Client Case Studies

A small business had a problem with their work order system that caused field agents to waste 1 hour a day building their schedule based on duplicate and erroneous data.  

With only 14 hours of work, the client was able to reduce that time to 15 minutes a day.  

$146,250 savings at a cost of $3,500.

A 5 room surgical center was struggling with numerous reschedules of operations  and increased costs due to lack of supplies and inventory control.  In 8 weeks total, 1 week assessment and 7 weeks implementation, the center realized expense savings and increased  productivity and customer service scores by implementing Kanban levels both visually and systemically and 5S processes for inventory management.  

$488,000 impact at a cost of $23,500.

 A non-bank lender wanted to build specific KPI dashboards and daily reporting for their sales and operations team, to better visually manage productivity and prioritize pipeline movement through the process. In 2 weeks, we produced excel templates for both groups. Those templates are credited for a 15% impact in sales productivity, and 20% funding increase with existing staff.  

$400,000 impact at a cost of $21,000.

 A back office operations company was working with their client to improve cycle time in processing paperwork in regional centers.

In 13 weeks, we helped their team convert to a decentralized processing model via centralized imaging system.  Reducing OT costs and increasing revenue by reducing turn-times.

$4.8M impact at a cost of $58,500

A discount retailer budgeted to spend $10M on a state of the art warehouse and inventory management system, due to lost sales and net revenue when advertised products were not available in stores.  In 2 weeks, with site visits to 4 regional warehouses and port operations, we identified a common sense solution that cost 5% of the previous solution.  

$6M revenue impact and $9.95M cost avoidance at a cost of $57,500.

A call center had implemented standard scripts and were managing strict adherence with management by call recordings.

In 8 weeks, we created a call listening calibration process that increased sales productivity by 25% and customer service scores by 10 points.  

$3M impact at a cost of $52,000.

A manufacturing company was looking for a way to streamline how much "Work-in-Process" invetory they held in stock for each of their 6 step process.  In 7 weeks, we did an end-to-end process and system review, made and implemented a recommendation, updated their system and trained employees.

$8M cost reduction at a cost of $79,000.

 A retail chain wanted to improve revenue per square foot of their store by evaluating lower vs higher performing stores.  In an 8 week project, with multi-state on-site evaluations, we were able to assist the client by identifying the best places to put sale and credit signage to increase total sales as well as credit sales.

The solution reduced signage expenses by $10M, as well as increasing revenue by $250M annually, at a cost of $96,000.

 A federally chartered bank wanted to bifurcate their process by creating a dedicated small business support channel.  In 13 weeks, we facilitated bank personnel and led a process analysis and improvement initiative to build out dedicated space and processes.  Leveraging reallocated resources and existing infrastructure, the client reduced expenses by $2.3M while increasing their revenue by $15M at a cost of $108,000.

A B2B manufacturing company had a client that saw a 20% decline of orders selected from pre-stocked inventory at their clients warehouse facility.  In a 2 week engagement, with an on-site visit with their client, we identified the root cause and developed a solution that not only increased the sales 40%, but also cut expenses at both our client and their client.

$322,000 impact at a cost of $22,500.

 A lender wanted to build specific automated borrower communication during their loan process based, outside their system, based on system data triggers. In an 8 week project that included testing and implementation of the solutions, client was able reduce turn-time by 15% while increasing customer satisfaction by 10 points. 

$3.5M impact at a cost of $67,250.

 A lender wanted to build specific automated underwriting conditions triggered by loan criteria to increase underwriting productivity.  In a short 2 week project, client was able to build automated triggers to eliminate manual review requirements for the top 20% of standard conditions, increasing underwriter productivity by 15%.  

$845,000 impact at a cost of $20,400.