Case Studies
Real outcomes from operator-led engagements — helping companies scale without breaking. AI-enabled operating models, execution transformation, post-acquisition integration, and founder scaling. Measured in weeks, not quarters.
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Scaling CEO
For Scaling CEOs & C-Suite
Your strategy is right. Your operating system is what's slowing you down. These four show the fixes.
4 cases · Decision, forecast & knowledge systems
Download packetPE Operator CEO
For PE Operator CEOs
Value creation plan on the line. Hold-period clock ticking. These are the engagements that moved the KPI.
3 cases · PE portfolio execution
Download packetPost-Merger CFO
For Post-Merger CFOs
Deal closed. Integration is stalling. Synergies still modeled, not captured. These are the plays that unstuck it.
3 cases · Integration & forecast discipline
Download packetFounder Operator
For Founder Operators
You built it. Now you need a system that runs without you in every room. These are the transitions.
4 cases · Founder scaling & handoff
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AI Delivery
Production AI — voice agents, virtual agents, knowledge assistants — placed where ROI is highest.
−62%
Resolution Time
AI Service Desk: From 12-Hour Waits to 6-Minute Resolutions
Managed services provider drowning in Tier-1 tickets. LiteLLM + MCP + AWS Lambda swarm triaged, routed, and auto-resolved. Resolution time -62%, escalations -45%, 78% auto-hydration.
−45%
Escalations
78%
Auto-Hydration
4.2x
ROI
100%
Call Coverage
AI Call Center QA: 100% Coverage at 3% of the Cost
Call center auditing 2% of calls manually. Dubber + OpenAI analyzed every call for quality, compliance, sentiment. QA scores 62 to 83, QA cost -97%, compliance violations caught in hours not months.
+21 pts
QA Score
−97%
QA Cost
5.1x
ROI
+18 pts
Close Rate
AI Sales Coach: Close Rates 24% to 42% in Six Months
OpenAI + ElevenLabs + Twilio voice agents let reps practice against real buyer personas 24/7. Close rate +18pts, ramp -35%, revenue per rep +38%. Structured practice replaced guesswork.
−35%
Ramp Time
+38%
Revenue/Rep
4.8x
ROI
<500ms
Voice Latency
Enterprise AI Sales Training with Sub-500ms Latency
Prior AI tool collected dust due to 2 to 3 second lag. Rebuilt with OpenAI Realtime + LiveKit + Broadworks. Latency <500ms, adoption 18% to 92%, close rate +18pts, ramp -40%.
92%
Rep Adoption
−40%
Ramp Time
4.6x
ROI
55%
Auto-Resolved
AI Virtual Agent: 3,000 Tickets, 55% Auto-Resolved
PE-backed MSP had every ticket queued for a human — even password resets. Evolve Contact Suite + sentiment-aware escalation. 91% CSAT on AI tickets, support costs -34%, agent satisfaction 3.1 to 4.4.
91%
CSAT (AI)
−34%
Support Cost
3.8x
ROI
−68%
Internal Tickets
AI Knowledge Assistant for 500+ Employees
500 employees Slacking colleagues for answers that already existed. Copilot Studio + AWS Lambda + Power BI. Internal tickets -68%, answer time <8 seconds, $420K headcount avoidance.
<8 sec
Answer Time
$420K
Cost Avoidance
4.4x
ROI
Execution & Transformation
Operating cadence, decision rights, and delivery discipline installed where heroes had been scaling the company alone.
2x
Win Rate
Transforming Professional Services Across Multiple Acquisitions
PE-backed national managed services ($85M). PS org broken across 5 acquisitions. Win Rate 2x, margins +12pts, NPS +21pts, eNPS +23pts. Unified process deployed week 8.
+12 pts
PS Margins
−40%
Time to Close
+21 pts
Client NPS
+27 pts
On-Time
Cybersecurity PMO Overhaul & Delivery Margin Recovery
PE-backed cybersecurity firm with 55% scope overruns, margins at 24%. VOOCS-based PMO with change-order discipline. On-time +27pts, margin +8pts, retention 91%, scope creep -45%.
+8 pts
Margin
91%
Retention
−45 pts
Scope Creep
5→1 mo
Decision Cycle
Execution Velocity & Operational Discipline
PE-backed managed IT services ($65M). 5-month decision paralysis, 83% pilot graveyard. All approved pilots now scale, $180K waste eliminated. First decision closed in 72 hours.
83%→0%
Pilot Failure
$180K
Waste Cut
90 days
Pilot to Prod
6 weeks
To Ship
Consensus to Closure Transformation
$40M vertical SaaS (supply chain). Flagship product 14 months behind. Authority grants + Weekly Close installed. Shipped in 6 weeks. First authority grants day 5.
3 updates
Shipped
↓ Churn
Customer Retention
Recovered
Sales
PE & Post-Acquisition
Value creation plans executed. Carve-outs stabilized. Synergies actually captured — not just modeled.
3.3x
Revenue Growth
PE Value Creation & Strategic Exit
Russ Reeder deployed as operator-CEO. PE-backed digital publishing platform ($30M revenue). Revenue 3.3x to $100M, 1→4+ platforms, team 5x. Delivery stabilized in 60 days.
1→4+
Platforms
50→250
Team Growth
Strategic
Exit
6→1
Silos Unified
Post-Acquisition Integration & Politics Elimination
PE-backed managed IT services and cybersecurity ($85M combined). Carve-out + 5 acquisitions. 6 silos unified, cross-sell +18% in Y1, next acquisition integrated 4x faster. Shadow channels exposed week 1.
+18%
Cross-sell
4x
M&A Velocity
Platform
Built to Acquire
+19 pts
Pipeline Accuracy
Post-Acquisition GTM Transformation & Forecast Discipline
$40M ARR PE-backed SaaS with three CRMs and chronic sandbagging. Unified platforms + pipeline governance. Pipeline accuracy +19pts, forecast variance -17pts, deal velocity -31%, win rate +10pts.
−17 pts
Forecast Variance
+28%
Sales Productivity
+10 pts
Win Rate
5→1
Companies Unified
Global Integration & Operating System Build
Global cloud infrastructure provider ($400M+), 1,400 employees, 3 continents. Pipeline re-qualified $180M→$112M with 2x close rates. Quarterly close accelerated 80%. Definition gaps surfaced day 1.
$112M
Qualified Pipeline
2x
Close Rates
80%
Faster Close
Founder & CEO Scaling
When the founder is the bottleneck — build the operating system that scales past them.
F500
Clients Closed
Founder Scaling & Operating System Build
Enterprise SaaS rights/royalty platform ($15M ARR). Founder-CEO was the bottleneck. Built repeatable sales engine, closed Fortune 500 clients (Universal, Sony, EMI), strategic exit. First sales play deployed week 3.
3x
Sales Velocity
Strategic
Exit Achieved
−40%
Decision Time
Founder Transition & Execution Scale
High-growth events marketplace ($50M+, 300+ employees), 40% YoY growth. Founders in every decision. Decisions 40% faster, escalations down 55%, +8% conversion, 2 VPs developed. First autonomous decision week 4.
−55%
Escalations
+8%
Conversion Rate
2 VPs
Leaders Developed
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