Performance Ledger
Measured
Impact.
Case Study 01
Finance Operations
Client Profile
Healthcare Operator ($2B–$5B)
Executive Sponsor
Chief Financial Officer
Time to Production
16 Weeks to Go-Live
Value Realized
$1.1M - $1.3M (Year 1)
The Before
Month-end close took 12-15 days.
250-400 exceptions found at close.
Finance team spent 70% of time chasing evidence.
The After
Close reduced to 4-6 days .
Exceptions dropped to 20-40 .
Rework and manual chasing is eliminated.
Deployment: AP Exceptions Autopilot
Stop Errors Instantly
Detects exceptions (missing evidence, mismatched terms) immediately upon creation, not at month-end.
Resolve Issues via Slack/Teams
Routes resolution via Slack/Teams with full context (policy, requester, evidence needed).
Automated Audit Trail
Enforces "audit-complete" status before posting to ERP; maintains immutable resolution trail.
The Math
(Year 1 Realized)
Avoided Hiring
$420,000
Reduced Close Support
$115,000
Discount Capture
$210,000
Audit Efficiency
$210,000
Write-off Reduction
$140,000
Total Year 1 Value
~$1.1M–$1.3M
Case Study 02
Sales Operations
Client Profile
SaaS ($200M–$500M ARR)
Executive Sponsor
CRO
Time to Production
6–10 Weeks
Value Realized
$4.0M - $4.8M (Year 1)
The Math
(Year 1 Realized)
Incremental Booked ARR
$4.68M
Win Rate Uplift (18% → 24%) 120 deals × 6% uplift × $650K ACV
Capacity Unlocked
$1.0M
10% selling-time increase = 4 avoided hires 4 × $250K fully
loaded cost
Total Year 1 Value
~$4.0M–$4.8M
The Before
Enterprise cycle time: 100–140 days .
Reps spent 25–35% of time on admin/CRM.
Large-deal win rate stuck at 15–20%.
The After
Cycle time 20–30% faster (85–95 days).
Admin time reduced by 8–12 points.
Win rate uplift: +4 to +7 points on large deals.
Deployment: Deal Orchestration System
Generative Proposals
Generates first-draft proposals/SOWs in the client's format (with legal guardrails)
Logic-Based Routing
Automates routing/approvals based on deal attributes (pricing bands, risk terms, non-standard clauses)
Stall Detection
Flags stalled-deal patterns and triggers intervention playbooks.
Case Study 03
COO / Supply Chain
Client Profile
Consumer Goods ($1B–$3B)
Executive Sponsor
COO
Time to Production
10–14 Weeks
Value Realized
$2.0M - $3.0M (Year 1)
The Math
(Year 1 Realized)
Gross Margin Protected
$1.6M
Freight Savings
$360,000
Carrying Cost Reduced
$990,000
Total Year 1 Value
~$3.0M
Case Study 04
CHRO / Talent Ops
Client Profile
Prof. Services (3k–6k)
Executive Sponsor
CHRO
Time to Production
8–12 Weeks
Value Realized
$1.3M – $2.2M (Year 1)
The Math
(Year 1)
Replacements Avoided
$792,000
Agency Fee Savings
$360,000
Capacity Unlocked
$156,000
Total Year 1 Value
~$1.3M
The Before
Time-to-fill critical roles: 55–75 days.
First-year attrition: 25–35%.
Inconsistent interview quality & overloaded teams.
The After
Time-to-fill improved 15-25 days.
First-year attrition reduced 6–10 points.
Reduced agency reliance and recruiter rework.
Deployment: Recruiting Orchestration
Standardized Intake
Standardizes intake + role scorecards + interview plans to reduce variance.
Screening Assistance
Assists screening using ATS/HRIS data with bias checks and audit logs.
Retention Risk Flags
Flags retention risk using tenure, manager changes, and performance inputs.
Case Study 05
PROCUREMENT OPERATIONS
Client Profile
Industrial Manufacturer ($1B Spend)
Executive Sponsor
Chief Procurement Officer
Time to Production
10-16 Weeks to Go-Live
Value Realized
$4.5M - $7.0M (Year 1)
The Before
Off-contract (maverick) spend hovering at 15–25%.
Leakage (missed rebates/terms) at ~1.5% of spend.
Supplier risk handled reactively.
Managers trapped in spreadsheets.
The After
Faster sourcing cycles on high-frequency categories.
Exceptions surfaced before money moves.
Off-contract spend reduced to 8–12%.
30–45% of leakage recovered in Year 1.
Deployment: Procurement Exception Intelligence
Real-Time Normalization
Normalizes spend vs. contracted terms (what should have happened vs. what did) to flag discrepancies immediately.
Contextual Routing
Flags off-contract spend in near real-time and routes to buyers with full context for rapid resolution.
Predictive Risk Watch
Builds supplier risk watchlists using operational and financial signals; tracks discount windows before expiration.
The Math
(Year 1 Realized)
Leakage Recovery
$4.2M
Redirected Spend Savings
$1.5M
Disruption Avoidance
$375,000
Total Year 1 Value
~$4.5M – $7.0M
Case Study 06
LEGAL OPERATIONS
Client Profile
Tech/Services ($0.8B–$2B Revenue)
Executive Sponsor
General Counsel
Time to Production
8–12 Weeks
Value Realized
$1.0M - $1.8M (Year 1)
The Math
(Year 1 Realized)
Capacity Unlocked
$520,000
2 attorneys' time reallocated from routine work.
Outside Counsel Savings
$300,000
30% reduction on $1.0M/year baseline overflow spend.
Renewal Risk Avoidance
$450,000
Midpoint of material recoveries ($250K–$700K) from avoided auto-renewals.
Total Year 1 Value
~$1.0M – $1.8M
The Before
Contract intake backlog: 120–200 items.
Routine contract review: 7–12 days.
Missed renewal/termination: 3–8%.
The After
Backlog reduced 70–85%.
Routine review turnaround: 1–3 days.
Missed windows reduced to <1–2%.
Deployment: Contract Intake & Triage
Intelligent Exception Triage
Compares redlines against a clause playbook to filter noise; escalates only true exceptions requiring legal judgment.
Structured Data Extraction
Extracts key dates and commercial terms into a searchable register, fully traceable back to the source text.
Automated Renewal Control
Triggers renewal and termination alerts automatically with owner routing and immutable audit logs.
Case Study 07
CUSTOMER SUCCESS
Client Profile
B2B SaaS ($200M–$300M ARR)
Executive Sponsor
Chief Customer Officer
Time to Production
6–10 Weeks
Value Realized
$2.5M - $4.0M (Year 1)
The Before
Net revenue retention (NRR): ~100–105%.
Churn risk detected late: 30–60 days before renewal.
Health scoring inconsistent; CSM time spread thin.
The After
NRR increased +1 to +2 points.
Risk detection lead time: 90+ days for top-risk cohort.
CSM capacity improved via targeted prioritization.
Deployment: Customer Signals & Exception Routing.
Unified Health Model
Unifies usage, support, billing, and engagement data into a single, governed health score model.
Explainable Risk Drivers
Produces clear, explainable churn-risk drivers (not "black box" labels) so teams trust the signal.
Actionable Playbook Routing
Routes specific playbooks to CSMs with documented actions and outcomes tracked in real-time.
The Math
(Year 1 Realized)
Retained ARR (Churn Reduction)
$2.5M
Incremental Expansion
$1.25M
Total Year 1 Value
~$2.5M – $4.0M
Case Study 08
MARKETING OPERATIONS
Client Profile
E-commerce ($400M–$800M Rev)
Executive Sponsor
Chief Marketing Officer
Time to Production
6–12 Weeks
Value Realized
$1.5M - $2.0M (Year 1)
The Math
(Year 1 Realized)
Wasted Spend Reduction
$960,000
40% reduction in waste during underperformance windows
Operational Cost Savings
$500,000
Consolidation of BI contractor spend and reporting tooling.
Reallocation Efficiency
$300,000
5% margin improvement on the 15% of spend influenced by the workflow.
Total Year 1 Value
~$1.8M
The Before
Reporting lag: 1–2 weeks.
Budget shifts happen monthly.
Limited controlled experimentation; channel debates dominate.
The After
Reporting lag: Same-day / daily.
Weekly for major channels.
Fewer "attribution arguments," more controlled tests.
Deployment: Marketing Ops Orchestration
Automated Traceability
Automates daily reporting with traceable definitions (defining exactly what counts as CAC/ROAS).
Anomaly Detection
Flags spend anomalies immediately and prompts reallocation decisions (human-in-the-loop).
Standardized Experimentation
Standardizes workflows for holdouts and incrementality testing where feasible.