
How Walmart's Fashion Team Cut 18 Weeks Off Design
Walmart's apparel designers handed off trend analysis, assortment planning, and creative direction to a multi-agent AI built in six weeks — cutting 18 weeks off a near year-long design pipeline.
Walmart designers co-built from day one; the process was reinvented, not automated.
• Agents for creative direction, assortment planning, and trend analysis
• Single pipeline replacing disconnected point solutions
18 weeks
Cut from fashion design timeline
2–4 months
Generative Design & Content
,
AI-Accelerated Custom Software
,
Retail & E-Commerce
,
Product & Engineering
,
Operations
,
Amir Ouki
Explore Case
June 5, 2026
How a Banking Roll-Up Surfaced 75 Shadow AI Cases
A bank rolled up from seven companies couldn't say what AI was live or where data flowed. An audit surfaced 75 shadow AI cases and 20 unauthorized MCP paths, cutting sprawl to 12.
Ran four compounding workstreams on a deployed eval platform, not a one-off scan.
- Discovery surfaced 75 shadow AI cases and 20 unauthorized MCP paths
- Consolidated AI sprawl to 12 sanctioned tools under an ISO 42001 policy
75
Surfaced shadow AI cases in audit
$25K – $100K
4–8 weeks
AI-Accelerated Custom Software
,
AI Workforce Enablement
,
Financial Services
,
Product & Engineering
,
Risk & Compliance
,
Custom / proprietary
Unmukt Raizada
Explore Case
June 5, 2026
How a Finance-Copilot Vendor Lifted NRR to 144%
A finance copilot stalled at 60% accuracy was losing deals to AI-native rivals. An eval harness pushed accuracy to 95% and cleared Fortune 500 security — lifting NRR to 144%.
Treated accuracy like a CFO judges a forecast — graded on held-out data, not demos.
- Routed forecasts to a predictive engine, not the LLM
- Accuracy 60%→95%; NRR 82%→144%, live with 100+ enterprises
144%
Lifted from an 82% baseline
$25K – $100K
4–8 weeks
Knowledge Management & Search (RAG)
,
Financial Services
,
Sales & Revenue
,
Revenue Growth
,
Claude
Unmukt Raizada
Explore Case
June 5, 2026
How a CRE Operator Turned Fragmented Data Into $20M in NPV
A CRE firm made every leasing, capex and procurement call in its own silo, on partial data. An AI decision platform now ties each one to year-end valuation — adding $20M to NPV.
Built data, AI workflows and evals as one system — every number carries a trace.
- Predictive models forecast; the LLM explains the reasoning
- $20M added to 10-year NPV; 6% lift in leasing value
$20M
Added to 10-year NPV
$250K – $500K
4–6 months
Decision Support & Scoring
,
Real Estate
,
Operations
,
Revenue Growth
,
Claude
Unmukt Raizada
Explore Case
May 27, 2026
How One Specialty Clinic Clawed Back 10x ROI in Months
A specialty practice's navigators wired clinical notes, PDFs, and fax scans into an AI agent — surfacing eligible patients in seconds and lifting procedural revenue 50%.
Agent normalizes unstructured EMR data so navigators query any patient cohort in seconds.
• 100K+ patients made searchable by clinical criteria
• 50% procedural revenue lift; months-not-years payback
10x
Returned in months, not years
$100K – $250K
< 4 weeks
Data Synthesis & Reporting
,
Healthcare & Life Sciences
,
Sales & Revenue
,
Revenue Growth
,
OpenAI API
Clint Irwin
Explore Case
May 26, 2026
How One PR Agency Slashed Manual Outreach 98%
A PR shop handed news research, campaign ideation, and first-draft proposals to an AI that surfaces media hooks in seconds — cutting manual outreach effort by 98%.
Lightweight LLM workflow on Lovable, human review baked in.
• Drafts news, campaign ideas, and proposals; 47 prospect meetings in launch week
• 98% less manual outreach effort and 10% conversion lift
98%
Cut from manual outreach effort
$25K – $100K
< 4 weeks
Data Synthesis & Reporting
,
Media & Entertainment
,
Marketing
,
Revenue Growth
,
OpenAI API
Marley Rosario
Explore Case
May 26, 2026
How One Medicare Org Cut Broker Lookups From 8 to 2 Min
A Medicare team piped provider, formulary, and cost data into broker and clinician AI assistants — cutting lookups from 8 to 2 minutes and freeing 40K broker hours a year.
Rapid two-week sprints turned fragmented Medicare data into grounded RAG assistants.
• Broker lookups cut from 8 min to 2 — 75% faster
• Validated MVP across broker and clinician in 10–14 weeks
75%
Cut broker lookup time to 2 min
$100K – $250K
4–8 weeks
Knowledge Management & Search (RAG)
,
Healthcare & Life Sciences
,
Operations
,
Custom / proprietary
Jordan Gurrieri
Explore Case
May 26, 2026
How a Finance Team Cut Month-End Close 10 Days to 1
A finance team rebuilt month-end close from scratch every month. A Claude agent now drafts variance commentary and routes exceptions — collapsing close from 10 days to 1.
Knowledge base before agent: codify the accounting logic, then automate.
• Claude drafts journals, explains variances, flags exceptions
• Close from 10 days to 1; approvals feed back into the KB each cycle
90%
Cut from month-end close cycle
Under $25K
< 4 weeks
AI Workforce Enablement
,
Financial Services
,
Finance & Accounting
,
Time Savings
,
Claude
Kenny Jen
Explore Case
May 26, 2026
How a Care Payroll Firm Collapsed 35 Systems to One
A disability-care ops team was drowning in 400,000 files across 35+ systems. An AI-built SharePoint hub now holds the lot — live in 90 days at 90% ROI.
Built a new environment and migrated only what mattered — AI handled the discovery.
• AI triaged 400,000+ files and 6,154 Wrike tasks in hours
• Live in 90 days; Wrike retired and 7 compliance registers built
90%
Recouped at project go-live
$25K – $100K
4–8 weeks
Generative Design & Content
,
HR & People Operations
,
Operations
,
Risk & Compliance
,
Claude
Tracy Anthony
Explore Case
May 21, 2026
How a Mid-Market PE Firm Tripled IC Prep Depth
A mid-market PE firm encoded six senior MDs' judgment into AI personas and a 1,000-deal knowledge base — surfacing 5x more analytical angles for every investment committee.
Encoded the partnership's judgment, then ran every deal through it.
• 6 senior MDs encoded as queryable AI personas
• Each deal benchmarked vs 1,000+ past deals — ~5x more angles
5x
Surfaced more analytical angles
$100K – $250K
< 4 weeks
Decision Support & Scoring
,
Financial Services
,
Other
,
Revenue Growth
,
Osman Ghandour
Explore Case
May 21, 2026
How One Finance Sales Team Tripled Account Research
A regulated B2B growth team bottled internal docs and public filings into account-specific drafts — researching 3x more targets a week and drafting outreach 60% faster.
Grounded only in approved internal and public sources for compliance.
• Signal intelligence surfaces high-fit accounts — 3x more per rep
• Generates account-specific materials — outreach drafted 60% faster
3x
Researched more accounts per rep
$25K – $100K
< 4 weeks
AI-Accelerated Custom Software
,
Financial Services
,
Sales & Revenue
,
Revenue Growth
,
Evan Glaser
Explore Case
May 21, 2026
How One PE Firm Cut Memo Prep Time 70%
A PE-and-credit GP's deal team bottled every CIM, model, and prior memo into a queryable database — cutting memo prep 70% and starting each screen with the firm's history behind.
Database first, firm's analytical lens on top.
• Ingests every deal input and drafts each memo — 70% less prep
• Extractions validated against firm rules — 3x fewer inconsistencies
70%
Reduced memo prep across lifecycle
$100K – $250K
< 4 weeks
Decision Support & Scoring
,
Financial Services
,
Other
,
Osman Ghandour
Explore Case
May 13, 2026
How One Restoration Firm Clawed Back $500 a Proposal
A restoration CEO bottled his negotiation playbook into an AI that compares insurance docs in minutes — freeing 30% of his executives' week and recovering $500 more per deal.
On-site discovery encoded CEO negotiation expertise as classification rules before coding.
• Pipeline flags discrepancies; annotated comparison ready in minutes
• Deployed in 48 hours; AI beat human accuracy 10% of time
30%
Freed in executive leadership time
2–4 months
Document Processing & Extraction
,
Decision Support & Scoring
,
Process Automation (RPA + AI)
,
Construction & Engineering
,
Insurance
,
Operations
,
Finance & Accounting
,
Cost Reduction
,
Time Savings
,
Revenue Growth
,
Claude
Jack Weissenberger
Explore Case
May 10, 2026
How One E-Commerce Co Cut Processing Cost 84%
A PE-owned e-commerce ops team piped unstructured shopping lists into a multi-model pipeline on OpenAI, Gemini, and Claude — collapsing turnaround from 24 hours to 30 seconds.
Evaluation infrastructure built first — proving AI beat the BPO before go-live.
• OpenAI primary, Gemini for extraction, Claude for intermediate steps
• Confidence scoring flags low-certainty; feedback loop auto-improves
84%
Cut in annual processing costs
4–8 weeks
Document Processing & Extraction
,
Process Automation (RPA + AI)
,
Retail & E-Commerce
,
Operations
,
Supply Chain & Procurement
,
Cost Reduction
,
Time Savings
,
Chris Taylor
Explore Case
May 10, 2026
How One Eyewear Brand Lifted Checkout 10% to 15%
A DTC eyewear team piped prescription images through an OCR-and-Claude pipeline — lifting checkout from 10% to 15% and cutting $40K in contractor costs to unlock $200K in revenue.
Built for medical accuracy first, then integrated with Shopify checkout over 4–6 weeks.
• LangGraph orchestrates OCR, Claude validation, and approval or exception routing
• Serverless on AWS Lambda; no fixed infra cost
$200K
Unlocked in projected revenue
< 4 weeks
Document Processing & Extraction
,
Process Automation (RPA + AI)
,
Retail & E-Commerce
,
Healthcare & Life Sciences
,
Operations
,
Customer Service
,
Nitesh Pant
Explore Case
May 10, 2026
How One Franchise Group Reclaimed $780K of Staff Time
A franchise CEO swapped a stalled software rollout for cohort AI training — lifting employee literacy 60% and giving 140 HQ staff back six hours a week.
Reframed as education, not software rollout; cohorts of 30 ran 3 sessions over 3 weeks.
• SuperWhisper demo shifted exec buy-in; AI policy rewritten as permission
• 60% literacy gain confirmed at 30-day survey
6 hrs/week
Saved per employee, 30-day check-in
4–6 months
AI Workforce Enablement
,
Automotive
,
HR & People
,
Operations
,
Executive & Strategy
,
Other
,
Nick Pope
Explore Case
May 10, 2026
How a PE Roll-Up Surfaced 40% of Redundant Work
A 500-person PE-backed roll-up's ops team layered screen-capture telemetry across a 50-person pilot — surfacing 40% redundant work, reclaiming 200–250 hours a month, and cutting integration time 80%.
Screen and keystroke capture deployed with PII redaction on the client's own AWS infrastructure.
• Activity converted into process models showing actual workflows
• Living SOPs auto-generated and shared before any automation was built
40%
Found redundant across siloed teams
Under $25K
2–4 months
Process Automation (RPA + AI)
,
Data Synthesis & Reporting
,
Financial Services
,
Executive & Strategy
,
Operations
,
Felix Rösner
Explore Case
May 10, 2026
How a SaaS Marketing Team Saved $500K in 12 Months
A 60-person SaaS marketing team replaced 15 translators with a custom GPT and storyboarded video live in Canva — saving $500K in a year and compressing a six-week translation cycle to one.
Executive alignment first; structured change management drove adoption before any tools deployed.
• Custom GPT in 3 days cut translation from 6 weeks to 1 week
• Canva AI collapsed 5 video approval steps into one call
$500K
Saved across 12 months of marketing
2–4 months
AI Workforce Enablement
,
Generative Design & Content
,
Technology & Software
,
Marketing
,
HR & People
,
Cost Reduction
,
Tahnee Perry
Explore Case
May 10, 2026
How a Fiber ISP Slashed Dispatch From $11K to $2 a Month
A fiber ISP gave field techs a voice AI for check-ins and work orders — cutting dispatch calls 50% and collapsing back-office cost from $11K to $1.78 a month.
Existing pilot re-architected at the Agents API layer and integrated into legacy OSS/BSS platforms.
• Voice AI for technician troubleshooting
• Automated dispatch triaging orders, health checks, and work order closure
50%
Cut from dispatch call volume
< 4 weeks
Conversational AI (Chatbot / Agent)
,
Process Automation (RPA + AI)
,
Telecommunications
,
Operations
,
Customer Service
,
Jordan Gurrieri
Explore Case
May 10, 2026
How a Custom Manufacturer Reclaimed $500K of Exec Time
A PE-acquired manufacturer's COO was burning half his week on VLOOKUPs. An ML stack now pulls live data and quotes jobs automatically — reclaiming $500K of executive time a year.
Built within the client's existing Microsoft stack — no new SaaS licenses required.
• Power Query model connecting live to QuickBooks; ML applied to job quoting accuracy
• OCR deployed for purchase orders and invoices
~$500K
Saved annually in exec and ops time
4–8 weeks
Data Synthesis & Reporting
,
Predictive Analytics & Forecasting
,
Document Processing & Extraction
,
Manufacturing & Industrial
,
Financial Services
,
Finance & Accounting
,
Operations
,
Executive & Strategy
,
Michael Cohen
Explore Case
How a Fintech Platform Pushed Fraud Precision to 99%
A fintech platform flagged a heavy share of document applications for manual review, with false positives piling on escalations. A purpose-built ML model now clears them at 99% precision — cutting manual review ~50%.
Casper chose interpretable ML over an LLM for defensible fraud detection.
• 65+ engineered features in a Pass/Fail/Caution model with plain-English 'AI Assist'
• 99% precision, 1.2% false positives, ~50% less manual review
99%
Hit 99% fraud-detection precision
2–4 months
Decision Support & Scoring
,
Document Processing & Extraction
,
Financial Services
,
Operations
,
Legal & Compliance
,
Cost Reduction
,
Risk & Compliance
,
Custom interpretable ML (calibrated one-vs-rest classifiers); deliberately not an LLM
Jay Singh
Explore Case
How a Certification School Rebuilt RevOps Around AI
A $10M certification school was bottlenecked on RevOps — doubling acquisition cost and a black-box lead score. Casper rebuilt it around an AI lead-scoring engine and call intelligence.
Casper embedded as an interim RevOps team and rebuilt the funnel on models.
• Continuously tuned lead scoring replaced static black-box rules
• Call-transcript intelligence surfaced rep-level coaching signals
~50%
Potential lead-volume lift
Decision Support & Scoring
,
Data Synthesis & Reporting
,
Education & EdTech
,
Sales & Revenue
,
Marketing
,
Revenue Growth
,
Customer Experience
,
Jay Singh
Explore Case
How a 500-Store Retailer Recovered $15M From Phantom Stock
A 500-store chain ran overnight batch syncs — phantom stock failed 1 in 4 orders, leaking $15M a year. A real-time engine recovered the loss and helped double year-over-year sales.
Replaced overnight batch inventory with a real-time, event-driven single source of truth.
- Sub-second stock updates across 500+ stores; 93% SKU forecast accuracy
- $15M recovered; a major contributor to 2x year-over-year sales
$15M
Recovered in stockout losses
$500K+
4–6 months
Predictive Analytics & Forecasting
,
Process Automation (RPA + AI)
,
Retail & E-Commerce
,
Operations
,
Supply Chain & Procurement
,
Revenue Growth
,
Cost Reduction
,
Customer Experience
,
Azure OpenAI
Dean Sloves
Explore Case
How a Telco Cut 5G Slice Setup From Hours to 60 Seconds
A 100M-subscriber operator set up 5G slices by hand, hours at a time. An AI orchestrator now forecasts demand and spins them up in under 60 seconds — 30% more network efficiency.
Replaced hours of manual 5G slice provisioning with a predictive, self-healing orchestrator.
- Slices created in under 60 seconds; 93% forecast accuracy
- 30% efficiency lift, 99.95% SLA compliance at 100M-subscriber scale
30%
Lifted network resource efficiency
$500K+
4–6 months
Predictive Analytics & Forecasting
,
Process Automation (RPA + AI)
,
Telecommunications
,
Operations
,
Cost Reduction
,
Customer Experience
,
Azure OpenAI
Dean Sloves
Explore Case
How a Tier-1 Bank Clawed Back $40M a Year on Credit Risk
A bank's risk team needed three days to clear one borrower. An AI agent swarm now runs extraction, analysis and Basel checks in parallel — decisions land in 30 seconds.
Replaced a sequential credit-risk process with parallel AI agents on a unified data mesh.
- Cut analysis from 3 days to 30 seconds
- $40M recovered; 80% less compliance overhead
$40M
Recovered lending revenue a year
$500K+
2–4 months
Decision Support & Scoring
,
Process Automation (RPA + AI)
,
Financial Services
,
Finance & Accounting
,
Legal & Compliance
,
Time Savings
,
Revenue Growth
,
Risk & Compliance
,
GPT-4o (via Azure OpenAI)
Dean Sloves
Explore Case
How One FinTech Cut RFP Response Time 75%
A global FinTech proposal team bottled siloed expertise across Bulgaria and London into an AI knowledge base — compressing RFP response from 38 hours to 8–12 and lifting quality.
Built to fix two RFP failure modes: key-person dependency and generic output.
• Knowledge from distributed teams centralized into one queryable layer
• Custom GPTs governed by firm's ruleset; outputs ranked best-ever
75%+
Cut in RFP response time
< 4 weeks
Knowledge Management & Search (RAG)
,
Generative Design & Content
,
Financial Services
,
Sales & Revenue
,
Operations
,
Cost Reduction
,
Carl Miller
Explore Case
How One SMB Compressed Content Week to 30 Minutes With AI
An SMB owner bottled brand voice into an Airtable-and-Make.com pipeline that drafts, illustrates, and schedules a full week of LinkedIn posts — compressing 40 hours to 30 minutes.
Brand configured once — tone, audience, guidelines — then runs automatically each cycle.
• Perplexity AI enriches each post with real-time research
• Posts generated, imaged, scheduled, and published in one sequence
Full Week of Content in Under 30 Minutes
Compressed from daily manual effort
6–12 months
Generative Design & Content
,
Process Automation (RPA + AI)
,
Professional Services
,
Marketing
,
Denis Panjuta
Explore Case
How One Payments Co Tripled Lead Response
A retail payments marketing team bottled customer data into AI repositioning sprints on Claude, ChatGPT, and Gemini — tripling lead response and lifting team productivity 40%.
Executive alignment and AI readiness assessment before any use case or tool selection.
• AI pods ran 2-week sprints tailoring outreach with Claude, ChatGPT, Gemini
• Product unchanged; messaging and delivery redesigned
200%
Lead response rate lift in pilot
4–8 weeks
AI Workforce Enablement
,
Generative Design & Content
,
Financial Services
,
Marketing
,
Sales & Revenue
,
Executive & Strategy
,
Sean Wood
Explore Case
How One Manufacturer Halved RFQ Turnaround
A 70-year-old manufacturer's engineers re-keyed RFQs across legacy systems. A Claude Code workbench now matches 40,000 SKUs and drafts the bill of materials — halving turnaround.
Converting legacy output to JSON made decades of proprietary data machine-readable.
• RFQ triggers catalog comparison, BOM, pricing, and drawing production
• Engineers became the project's loudest advocates
3.5 weeks
Built and deployed in 3.5 weeks
6–12 months
Document Processing & Extraction
,
Generative Design & Content
,
Process Automation (RPA + AI)
,
Manufacturing & Industrial
,
Operations
,
Sales & Revenue
,
.JPG)
Justin Massa
Explore Case
How One Startup Shipped a Production App in 7 Days
A startup needed to unify three disconnected products with no designer. A Claude PRD and Replit Agent now generate the full-stack prototype in two hours — shipping in seven days.
PRD-first: input quality determined output quality, replacing design and scoping rounds.
• Full-stack prototype from 3 prompts in 2 hours; handed to engineer next day
• No designer hired; in production by week's end
2 hrs
Built full-stack from 3 prompts
6–12 months
AI-Accelerated Custom Software
,
Generative Design & Content
,
Technology & Software
,
Product & Engineering
,
Caralanay Cameron
Explore Case
How One Ad Agency Cut Media Plans Days to Minutes
An ad agency's strategy team bottled Binet & Field into a GPT-4o tool that splits brand vs. performance budgets — plus a voice CFO that lets marketers rehearse the pitch live.
Two-stage design: calculate the split, then practice defending it.
• GPT-4o synthesizes inputs against Binet & Field to generate allocation with rationale
• Voice CFO via Realtime API lets marketers simulate the pitch
Minutes not Days
For CFO-ready media budgets
< 4 weeks
Decision Support & Scoring
,
Conversational AI (Chatbot / Agent)
,
Professional Services
,
Media & Entertainment
,
Marketing
,
Finance & Accounting
,
Allister Hercus
Explore Case
How One SaaS Workforce Unlocked AI Access for 300+
A UserTesting program lead piped Custom GPTs into Confluence and Highspot — standardizing AI access for 300+ employees and replacing scattered use with governed enterprise tooling.
AI embedded into existing tools, not added as a separate initiative.
• Custom GPTs by function replaced generic access with role-specific capability
• Confluence and Highspot placed AI at the point of knowledge-seeking
300+
Enabled across 300+ employees
4–8 weeks
AI Workforce Enablement
,
Knowledge Management & Search (RAG)
,
Technology & Software
,
HR & People
,
Product & Engineering
,
Michael Domanic
Explore Case
How One Spanish Bank Surfaced 250+ AI Use Cases
A Spanish bank's strategy team bottled stakeholder input into a weighted prioritization matrix — surfacing 250+ AI use cases and launching four MVPs on a vendor-agnostic stack.
Five-pillar strategy — Strategy, Governance, Data, People, Ethics — designed before use cases.
• 250+ use cases ranked via weighted matrix on cost-efficiency
• Vendor-agnostic microservices architecture prevents lock-in
250+
Ranked against strategic goals
4–6 months
AI Workforce Enablement
,
Decision Support & Scoring
,
Financial Services
,
Executive & Strategy
,
Finance & Accounting
,
Juan Alfageme Puga
Explore Case
How One Enterprise Lifted AI Proficiency 8% to 50%
An enterprise L&D team bottled change management into Prof AI, a coaching tool that certifies staff on prompting — pushing proficiency 8% to 50% and lifting team output 10–25%.
Built around behavior change — addressing cultural blockers that stall adoption when tools exist.
• Prof AI certifies employees on prompting, use cases, safety
• Workflow redesigns rebuild 3–5 workflows per team
8% → 50%+
Reached in 12 months, firm-wide
4–6 months
AI Workforce Enablement
,
Professional Services
,
HR & People
,
Executive & Strategy
,
Greg Shove
Explore Case
How One CPA Firm Onboarded 30 Pros in 30 Days
A CPA firm's fractional CFO bottled her ChatGPT playbook into a 30-day rollout — shipping Custom GPTs for policy drafting and weekly reporting under client-data-safe controls.
Change management first — experimentation before any Custom GPT deployment.
• Complexity-vs-impact matrix selected two builds: policy drafting and performance reports
• ROI calculated against billable hours saved
~30 days
Full team AI activation
< 4 weeks
AI Workforce Enablement
,
Generative Design & Content
,
Professional Services
,
HR & People
,
Operations
,
Finance & Accounting
,
Anna Tiomina
Explore Case
How a Utility Foundation Cut Grant Admin to 0.3 FTE
A utility community foundation piped applications into Chipp and Zapier — auto-scoring grants, drafting award emails, and shrinking admin from 1 FTE to 0.3.
No-code build in 8 weeks — no custom development or dedicated IT resources needed.
• Applicants self-serve via AI chat; applications auto-rank in Google Sheets
• Staff shifted from processing to selecting recipients
1 FTE → 0.3 FTE
Reduced foundation admin workload
< 4 weeks
Conversational AI (Chatbot / Agent)
,
Process Automation (RPA + AI)
,
Decision Support & Scoring
,
Energy & Utilities
,
Non-Profit & Social Impact
,
Operations
,
Customer Service
,
Scott Meyer
Explore Case
How One Automaker Cut Venture Discovery to 2 Hours
An automaker's innovation team unleashed 62 AI agents on briefs, research, and smoke-test landing pages — validating 8 ventures in 2 hours each, not 11 months.
62 agents in parallel from brief through demand testing, replacing sequential consulting.
• ~500 sources, ~1,000 prompts, ~100 insight pages synthesized in ~1 hour
• Smoke-test pages with paid ads launch in hour 2
11 mo → 2 hrs
Slashed from 11 months to 2 hours
4–8 weeks
Generative Design & Content
,
Data Synthesis & Reporting
,
Process Automation (RPA + AI)
,
Automotive
,
Executive & Strategy
,
Product & Engineering
,
Jan Beranek
Explore Case
How a Children's Care Network Flagged Top Staff at 99%
A children's care network's staff had disengaged post-COVID. Computer vision on 300 existing cameras now spots top caregiver moments at 99% — restoring pre-COVID culture.
Designed to detect positive behavior — reframing existing cameras as a culture tool, not surveillance.
• AI generates evidence packets; managers approve incentive pay
• Human approval required before any payroll action
99%
Achieved in caregiver recognition
2–4 months
Computer Vision
,
Decision Support & Scoring
,
Healthcare & Life Sciences
,
HR & People
,
Operations
,
Ryan Kurt
Explore Case
How One Private Credit Firm Pushed Deal Volume Up 50%
A private credit deal team handed CIM parsing, memo drafts, and LP reports to an AI app on Dynamics — cutting document time 70% and lifting deal volume 50% with no new headcount.
Co-designed with the deal team first — workflow mapped before any engineering began.
• AI parses CIMs and populates deal records; memos generate from a single prompt
• LP reporting runs on schedule; deal volume up 50%
70%
Faster document and memo production
2–4 months
Document Processing & Extraction
,
Generative Design & Content
,
Process Automation (RPA + AI)
,
Financial Services
,
Finance & Accounting
,
Operations
,
Osman Ghandour
Explore Case
How a Rental Chain Won Back 35% of the Owner's Day
An equipment rental owner handed off every inbound call to a voice AI — extending coverage from 10/7 to 24/7 and reclaiming 35% of the workday for the business.
Built using conversational AI and process automation in under 8 weeks.
• Every call answered on first ring; owner receives structured summaries
• Owner retains full oversight while reclaiming 35% of their day
35%
Recovered from inbound call volume
< 4 weeks
Conversational AI (Chatbot / Agent)
,
Process Automation (RPA + AI)
,
Construction & Engineering
,
Professional Services
,
Customer Service
,
Operations
,
Len Landale
Explore Case
How a Media Firm Cut 8 Months of Data Work to 8 Weeks
A healthcare media firm's data was scattered and duplicative. Claude Code wrote 99% of a new Snowflake stack — shipping 140 data models in eight weeks instead of eight months.
Dimensional modeling and medallion architecture replaced a fragmented, duplicated foundation.
• Claude Code wrote 99% of code via CI/CD, stacking context
• Reverse ETL feeds CRM; Snowflake Cortex adds NL query
8 weeks
Deployed in 8 weeks, not 8 months
< 4 weeks
AI-Accelerated Custom Software
,
Data Synthesis & Reporting
,
Healthcare & Life Sciences
,
Media & Entertainment
,
Operations
,
Finance & Accounting
,
Marketing
,
Jonathan Hansing
Explore Case
How a CPG Innovator Compressed NPD From Months to Days
A CPG innovation team wired concept, formulation, and packaging into an AI-native NPD engine — collapsing product cycles from eight months to days and quotes to same-day.
Every NPD stage restructured around AI-augmented parallel workflows, not sequential gates.
• Supplier quoting cut from 6 weeks to same-day
• Concept, formulation, and packaging now run in parallel
6–8 mo → days
Concept to validated prototype
2–4 months
Generative Design & Content
,
Process Automation (RPA + AI)
,
Consumer Goods & CPG
,
Product & Engineering
,
Operations
,
Executive & Strategy
,
Amir Ouki
Explore Case
How a Legal Tech Firm Won Back 7-Figure ARR
A legal tech team encoded its private document corpus into a RAG research assistant on Azure — shipping beta in 90 days and pulling 7-figure net new ARR by month six.
Domain immersion with lawyers set accuracy requirements before architecture decisions.
• Evaluation datasets with legal staff; first-answer correctness benchmarked weekly
• Beta at month 3; GA at month 6 unlocked funding
7-figure ARR
Net new ARR at general availability
4–6 months
Knowledge Management & Search (RAG)
,
AI-Accelerated Custom Software
,
Legal & Compliance
,
Technology & Software
,
Product & Engineering
,
Legal & Compliance
,
Csongor Barabasi
Explore Case
How a Bicycle Maker Lifted Marketing ROI
A global bicycle maker layered ML segmentation, time-series forecasting, and an OpenAI service tool across sales and inventory — lifting marketing ROI and cutting overproduction risk.
30+ use cases narrowed to 7 via buy-vs-build feasibility scoring with ROI estimates.
• Databricks ML segmented high-value customers for targeted campaigns
• Time-series forecasting cut overproduction and stockout risk
AI-Driven Segmentation Improved Marketing ROI
Via targeted campaign execution
4–6 months
Predictive Analytics & Forecasting
,
Recommendation Systems
,
Conversational AI (Chatbot / Agent)
,
Consumer Goods & CPG
,
Manufacturing & Industrial
,
Operations
,
Executive & Strategy
,
Supply Chain & Procurement
,
Mio Suzuki
Explore Case
How a Doc Producer Cut Season 2 Prep From Weeks to Hours
An Australian sports doc producer fed Season 1 transcripts into Claude with a structured prompt — generating a full Season 2 treatment in hours and winning a positive network response.
Season 1 transcripts fed into Claude extracted narrative patterns and story logic — replacing weeks of manual development.
• Season 2 treatment delivered same day; network responded positively
• Validated a repeatable framework for any nonfiction producer
Weeks → Hours
For a TV season pitch
6–12 months
Generative Design & Content
,
Natural Language Processing
,
Media & Entertainment
,
Operations
,
Executive & Strategy
,
Fred Grinstein
Explore Case
How Zola Validated a Wedding Product for $40K
A Zola product lead and one engineer bottled a psychographic wedding-task splitter into a custom GPT — shipping in one month for $40K instead of six months and $125K.
Jenny used psychographic prompts to build partner profiles, mapping all wedding tasks to individual strengths.
• Custom GPT launched publicly as a low-risk demand prototype
• CSV assigns tasks with links to Zola articles
~67%
Reduced vs. traditional dev cost
$25K – $100K
6–12 months
Conversational AI (Chatbot / Agent)
,
Decision Support & Scoring
,
Consumer Goods & CPG
,
Technology & Software
,
Product & Engineering
,
Marketing
,
Jenny Nicholson
Explore Case
How a Law Firm Unblocked a Stalled Tech Rollout
A law firm's CEO ran a three-phase capability assessment and placed a Head of Product Development — unblocking a stalled AI initiative and building the missing tech-to-services bridge.
Robert ran a 3-phase assessment — vision, capability audit, roadmap — then searched for the missing function.
• Product management identified as the absent capability
• Head of Product hired from tech to lead AI cycles
Stalled → Active
AI adoption after org redesign
2–4 months
AI Workforce Enablement
,
Legal & Compliance
,
HR & People
,
Executive & Strategy
,
Robert Hatta
Explore Case
How a Custom Manufacturer Pulled $40K in Month One
A contract injection molder replaced email quoting with a 7-click instant-quote platform running on a custom 3D modeling engine — generating $40K in revenue its first month live.
Tau9 Labs built around a C++ 3D modeling engine calculating price from geometry and volume in real time.
• 7-click checkout: part upload to instant quote
• AI coding tools used throughout to compress 4-month build
$40K
Earned before full customer rollout
4–8 weeks
AI-Accelerated Custom Software
,
Decision Support & Scoring
,
Manufacturing & Industrial
,
Sales & Revenue
,
Operations
,
Alex Gruebele
Explore Case
How a DOOH Ad Platform Replaced Unsellable Inventory
An ad platform team layered a custom image-expansion model and a 96%-accurate moderation algorithm into uploads in two weeks — turning every image into a billboard-ready, revenue-generating ad.
Tenex built separate models for image expansion and content moderation, deploying both in two weeks.
• AI expansion: any image fits any billboard format
• Moderation at 96% accuracy before human review
Significant Revenue Lift
From unsellable inventory
6–12 months
Computer Vision
,
Generative Design & Content
,
Process Automation (RPA + AI)
,
Media & Entertainment
,
Operations
,
Marketing
,
Arman Hezarkhani
Explore Case
How One Startup Shipped a Full Pivot in Under 3 Months
A skeptical startup leadership team layered grounding workshops and 1:1 coaching into their roadmap — converting every skeptic and shipping a working prototype in 10–12 weeks.
Justin ran a grounding workshop on AI lab directions, then delivered 1-on-1 coaching with individual playbooks.
• Techniques / jigs / tools framework for opportunities
• Competitive AI capability tied to differentiation
Full Team Buy-In
Achieved across leadership team
4–8 weeks
AI Workforce Enablement
,
Technology & Software
,
Executive & Strategy
,
Justin Massa
Explore Case
How an Enterprise Cut Manual Effort 40% in Six Months
An enterprise AI lead mapped the shadow AI used by 70% of staff and restructured workflows around the tools employees already trusted — cutting manual effort 40% in six months.
Alex ran employee discovery sessions to map actual shadow AI usage before recommending any tools.
• Build-vs-buy reassessment grounded in real adoption data
• IT and HR realigned as co-owners with an AI policy framework
40%
Reduction in manual effort
2–4 months
AI Workforce Enablement
,
Process Automation (RPA + AI)
,
Professional Services
,
Executive & Strategy
,
HR & People
,
Alex Goryachev
Explore Case
How a Healthcare Network Reversed Caregiver Decline
A healthcare network's CEO wired existing campus cameras to a 99%-accurate computer vision model — flagging exceptional care in real time and paying caregivers for it.
The AI Lab used existing campus cameras to build a computer vision system rewarding positive caregiver behavior.
• Incentive pay tied to AI-identified positive interactions
• Human reviewers approve all pay decisions
99%
Caregiver behavior recognition
12+ months
Computer Vision
,
Decision Support & Scoring
,
Healthcare & Life Sciences
,
HR & People
,
Operations
,
Ryan Kurt
Explore Case
How a Health Media Co Built 140 Data Models in 6 Weeks
A healthcare media CEO handed off her Snowflake and dbt buildout to Claude Code — 99% AI-written, 140 production data models shipped in six weeks instead of nine months.
Wallabi built a CI/CD process around Claude Code, stacking repository context across sessions to compound output.
• 140 data models on medallion architecture in 6 weeks
• Reverse ETL pushing clean data to CRM
99%
Of code written by Claude Code
$25K – $100K
< 4 weeks
AI-Accelerated Custom Software
,
Data Synthesis & Reporting
,
Healthcare & Life Sciences
,
Media & Entertainment
,
Operations
,
Product & Engineering
,
Jonathan Hansing
Explore Case
How One VC Fund Won Back 1–2 Hours a Day
A VC fund's associates piped 20–30 weekly deal evaluations — transcripts, emails, memos — into a single AI dashboard, reclaiming 1–2 hours a day for founder meetings and sourcing.
Lazer Technologies ingested deal data from all sources into a single filterable dashboard using React and Node.js.
• OpenAI LLM summarized transcripts with VC-specific framing
• Filterable by stage, vertical, and revenue
1–2 hrs/day
Returned per associate per day
< 4 weeks
Knowledge Management & Search (RAG)
,
Data Synthesis & Reporting
,
Financial Services
,
Finance & Accounting
,
Executive & Strategy
,
Aanikh Kler
Explore Case
How a Monitoring Firm Compressed 4 Days to 30 Min
A parliamentary monitoring team piped live committee audio through Claude for transcription and summary — collapsing legislative intelligence from a 4-day turnaround to 30 minutes.
Mathison AI built an FFMPEG + AWS pipeline ingesting live meeting audio into Claude for transcription.
• Human editor fact-checks and approves before distribution
• Bespoke interface connects AI output to publish
4 days → 30 min
Cut per legislative meeting
< 4 weeks
Natural Language Processing
,
Process Automation (RPA + AI)
,
Data Synthesis & Reporting
,
Media & Entertainment
,
Government & Public Sector
,
Operations
,
Legal & Compliance
,
Mark Riley
Explore Case
How B2B Sales Reps Won Back 4–8 Hours a Week
A B2B sales team packed ChatGPT, Claude, and Fireflies into a 10-minute pre-call intel package — reclaiming 4–8 selling hours a week and running the practice at 3–4x output.
Ben Gold builds task-specific prompt libraries around off-the-shelf tools, structured into a repeatable pre-meeting package.
• 10-min pre-call: research, CRM, talk tracks
• ChatGPT, Claude, Fireflies in rep workflows
4–8 hrs/week
Reclaimed from admin and CRM tasks
6–12 months
AI Workforce Enablement
,
Process Automation (RPA + AI)
,
Professional Services
,
Sales & Revenue
,
Ben Gold
Explore Case
How One Solar Giant Surfaced $80M in R&D Waste
A solar giant's CEO piped seven enterprise systems into a contextual knowledge graph — surfacing that technical debt was eating R&D capacity and unlocking $80M in cost savings.
Parable connected 7–10 enterprise systems into a private cloud graph, capturing work context rather than just outcomes.
• Graph maps who, why, and which systems per task
• R&D time: technical debt vs. roadmap quantified
$80M
Identified via workflow mapping
4–6 months
Data Synthesis & Reporting
,
Decision Support & Scoring
,
Energy & Utilities
,
Executive & Strategy
,
Product & Engineering
,
Adam Schwartz
Explore Case
How Walmart Cut 18 Weeks From Fashion Design-to-Shelf
A Walmart fashion team rebuilt design around a multi-agent AI piping trend, pricing, and consumer feedback in — cutting 18 weeks from design-to-shelf for a top label.
Human Machines decomposed the design process into outcomes, then rebuilt it around a custom multi-agent system.
• Market feedback loops and pricing signals integrated earlier
• Designers embedded in testing throughout
18 weeks
Cut from fashion design to shelf
< 4 weeks
Generative Design & Content
,
AI-Accelerated Custom Software
,
Retail & E-Commerce
,
Consumer Goods & CPG
,
Operations
,
Product & Engineering
,
Marketing
,
Explore Case
How A 50-Clinic Network Replaced Weeks of Reports
A statewide clinic ops team wired 15 groups into a nightly Power BI tower — turning weeks of manual reporting into patient-level alerts catching millions in revenue leakage.
Omnificity interviewed every exec and operator to define decision-relevant KPIs before any build began.
• Nightly control tower normalized across 15 clinic groups
• Daily patient lists embedded into front desk workflows
Weeks → nightly
50-clinic performance view
4–8 weeks
Data Synthesis & Reporting
,
Decision Support & Scoring
,
Healthcare & Life Sciences
,
Operations
,
Executive & Strategy
,
Explore Case
How One Executive Coach Saved 30 Min Per Client a Week
A CEO coach's assistant piped Granola, Zapier, and Relay.app into one pipeline — scoring sessions on ICF rubrics and drafting follow-ups that save 30+ min per client a week.
Mollie tested prompts against real transcripts before automating, then built 3 tools from off-the-shelf platforms.
• Granola + Zapier: automated session summaries
• Rachel Bot trained on methodology for between sessions
30+ min/week
Saved per client on admin tasks
< 4 weeks
Process Automation (RPA + AI)
,
Conversational AI (Chatbot / Agent)
,
Professional Services
,
HR & People
,
Operations
,
Explore Case
How One PE Firm Dodged a 15–20% Overpayment
A PE deal team ran technical AI diligence on a healthcare target — surfacing key-person risk and vendor lock-in, and restructuring with earnouts that cut 15–20% off the price.
AI4ALL ran AI-specific diligence alongside M&A, evaluating architecture, model dependencies, and team composition.
• Key-person risk: single engineer on critical model
• Deal restructured with performance-based earnouts
15–20%
Overpayment avoided via diligence
4–8 weeks
Decision Support & Scoring
,
Financial Services
,
Healthcare & Life Sciences
,
Finance & Accounting
,
Executive & Strategy
,
Melania Calinescu
Explore Case
How A Preschool Operator Lifted Labor Productivity 50%
A PE-backed preschool ops team trained an ML model on attendance to staff 100+ sites hour by hour — lifting labor productivity 50% and expanding EBITDA margins 33%.
SaxeCap unified M&A-era systems, then applied classical ML to predict hourly classroom attendance by age level.
• Operations research model: EBITDA-optimized staffing
• Principal feedback loop for model retraining
50%+
Lifted across 100+ preschool sites
4–6 months
Predictive Analytics & Forecasting
,
Decision Support & Scoring
,
Education & EdTech
,
Financial Services
,
Operations
,
Finance & Accounting
,
Amrit Saxena
Explore Case
How One Marketing Team Cut Campaigns 3 Months to 45 Min
An enterprise marketing team layered an Azure AI agent and Power Automate into Microsoft — collapsing campaigns from 3 months to 45 minutes and renewing 15 of 15 clients.
Ashley embedded the AI agent inside the Microsoft stack as a Teams colleague to cut adoption friction.
• Power Automate: brief triggers win/loss search
• Azure AI agent: V1 copy generated, JIRA tickets routed
3 mo → 45 min
Compressed from 3 months to 45 min
4–8 weeks
Generative Design & Content
,
Process Automation (RPA + AI)
,
Conversational AI (Chatbot / Agent)
,
Technology & Software
,
Marketing
,
Operations
,
Sales & Revenue
,
.png)
Ashley Gross
Explore Case
How A 50-Clinic Network Cut Reporting Weeks to Nightly
A statewide clinic ops team piped 15 groups and 50+ practices into one nightly dashboard — turning weeks of manual reports into live alerts that catch millions in revenue leakage.
Omnificity ran KPI workshops before touching any data, ensuring metrics matched actual executive decisions.
• Nightly ETL aggregating 50+ clinic systems
• Point-of-care nudge tools embedded in front desk workflows
Weeks of Manual Reporting Eliminated
Replaced with nightly auto-refresh
4–6 months
Data Synthesis & Reporting
,
Decision Support & Scoring
,
Healthcare & Life Sciences
,
Operations
,
Finance & Accounting
,
Executive & Strategy
,
Explore Case
How One Creative Agency Freed 35% of Its Week
A growth-stage LA agency wired AI workers, GPT-4, and Claude into project ops — freeing 35% of staff time and launching a trend-prediction product as a new revenue line.
Era Seven ran an AI Accelerator survey, then executed a three-track roadmap across ops, enablement, and policy.
• monday.com digital workers: scope, budget, timelines
• AI policy and prompt workshops run simultaneously
35%
Operational efficiency gain
2–4 months
AI Workforce Enablement
,
Process Automation (RPA + AI)
,
Predictive Analytics & Forecasting
,
Professional Services
,
Operations
,
Marketing
,
Executive & Strategy
,
Kate Cook
Explore Case
How One PE Operator Aced a Termination Talk in 30 Min
A new portco CEO cloned the person across three ChatGPT windows — profile, role-play, and a Kim Scott critic — and HR called the result the most effective talk they had witnessed.
Utley built a 3-window ChatGPT workflow using prompt engineering alone to rehearse against a psychological counterpart.
• Window 1: AI builds profile via interview
• Window 3: Kim Scott persona delivers feedback
Best Ever
Conversation HR had ever witnessed
6–12 months
Conversational AI (Chatbot / Agent)
,
AI Workforce Enablement
,
Financial Services
,
HR & People Operations
,
HR & People
,
Executive & Strategy
,
Jeremy Utley
Explore Case
How One Recovery Firm Cut Field Data Lag to Same Day
A disaster-recovery COO scaling crews to 5,000 wired GPS and HR data into a same-day alert feed — catching $100K-a-day field leakage before it compounds.
Synopsis resolved entity data across HR and GPS systems before any alerting was built.
• 30-min departure alerts flagged to supervisors cut daily cost leakage
• Same-day field visibility replaced two-week-old operational data
Same-day data
Replaces two-week reporting lag
$100K – $250K
< 4 weeks
Data Synthesis & Reporting
,
Process Automation (RPA + AI)
,
Construction & Engineering
,
Operations
,
Finance & Accounting
,
Kris Krisco
Explore Case
How One Reinsurer Cut Risk Analysis Weeks to Hours
A reinsurance risk team wired a hybrid RAG and custom legal dictionary across 10,000 contracts — collapsing 2–3 weeks of analyst work to under a day at 97% accuracy.
Team mapped the contract value chain, then built a hybrid RAG architecture combining SQL and semantic retrieval.
• Custom LLM legal dictionary for domain accuracy
• QA iterated from 10 to 10,000 contracts
2–3 weeks → <1 day
Cut from contract risk analysis
4–8 weeks
Knowledge Management & Search (RAG)
,
Document Processing & Extraction
,
Decision Support & Scoring
,
Insurance
,
Legal & Compliance
,
Finance & Accounting
,
Operations
,
Mike Mayes
Explore Case
How Southwest Marketing Mapped AI Bets Across 8 Functions
A 70,000-person airline's marketing team ran Double Diamond design thinking across 8 functions — codifying five signals that flag where AI actually pays off.
Interviews across 8 sub-teams surfaced pain points; discovery deliberately separated from solutioning.
• 5 AI readiness signals: data, repetition, templatization, infrastructure, error
• Framework reusable enterprise-wide
70,000-Person Scale
AI signals mapped, 8 teams
< 4 weeks
Process Automation (RPA + AI)
,
Aviation & Aerospace
,
Marketing
,
Operations
,
Nicola Smith
Explore Case
How a Pharmacy Benefits Firm Cleared FDA PDFs in 10 Weeks
Arrive Health's pharmacy specialists offloaded FDA PDF review to a RAG-based AI that drafts drug equivalency recommendations — shipped in 10 weeks at 95%+ accuracy with human-in-the-loop validation.
Custom RAG tuned to pharmaceutical regulatory language with purpose-built FDA PDF preprocessing.
• Proprietary CAT framework at developer, overnight, and production stages
• Human specialists in loop for final validation
10 weeks
Built and shipped in 10 weeks
4–8 weeks
Knowledge Management & Search (RAG)
,
Document Processing & Extraction
,
Healthcare & Life Sciences
,
Operations
,
Legal & Compliance
,
Ross Hale
Explore Case
How a PE-Backed SaaS Cut Insight Time Weeks to Minutes
A PE-backed SaaS leadership team collapsed disconnected CRM, ERP, billing, and product systems into one semantic layer — answering live board questions in minutes instead of waiting until Monday.
Proprietary ETL and entity resolution unified all systems into one semantic layer in days.
• Natural language querying, anomaly detection, predictive revenue/churn models
• Automated Slack alerts, no data engineer required
Weeks → Minutes
Reduced time to insight
< 4 weeks
Data Synthesis & Reporting
,
Predictive Analytics & Forecasting
,
Conversational AI (Chatbot / Agent)
,
Technology & Software
,
Financial Services
,
Finance & Accounting
,
Operations
,
Executive & Strategy
,
Kris Krisco
Explore Case
How UserTesting Unlocked Company-Wide AI Adoption
UserTesting's exec team reframed legal, security, and privacy from gatekeepers to advisors — clearing the path for enterprise ChatGPT, employee-built custom GPTs, and an AI council company-wide.
Legal, security, and privacy teams were pre-aligned as advisors, not gatekeepers, before rollout began.
• Cross-functional AI council with senior representation
• Enterprise ChatGPT and custom GPTs with internal data integration
Compliance Reframed as Enablement
Repositioned legal as AI advisor
4–6 months
AI Workforce Enablement
,
Technology & Software
,
Executive & Strategy
,
Legal & Compliance
,
Operations
,
Kaj van de Loo
Explore Case
How Trek Funded an Edge AI Bike Prototype in 18 Months
Trek's Advanced Tech director compressed 35 AI opportunities down to 3, won a fresh AI budget during a company-wide freeze, and shipped a CES 2025 on-device AI handlebar — all inside 18 months.
35 AI opportunities scored and filtered to 3 using ROI and feasibility metrics; packaged into an executive business case.
• SLM on a handlebar microcontroller, running locally
• On-device AI companion with no internet required
18 months
Physical AI prototype at CES
12+ months
AI-Accelerated Custom Software
,
Conversational AI (Chatbot / Agent)
,
Consumer Goods & CPG
,
Executive & Strategy
,
Product & Engineering
,
Gregor Mittersinker
Explore Case
How an FP&A Firm Cut Knowledge Searches to Seconds
A financial planning firm's analysts piped years of SharePoint memos into a RAG chatbot with citations — replacing hours of senior-colleague pings with seconds-long natural language queries.
SharePoint corpus indexed with role-based access controls translated from source permissions.
• Natural language querying with source citations
• New hire ramp collapsed; senior staff freed from fielding knowledge requests
Seconds, Not Hours
Saves hours per knowledge search
4–8 weeks
Knowledge Management & Search (RAG)
,
Conversational AI (Chatbot / Agent)
,
Financial Services
,
Finance & Accounting
,
HR & People
,
Product & Engineering
,
Evan Glaser
Explore Case
How a Strategy Firm Turned Its IP Into a Free Lead Tool
A marketing firm's strategists encoded their neuropsychology model into an AI persona generator — collapsing weeks of manual work and shipping a free public web tool as a top-of-funnel.
Tiered roadmap: efficiency, quality, then productization — AI introduced at each phase.
• AI trained on proprietary neuropsychological framework and client examples
• Internal tool relaunched as public-facing lead gen
Proprietary IP → Public Product
Launched as lead gen tool
4–6 months
Generative Design & Content
,
AI Workforce Enablement
,
Professional Services
,
Marketing
,
Executive & Strategy
,
Product & Engineering
,
Daniel Ostrower
Explore Case
How News Corp Lifted Workflows 30% and Cut $150K
A media enterprise's strategy team wired a single AI governance framework across its decentralized units — targeting 25–30% workflow gains and $150K in legacy tool decommissioning.
A standard ROI methodology and readiness assessment built for News Corp's unit-by-unit structure.
• Per-unit AI readiness scoring with shared benchmarks
• Pilot governance process; legacy tools flagged for decommissioning
25–30%
Targeted workflow efficiency gain
2–4 months
Decision Support & Scoring
,
Media & Entertainment
,
Executive & Strategy
,
Nicole Castillo
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How One SMB Compressed a Week of LinkedIn to 30 Min
A small-business owner's brand voice was packed into an Airtable-and-Make pipeline that drafts, illustrates, and schedules a full week of LinkedIn posts in 30 minutes — work that used to take hours.
Airtable captures brand inputs; Make.com orchestrates from content ideation through to LinkedIn publishing.
• Perplexity API enriching ideas with real-time data
• OpenAI API drafting posts; LinkedIn API for direct publishing
30 min
Produces a full week of content
Under $25K
4–8 weeks
Generative Design & Content
,
Professional Services
,
Marketing
,
Sales & Revenue
,
Denis Panjuta
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How One Manufacturer Freed 70% of Engineering Time
A mid-sized manufacturer's engineers bottled their design playbook into an AI workbench that drafts production prints from customer specs — freeing 60–70% of engineering hours per order.
GenAI Kickstart surfaced the top bottleneck; workbench generates 90%-complete design prints for engineers.
• Claude connected to proprietary parts database and engineering standards
• Validation agents flagging spec conflicts
60–70%
Freed per order in engineering time
Under $25K
4–8 weeks
Generative Design & Content
,
Process Automation (RPA + AI)
,
Manufacturing & Industrial
,
Operations
,
Greg Shove
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How a $20M Services Firm Unlocked $500K
A stalled $20M services firm wired ChatGPT Enterprise, Make.com, and Claude into its operations — reclaiming 10–15 leadership hours a week and unlocking $500K in new revenue.
Root-cause diagnostic revealed structural issues — not technology gaps — before any AI was deployed.
• ChatGPT Enterprise for knowledge management and SOP documentation
• Make.com for workflow automation and insight tagging
10–15 hrs/week
Reclaimed weekly by leadership team
Under $25K
2–4 months
Process Automation (RPA + AI)
,
Professional Services
,
Operations
,
Sales & Revenue
,
Shadi Yazdan
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How a Law School Cut Bar Exam Question Time 75%
A law school's legal SMEs spent an hour on each exam question. A pair-prompting AI now drafts compliant questions in 15 minutes — turning SMEs from writers into reviewers.
AI engineer and legal SMEs ran pair-prompting sprints to validate output quality before scaling.
• LLMs fine-tuned on the SQE legal knowledge base
• SMEs shifted from question drafting to AI-output review
75%
Cut from exam question review time
4–8 weeks
Generative Design & Content
,
Process Automation (RPA + AI)
,
Education & EdTech
,
Operations
,
Product & Engineering
,
Mel Moeller
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How a Celebrity Stylist Sourced Products in Seconds
A celebrity stylist's team was burning hours per request hunting products on Google. A GPT-4o Vision pipeline now extracts style cues from images and returns matches in seconds.
GPT-4o Vision extracted style attributes; Claude handled matching logic and query interpretation.
• Vision pipeline for attribute and category extraction
• Matching system trained on proprietary historical sourcing data
MVP in 5 weeks
Delivered from kickoff to launch
< 4 weeks
Computer Vision
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Recommendation Systems
,
Retail & E-Commerce
,
Operations
,
Supply Chain & Procurement
,
Nicole Hedley
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How a CEO Coach Saved 30 Min Per Client Each Week
An executive coach for PE and VC CEOs offloaded session notes, summaries, and follow-ups to a no-code AI stack — saving 30+ minutes per client every week.
All prompts tested manually against real transcripts before pipelines were built.
• ICF-competency session scoring via Coaching Feedback Analyzer
• Zapier and Relay.app automating post-session emails and follow-up reminders
30+ min/client/week
Saved per client each week
6–12 months
Process Automation (RPA + AI)
,
Conversational AI (Chatbot / Agent)
,
Professional Services
,
Operations
,
HR & People
,
Dean Sloves
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How One Media Company Lifted Ad Sales 8%
An ad sales team layered LLM agents over its BigQuery data — recommending audience segments mid-RFP and automating trafficking and QA, lifting deal value 8%.
A structured diagnostic mapped pitch-to-pay first; BigQuery unified four systems before any AI was built.
• LLM agents for audience recommendations, anomaly detection, auto-trafficking
• Engineering in diagnostic phase
+8%
Gained in incremental deal value
2–4 months
AI-Accelerated Custom Software
,
Process Automation (RPA + AI)
,
Recommendation Systems
,
Media & Entertainment
,
Sales & Revenue
,
Operations
,
Marketing
,
Alex Brownstein
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How a PE Team Surfaced Deal Precedents in Seconds
An investment team piped past memos and investment theses into a RAG layer on ChatGPT Enterprise — surfacing relevant precedents before first calls instead of after them.
Workflows ran entirely inside existing ChatGPT Enterprise — no new infrastructure needed.
• Deal docs and memos ingested and made queryable in plain language
• V1 investment memos auto-generated from historical precedent
Richer Deal Conversations
Delivered via AI deal research
4–8 weeks
Knowledge Management & Search (RAG)
,
Generative Design & Content
,
Financial Services
,
Finance & Accounting
,
Executive & Strategy
,
Natalia Quintero
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How a Wind Power Operator Cut Field Repair Time 40%
A wind power operator piped turbine IoT data and service manuals into a field tech app — pre-diagnosing failures, cutting repair time 40%, and recouping ROI inside a year.
Two problems in sequence: pre-dispatch failure diagnosis, then on-site repair guidance.
• IoT data and vector search pre-diagnose failures and recommend parts
• Chat delivers manual excerpts on-site; reports automated
40%
Reduced wind turbine service time
$250K – $500K
4–8 weeks
Knowledge Management & Search (RAG)
,
Conversational AI (Chatbot / Agent)
,
Predictive Analytics & Forecasting
,
Energy & Utilities
,
Operations
,
Supply Chain & Procurement
,
Time Savings
,
Cost Reduction
,
Jozef Petro
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How a $40B PE Firm Lifted Daily AI Use From 5% to 50%
A $40B PE firm's deal and back-office teams handed off routine work to ChatGPT, Claude, and custom GPTs — lifting daily AI use from 5% to 50%+ and reclaiming thousands of hours a year.
Engagement focused on workflow redesign, not tool access — finding AI-amenable tasks before training.
• ChatGPT, Claude, and custom GPTs deployed across front and back office
• Adoption tracked weekly to sustain change
5% → 50%+
Reached firm-wide daily AI adoption
$100K – $250K
4–8 weeks
AI Workforce Enablement
,
Financial Services
,
Operations
,
Finance & Accounting
,
Executive & Strategy
,
Time Savings
,
Headcount Avoidance
,
ChatGPT
Brandon Gell
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How a Custom Manufacturer Cut Engineering Time 60%
A custom manufacturer's engineers handed RFQs to an AI workbench that drafts BOMs, quotes, and production drawings — targeting a 60-70% cut in engineering time per order.
Kickstart interviews mapped friction; legacy output converted to JSON to unlock automation.
• Workbench ingests RFQ, generates BOM, prices it, and drafts drawings
• AI flags conflicts before files reach the floor
60–70%
Reduced engineering time per order
6–12 months
Document Processing & Extraction
,
Generative Design & Content
,
Process Automation (RPA + AI)
,
Manufacturing & Industrial
,
Operations
,
Sales & Revenue
,
Time Savings
,
Cost Reduction
,
Claude
Jason Rubinstein
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How One Gov Data Firm Cut Doc Time 6 Hours to 15 Min
A government data team replaced 70 human extractors with a custom OpenAI–Anthropic parsing pipeline — cutting per-doc work 6 hours to 15 minutes and lifting analyst output 3–20x.
Machine & Partners ran rapid experiments first, then built a pipeline selecting models by task complexity.
• OpenAI and Claude applied selectively by extraction type
• Semantic data to vector store for auto-reports
90%
Reduced data extraction labor time
4–8 weeks
Document Processing & Extraction
,
Knowledge Management & Search (RAG)
,
Government & Public Sector
,
Technology & Software
,
Operations
,
Time Savings
,
Cost Reduction
,
Headcount Avoidance
,
Revenue Growth
,
Edmundo Ortega
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How One Hedge Fund Pushed Compliance From 30% to 95%
A compliance team built a self-screening GPT for every internal department — pushing pre-submission compliance from 30% to 95% and freeing the desk for strategic risk work.
Discovery interviews surfaced the compliance bottleneck; GPT trained on firm standards enabled self-screening.
• Custom GPT for pre-submission self-screening by all teams
• Compliance team moved to exception-review role
30% → 95%
Raised in pre-submission compliance
< 4 weeks
Conversational AI (Chatbot / Agent)
,
Document Processing & Extraction
,
Process Automation (RPA + AI)
,
Financial Services
,
Legal & Compliance
,
Operations
,
Time Savings
,
Risk & Compliance
,
Headcount Avoidance
,
ChatGPT
Brandon Gell
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How a Manufacturer Cut ERP Rollout From 12 Months to 3
A multi-country manufacturer's owner replaced spreadsheets with a modular AI ERP in three months — killing the $100K inventory-error class and cutting admin overhead 40%.
VestedInYou spent a full month on discovery and data architecture before deploying any ERP module.
• Open-source ERP phased over 3–4 months vs. standard 12+
• AI inventory alerts triggered against project deadlines
75%
Faster ERP: 3 months vs. 12+ prior
2–4 months
AI-Accelerated Custom Software
,
Process Automation (RPA + AI)
,
Predictive Analytics & Forecasting
,
Manufacturing & Industrial
,
Construction & Engineering
,
Operations
,
Supply Chain & Procurement
,
Cost Reduction
,
Time Savings
,
Revenue Growth
,
Risk & Compliance
,
Turgut Jabbarli
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How One Hedge Fund Cut Pre-Call Prep From 60 to 5 Min
A hedge fund's analysts packed filings, transcripts, and models into a three-module AI — collapsing pre-call prep from 60 to 5 minutes and reclaiming thousands of hours a year.
Workflow and data mapping drove a 3-module design around actual analyst processes.
• Q&A module pulls SharePoint, OneNote, Excel to prep call questions
• Signal modules flag when exec comments shift model assumptions
80%
Reduced analyst prep, 60 min to 5
4–8 weeks
Knowledge Management & Search (RAG)
,
Data Synthesis & Reporting
,
Natural Language Processing
,
Financial Services
,
Finance & Accounting
,
Operations
,
Time Savings
,
Risk & Compliance
,
Jay Singh
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How a Mid-Market CFO Halved Board Reporting Time
A mid-market finance team piped QuickBooks, HubSpot, and Excel into an ML-powered FP&A platform — halving board reporting time and tripling cash flow forecast accuracy without an enterprise budget.
Data from QuickBooks, HubSpot, and Excel centralized into PostgreSQL; ML and GPT-4o layered on top.
• Classical ML for time-series cash flow and revenue forecasting
• GPT-4o chat layer for natural language data queries
50%+
Saved on board reporting prep time
4–8 weeks
Predictive Analytics & Forecasting
,
Data Synthesis & Reporting
,
Conversational AI (Chatbot / Agent)
,
Financial Services
,
Finance & Accounting
,
Time Savings
,
Cost Reduction
,
Risk & Compliance
,
Custom / proprietary
Glenn Hopper
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