2,500-Door Multifamily Operator
Portfolio across 12 properties, 3 regional offices, 45 employees observed.
Total Annual Recovery
$287,000
Pilot Recovery
$42,800
Automations Deployed
4
Pilot Duration
30 days
Top Finding
Lease application processing involved 11 manual data entry points across 3 systems. Automated sync eliminated 36 hours of monthly labor.
140-Person Staffing Firm
Light industrial and administrative staffing, 3 branch offices, 60 recruiters observed.
Total Annual Recovery
$341,000
Pilot Recovery
$38,400
Automations Deployed
3
Pilot Duration
30 days
Top Finding
Candidate credential tracking across Excel, email, and client portals created an average 2.3-day delay per placement. Centralized automation reduced to same-day.
$18M Revenue Service Business
Owner-operated, preparing for sale within 18 months, 28 employees observed.
Total Annual Recovery
$196,000
Pilot Recovery
$31,200
Automations Deployed
3
Pilot Duration
30 days
EBITDA Impact at 5x Multiple
~$980,000 in enterprise value
Top Finding
6 critical operational processes were owner-dependent: undocumented workflows that only the owner knew how to execute. Automation and documentation reduced owner-dependency score from "high risk" to "systematized."
Case studies shown are composite examples based on typical pilot findings. As engagements from referenceable clients complete, this page will be updated.
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