Results

Case Studies

Real engagements. Specific numbers. We document what we go in to solve, what we actually do, and what moves as a result.

HVAC Services

22 employees · $3.2M revenue

90 days

The Situation

Margins compressing despite growing revenue. No visibility into technician productivity. Owner working 70-hour weeks.

What We Did

Rebuilt flat-rate pricing model

Implemented technician time tracking

Created daily dispatch board

Built gross margin by job type report

Results

+34% gross marginOwner hours reduced from 70 to 45/weekUnbillable time cut 40%

Specialty Retail (2 locations)

14 employees · $1.8M revenue

6 months

The Situation

Revenue stagnant for 2 years. No understanding of which SKUs drove profit vs. just volume. Promotions running on gut feel.

What We Did

SKU-level profitability analysis

Discontinued bottom 20% of catalog

Restructured seasonal promotions

Built replenishment model

Results

+$420K revenue in 6 months+11 pts gross marginInventory carrying cost down 18%

Regional Logistics

38 employees · $5.1M revenue

4 months

The Situation

Rising fuel and labor costs eating margins. No driver performance data. Dispatch process entirely manual.

What We Did

Route efficiency audit

Rebuilt dispatch process + software

Driver performance scorecard

Weekly ops review cadence

Results

-22% operating costOn-time delivery +14 ptsMargin recovered to target within 4 months

Healthcare Practice (Group)

9 providers · $2.4M revenue

5 months

The Situation

Billing backlog growing. Collections rate below industry average. No capacity model — providers booked inconsistently.

What We Did

Billing workflow redesign

Denial management SOP

Provider scheduling model

Front desk accountability scorecard

Results

Collections rate up 19 ptsBilling backlog cleared in 8 weeksProvider utilization +23%

Commercial Cleaning Services

31 employees · $1.1M revenue

9 months

The Situation

High turnover. Inconsistent service quality. No formal onboarding or quality check process. Recurring contract losses.

What We Did

Onboarding program built from scratch

Field quality inspection system

Retention-linked compensation structure

Monthly client health check process

Results

Turnover reduced 44%Contract renewal rate up from 61% to 84%Revenue grew 28% in 9 months

Light Manufacturing

45 employees · $6.8M revenue

6 months

The Situation

Production bottleneck limiting capacity. No production scheduling system. Customer lead times slipping.

What We Did

Value stream mapping

Production scheduling system

Inventory buffer model

Customer lead time SLA

Results

+31% throughput on key product lineLead times cut from 18 to 9 daysOn-time delivery rate: 91% (was 64%)

Want results like these?

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