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Case Studies

Selected client outcomes across six sectors.

All names anonymized at client request. Numbers are real. Each case study describes the operational problem, what we changed, and the measured outcome over 6–18 months.

Cases shown 6Avg engagement 14 monthsSectors All

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OUTCOMES · SUMMARY

Avg vendor reduction6 → 1Per engagement

Avg savings year 1$186k+Direct cost

Avg uptime improvement+0.77%To 99.97%

Avg engagement14 monthsOngoing

Client retention94%Annual

Healthcare · Case 01

A 14-location dental group consolidates 6 vendors into one operations partner

A growing dental group in Ontario was running IT, web, marketing, CRM and reporting through six different agencies and freelancers. Tickets were lost, brand was inconsistent, and the COO couldn't answer simple questions about patient acquisition cost per location.

▢ Operational gaps

· 6 vendors with overlapping scope
· No unified patient acquisition reporting
· Inconsistent local SEO across clinics
· 99.2% booking uptime — too many incidents

▢ What we changed

· Consolidated to single operations partner
· Built unified patient acquisition dashboard
· Standardized network & security across clinics
· PHIPA-aware identity & backup posture

Engagement: 14 months · ongoing

Measured outcomes

+ 23%

new patients (12 months)

$186k

annual vendor savings

99.97%

booking uptime

14 min

P1 response time

Education · Case 02

A private college in Quebec unifies admissions across 4 systems

Admissions in HubSpot, payments in QuickBooks, grades in Moodle, alumni in a spreadsheet. Lead-to-enrollment took 41 days, and the dean couldn't see the funnel.

▢ Operational gaps

· Four systems, no shared student ID
· No live enrollment funnel reporting
· 41-day average lead-to-enroll
· Stale Moodle on aging infrastructure

▢ What we changed

· Unified student record with shared ID
· Live enrollment funnel dashboard
· Moodle migration to managed hosting
· Advisor-facing CRM with SLA tracking

Engagement: 9 months · ongoing

Measured outcomes

-38%

lead-to-enroll time

+19%

application-to-enrolled rate

1 record

across 4 systems

99.99%

LMS uptime

Professional Services · Case 03

A 22-lawyer firm gets live partner-level pipeline visibility

A boutique law firm in Toronto with strong organic growth had zero visibility into pipeline, matter aging, or utilization. Partners spent every month-end pulling numbers by hand. Junior associates were burning 12+ hrs/week on admin.

▢ Operational gaps

· No live pipeline or utilization view
· Manual monthly partner reporting
· Document chaos across matters
· High non-billable admin load

▢ What we changed

· Clio + HubSpot integration end-to-end
· Live partner dashboard
· Document automation & e-sign
· Matter SOPs & intake automation

Engagement: 11 months · ongoing

Measured outcomes

+14%

utilization (4 months)

-9 hrs

/wk associate admin

1 dashboard

partner-facing live

100%

matter SOP coverage

Multi-location · Case 04

A 9-location service franchise standardizes operations in 11 weeks

A franchised home-services brand growing 35% YoY had no standardized launch playbook. Each new location took 6+ weeks of ad-hoc setup, and corporate had no cross-location visibility.

▢ Operational gaps

· No new-location playbook
· 11 marketing vendors across locations
· No corporate operational dashboard
· Inconsistent customer experience

▢ What we changed

· Repeatable 14-day launch playbook
· Consolidated to one marketing ops team
· Live cross-location dashboard
· Standardized network + identity per location

Engagement: 11 weeks (rollout) · 18 months ongoing

Measured outcomes

14 days

to launch new location

11 → 1

marketing vendor

+27%

avg local leads

1 dashboard

across 9 locations

Construction · Case 05

A 60-person trades company moves the field team off paper

A growing trades business in Western Canada was running scheduling, dispatch, invoicing and time tracking on paper, voice calls and three disconnected apps. Cash flow was 45 days, jobs were double-booked, and customer NPS was sliding.

▢ Operational gaps

· Paper-based dispatch & time tracking
· 45-day cash cycle
· No live job status visibility
· NPS in slow decline

▢ What we changed

· Field service platform (ServiceTitan) live
· Mobile-first dispatch & time
· Real-time job-status portal for customers
· Auto-invoicing on job completion

Engagement: 6 months · ongoing

Measured outcomes

45 → 22

days cash cycle

+12 pts

customer NPS

paper dispatch sheets

Live

customer job portal

SaaS / SMB · Case 06

A 40-person SaaS replaces a part-time IT person with full coverage

A profitable B2B SaaS company had one IT generalist handling everything — and lost them. Hiring a replacement was projected at 6 months. They needed coverage in 2 weeks.

▢ Operational gaps

· Sole IT person departed
· 6-month projected backfill
· No security baseline
· M365 admin sprawl

▢ What we changed

· Live coverage in 11 days
· SOC 2-aligned baseline implemented
· M365 + Entra cleanup & SSO
· 24/7 helpdesk + monitoring

Engagement: 18 months · ongoing

Measured outcomes

11 days

to live coverage

0 hires

needed

SOC 2

baseline reached

$210k

vs. internal cost (yr 1)

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