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
~$4.0M–$5.0M
Case Study 02
Sales Operations
Client Profile
SaaS ($200M–$500M ARR)
Executive Sponsor
CRO
Time to Production
6–10 Weeks
Value Realized
$4.0M - $5.5M (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–$5.0M
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
Detects exceptions (missing evidence, mismatched terms) immediately upon creation, not at month-end.
Logic-Based Routing
Routes resolution via Slack/Teams with full context (policy, requester, evidence needed).
Stall Detection
Enforces "audit-complete" status before posting to ERP; maintains immutable resolution trail.
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