Case Studies.

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Featured Examples

01. M&A INTEGRATION

Merging Six Agencies Without Breaking Anything

Bringing acquired systems under one roof without any interruption to clients, or teams.

02. AI WORKFLOWS

AI Knowledge Base & Ticket Automations

Building a bot that lives in Slack, and saves hundreds of admin hours a week.

03. AUTOMATING SURVEYS

Moving client surveys in house

Saving money and automating everything; delivery, reporting and follow up actions.

Illustrated figure fallen in a cracked desert landscape beneath a crescent moon
// Details Client Type: Global Media Agency Scale: 6 Acquisitions Timeline: Multi-year Focus: M&A Integration Tools: HubSpot CRM, Salesforce + Others Workfront Many Time-Tracking Systems Financial + HR Platforms Contract Tooling Custom Reporting

Merging Six Agencies Without Breaking Anything

Systems Integration · M&A · Multi-entity

Over many years a fast growing media company acquired six specialist agencies, each with their own ways of working and tech stack.

Our job was to bring everyone into centralised systems without disrupting client delivery or the supporting teams.

The Challenge

Some teams were operating out of spreadsheets and shared inboxes. Others had invested in tools that didn't talk to ours. All of them had client relationships that couldn't afford interruption, broken financials, or lost data.

The goal: get them onto our systems as quickly as possible, without anyone having their day to day work effected.

How We Did It

Each integration starts the same way, put in the time and energy needed to understand how the teams actually work. Not just how tools are configured, but what "BAU" looks like for everyone day to day. You have to learn the business, the people, and what everyone needs to deliver.

From there we build plans for every team within the org. A simple, top level plan that acts as a storyboard, with detailed plans available those who need it.

Map the systems; how do they connect? How don't they connect? What are the pain points, what are the risks? Make these maps easy for everyone to view and understand.

Specify timelines and what success looks like, then specify how we can improve things for the team by migrating them. What can be automated, how can processes be improved? By making their life at work genuinely easier, the change management piece becomes simple.

With proper planning, clear comms, simple checklists and milestones, change can be made incrementally and seamlessly.

The Result

Six agencies, all operational on a shared global system. Finance could consolidate revenue and cost reporting across the group. Leadership had a single view of resourcing, pipeline, and delivery. Client teams benefited from better processes.

The order of operations and intelligent planning made the difference. There's always pressure to move fast after an acquisition, by moving deliberately nothing breaks.

// Details Scale: Global Focus: AI Automations Core Tools: Claude Notion Halo ITSM LLM API Integrations

Smart Support: AI Knowledge & Ticket Automations

AI Workflows · Custom Knowledge Base · Task Automations

The Challenge

As companies scale, internal support teams maintain more and more systems and processes, then start to receive repeated requests, "How do guests connect to the Wi-Fi?", "what is our expense policy?", "I can't log in.."

These answers usually exist inside some kind of knowledge base, but employees default to dropping messages in Slack or Teams because it's a more natural way of working. There needs to be a way for people to find self-serve solutions, get essential information easily, or triage the request to the right person if needed.

How We Did It

We deployed an AI-powered knowledge bot integrated directly into the company's Slack channels. The setup itself is simple, and designed in a way that's easy to maintain after we handed it over.

Instead of feeding the AI generic data from the internet, we hooked it directly into the company's internal knowledge base. When someone posts a question in a support channel, the bot instantly analyzes the query, searches the internal documentation, and surfaces a precise answer in a threaded reply.

Crucially, we built automations so that if the AI's answer doesn't fully solve the issue, or if the requestor explicitly asks for help, the bot triages the request. The AI creates a ticket in the relevant support platform, populated with the context of the conversation, and routes it to the correct team member.

The Result

By mapping the bot's logic to existing workflows, we ensured that the implementation required zero behavior change from team mates asking for help.

The impact was immediate and measurable across the organisation. By shifting to an AI-assisted triage model, the company unlocked massive efficiencies:

Reduced Ticket Volume: More than 50% of queries are answered instantly by the bot, removing them from the support queue entirely.

Saved Time and Energy: Support teams are freed from sharing repetitive copy-paste answers, allowing them to focus on solving more interesting problems.

Improved Knowledge Base: Because the wiki and process docs are now actually referenced, teams can spot gaps and update them quickly.

The same template was rolled out across all internal departments, including HR, IT, and Legal + Commercial.

// Details Savings: $100k+ Annually Focus: In-Housing Core Tools: CRM Mailing Tools Custom Built Reporting Dashboards Internal Data Management

In-Housing Client Surveys

Cost Optimisation · Data Ownership · Comms Automation

Understanding client sentiment is obviously important, but relying on external agencies to manage it comes at a cost. This growing organisation was spending upwards of $100,000 a year just to have an external agency route surveys to clients and display results back to them.

The Challenge

Their setup was expensive, off-brand, and restrictive. The company had no direct control over anything, and the external agency's generic dashboards meant they couldn't easily view the metrics that mattered to them.

Customers were receiving emails from a person they didn't know, with a message they didn't trust. If we could bring the entire process in-house, we could control the whole experience, while saving the team time and over $100k a year.

How We Did It

Instead of buying yet another tool, we built a new solution on top of existing infrastructure. We leveraged their existing CRM + mailing tools, and built a few custom scripts to handle tedious, repetitive tasks.

We started from the very beginning of the process and asked, "what do we actually want from a client survey?" and, "how could we simplify every step?". We improved how they update client emails, generate regionalised copy, and served branded survey forms on their own website.

After surveys were submitted, we put the results directly into custom-built reporting dashboards. We designed it specifically to scale into the future, allowing the business to easily track historic trends as more surveys are conducted without our support.

The Result

The transition to having surveys fully in-house was seamless, and required no extra work from anyone. By taking full ownership of their data, the business unlocked several key advantages:

Immediate Savings: Cut $100k+ in annual agency fees by using existing software.

Total Autonomy: The team now owns every decision regarding how the surveys are conducted.

Customised Inputs and Outputs: The business can now track the precise metrics that matter most to them.

What used to require frustrating external management with rigid systems, is now a clean, repeatable internal loop. The workflow has been heavily simplified, saving countless hours of coordination, and creating a highly scalable asset for the long term.