Our Results are Your Success…

A small bundle of twigs or sticks tied together.

Explore a few of the ways we’ve helped clients streamline processes, automate tasks, and drive measurable impact. These examples reflect the type of outcomes we can deliver — and the possibilities are nearly limitless when it comes to process optimization.

If you have a process or workflow you’d like to enhance, we’d love to hear from you. Reach out anytime — we’re happy to discuss your needs and explore how we can help.

Sprigs of lavender casting shadows on a beige wall.
A person in a black blazer, white shirt, and light blue jeans is writing in a notebook on a desk, holding a pen with one hand and a coffee cup in the other. The desk has papers, photographs, a keyboard, and a small dice.

Real Results. Rooted in Strategy.

Here are some of the ways we’ve helped our clients grow

Close-up of weathered, twisted pieces of driftwood or dried wood with textured surface.

Case Study #1:

Driving $2M+ in Cost Savings Through Process Automation
Insurance Industry | Cloud Migration & Process Optimization

  • During a major platform migration, a large insurance company faced a complex, manual data transfer process. Policy details stored in a legacy system needed to be migrated into a new cloud-based platform. The transfer involved not only data entry but also extensive manual formatting, code translation, and data scrubbing.

    The process was originally scheduled to be offshored, requiring 18 months of manual effort by a team of 70 full-time equivalents (FTEs). Each policy would take an estimated 30–45 minutes to process, with significant risk of errors and rework.

  • Leveraging our expertise in automation and process improvement, we designed and developed a lightweight Python application to eliminate manual effort:

    • Automated extraction, formatting, and translation of legacy policy data

    • Generated a structured Excel output with 16 pre-formatted subsheets aligned to the new cloud-based platform’s data inputs

    • Enabled users to copy/paste clean, validated data directly into the target system — reducing time and eliminating error-prone steps

    • Saved the company over $2 million in projected costs

    • Reduced processing time by over 90%

    • Minimized risk of errors, improving data quality

    • Accelerated the cloud migration timeline

    Before Automation:

    Processing time per policy: 30-40 minutes

    Manual Effort Required: 18 months, 70 offshore FTE (during peak season)

    Projected Cost: $2M+

    Data Accuracy: Variable, prone to error

    After Automation:

    Processing time per policy: Under 10-15 minutes (once trained)

    Manual Effort Required: 18 months, 15 FTE (during peak season)

    Projected Cost: <$100K

    Data Accuracy: Consistently high

  • With the right approach to automation and process optimization, even highly manual, legacy processes can be dramatically improved — delivering speed, accuracy, and substantial cost savings.

Close-up of a round wooden cutting board on a white fabric surface.

Case Study #2:

Automating Customer Requests: $40K Annual Savings + Improved Customer Experience
Insurance Industry | Service Process Optimization

  • A leading insurance company struggled to manage requests for Letters of Experience — documents summarizing prior policy details, claims history, and other key information for former clients.

    Because these requests came from former customers, the process was deprioritized and treated as Non-Value Added (NVA) work. Turnaround times (SLAs) ranged from 5 days to over 100 days, creating a negative brand impression and diminishing opportunities for future customer retention.

    In addition, the manual, cross-departmental process (customer service, underwriting, policy services) consumed approximately $40,000 annually in FTE resources.

  • We designed and implemented a fully automated solution to transform this process:

    • All customer requests were routed to a centralized email inbox and triaged into the internal task/requests system.

    • A custom-built Python automation tool performed the following:

      • Queried the requests database weekly for all pending Letters of Experience.

      • Joined each request to internal policy databases to retrieve validated policy details.

      • Automatically generated personalized, professional Letters of Experience in .docx format.

      • Automatically emailed the final letter directly back to the requesting customer.

    • Delivered $40,000 in annual savings by relieving manual FTE efforts.

    • Reduced SLAs from up to 100+ days to consistently under 3 business days.

    • Improved the former-customer experience, protecting future revenue opportunities and brand reputation.

    • Freed up onshore teams to focus on higher-value work.

    • Before Automation:

      SLA/Turnaround Time: 5-100+ days

      Manual FTE Cost: $40,000 annually, across 3 departments

      Customer Experience: Negative (barrier to return)

      After Automation:

      SLA/Turnaround Time: Under 3 business days

      Manual FTE Cost: Near-zero

      Customer Experience: Positive (enhanced trust)

  • Even "low priority" or Non-Value Added processes can quietly erode customer experience and drive hidden costs. Through targeted automation, organizations can drive both cost efficiency and customer loyalty.

Dry, grayish-white sage leaves on a white plate.
Outline of a brown, stylized cloud with a zigzag line underneath.
A coiled snake