Case Studies
Numbers our clients love.
Three teams. Three problems. Three systems that paid for themselves.
Time Saved
Revenue Lift
Avg. Quarterly Gain
"Replaced 30 hours of weekly grunt work. Paid for itself in three weeks."
Maya Chen
COO, Northbeam
Challenge
Northbeam's ops team was burning 30+ hours weekly on manual data reconciliation across Salesforce, Stripe, and internal tools. Onboarding new customers took days of copy-paste work, and errors compounded downstream.
Solution
We architected an event-driven workflow that unified customer records across all three systems, auto-provisioned accounts on subscription events, and pushed exceptions to a Slack triage channel with full context.
Results
- 30+ hours per week reclaimed across the ops team
- ROI within 3 weeks of go-live
- Zero manual provisioning errors in the first quarter
- New-customer onboarding: 2 days → 4 minutes
"AI agents handle 70% of tier-1 support."
Daniel Ortiz
Head of CX, Lumen
Challenge
Lumen's support inbox was drowning. Response times crept past 12 hours, CSAT was slipping, and hiring more agents wasn't sustainable. Tier-1 tickets — password resets, billing questions, feature how-tos — were 80% of volume.
Solution
We deployed a suite of AI support agents backed by Lumen's knowledge base and Zendesk history. Agents draft, execute account changes on approval, and escalate only what needs a human — with a full summary attached.
Results
- 70% of tier-1 tickets fully automated
- Median first response: 12 hrs → under 2 minutes
- CSAT lifted 18 points quarter-over-quarter
- Human agents refocused on complex, high-value cases
"Spreadsheets to real-time revenue dashboard in 11 days."
Priya Raman
Founder, Stackpilot
Challenge
Stackpilot was flying blind. Revenue lived in Stripe, pipeline in HubSpot, product usage in Postgres, and the leadership team pieced it together in a weekly spreadsheet that was always stale.
Solution
We built a unified data layer syncing all three sources into a warehouse, then delivered a live executive dashboard with revenue, pipeline, cohort retention, and product engagement — all refreshing in near real time.
Results
- Delivered end-to-end in 11 days
- Live KPIs replaced a 6-hour weekly reporting cycle
- Board updates now pulled straight from the dashboard
- Leadership caught a churn spike 3 weeks earlier than the old process would have
In Their Words
Trusted by operators.
"Replaced 30 hours of weekly grunt work. Paid for itself in three weeks."
Maya Chen
COO, Northbeam
"AI agents handle 70% of tier-1 support."
Daniel Ortiz
Head of CX, Lumen
"Spreadsheets to real-time revenue dashboard in 11 days."
Priya Raman
Founder, Stackpilot