Case studies
Selected work
A few engagements, described plainly — the situation, what we did, and where it landed. Client names are withheld by agreement.
10 Case Studies
Index
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Making a back-office automation survive its second month
A shared-services team had automated a high-volume, rules-based task before — and watched the bot break the first time a form changed. The hard part was never the happy path.
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Surfacing the gaps a credentialing reviewer needs to see
A hospital group's privileging files ran to hundreds of pages each. The bottleneck was a qualified reviewer reading every one. We helped them find the gaps faster — without taking…
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Getting invoices into the ledger without retyping them
An accounts payable team keyed every invoice by hand from a shared mailbox. We automated the capture and let the system route only what it was unsure about to a…
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Giving a buyer a better starting number, not a verdict
A retailer's buyers placed replenishment orders on instinct and a spreadsheet. We built a forecast that informs the order — the team still places it, and overrides it whenever they…
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Catching the freight charges that don’t match the contract
A logistics operator paid carrier invoices largely on trust. We built a check that compares each charge against the agreed rate before payment — and routes the disputable ones to…
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Sorting a shared inbox before the day starts
A busy operations desk lost the first hour of every day sorting a shared inbox by hand. We built triage that classifies and routes incoming mail — and leaves the…
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Suggesting the likely match, leaving the call to the analyst
A finance team reconciled bank statements against the ledger by eye, line by line. We built an assistant that proposes likely pairs — and a person confirms every one.
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Checking onboarding documents without slowing the deal
A real-estate back office checked every client's KYC documents by hand against a checklist. We automated the routine checks and kept a person on the judgement calls.
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The project where we talked the client out of the AI
A client wanted a model to predict which orders needed a manager's attention. The honest answer was that three plain rules and a daily report did the job — so…
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The real project was getting the data trustworthy first
A client wanted analytics they could rely on. The honest first step was not a model — it was getting to clean, connected data, which paid off whatever came next.
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