Case Studies

Real Impact, Beyond the Hype

These are real results from real companies. Names changed for confidentiality, but the numbers speak for themselves.

20+

Hours / Week

Recovered per director for strategic focus

35%

CX Capacity

Increase without new hires

Layoffs

100% talent reassigned to high-value tasks

Accounting Firm Mexico 50+ employees

From Drowning in Tax Season to Strategic Advisory

Challenge

Partners spent 60% of their time on document chasing and data entry during tax season, leaving no time for advisory services.

Solution

Automated document collection via WhatsApp, AI-powered data extraction, and intelligent routing to the right team member.

Result

Partners recovered 25 hours/week. Firm launched new advisory services, increasing revenue per client by 40%.

"We went from surviving tax season to actually enjoying it. Now we have time to advise, not just process."

Distribution Mexico 150+ employees

Challenge

Customer service team juggled 5 different spreadsheets to process a single order. Errors were common, customers frustrated.

Solution

Unified order processing system with AI validation, automated inventory checks, and instant customer notifications via WhatsApp.

Result

Order processing time reduced by 70%. Customer complaints down 85%. Same team now handles 35% more volume.

"Our team used to dread Mondays. Now they actually have time to solve real problems for customers."

Professional Services Canada 20+ employees

Challenge

Consultants spent hours preparing for client meetings, manually gathering data from multiple systems. Opportunities were being missed.

Solution

AI-powered client briefing system that automatically compiles relevant data, recent interactions, and suggested talking points before each meeting.

Result

Meeting prep time reduced from 45 minutes to 5 minutes. Client retention improved 25%. Upsell identification increased 60%.

"Now I walk into every meeting knowing exactly what the client needs. That's the difference between good and great service."

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