Client Engagements & Results
A selection of digital transformation outcomes we’ve delivered for Dallas-area businesses.
180+
Engagements Delivered
40%
Avg. Efficiency Gain
6 wks
Avg. Time to First Results
4.9/5
Client Satisfaction
Professional Services · Process Automation
Dallas CPA Firm — Client Onboarding Automation
A 12-partner CPA firm with a manual, 3-week client onboarding process that was creating bottlenecks during tax season.
Onboarding time reduced from 3 weeks to 3 days. Staff hours spent on onboarding dropped 70%. Client satisfaction scores increased from 7.2 to 9.1.
3 days
New Onboarding Time
-70%
Staff Hours
9.1/10
Satisfaction
Healthcare · Data & Analytics
Regional Healthcare Group — Operations Dashboard Build
A multi-location healthcare operator with no visibility into facility-level performance metrics — all reporting done manually in spreadsheets.
Real-time BI dashboard built across 7 locations. Monthly reporting time eliminated entirely. CFO identified $380K in unnecessary operational spend in the first 60 days.
7
Locations
$380K
Cost Savings Found
0
Manual Reports
Logistics · Systems Integration
DFW Logistics Company — ERP + CRM Integration
A freight broker using 4 disconnected systems with no data sync — sales reps manually updating 3 platforms per deal.
Full ERP-CRM-TMS integration completed in 8 weeks. Sales team reclaimed 6+ hours per rep per week. Pipeline visibility improved by 100% for the first time.
8 wks
Delivery Time
6 hrs/wk
Saved Per Rep
4→1
Systems Consolidated
Financial Services · AI Automation
Wealth Management Firm — Client Reporting Automation
A $600M AUM RIA firm spending 40 hours per quarter manually compiling client performance reports.
Fully automated quarterly report generation. 40 hours of manual work reduced to 20 minutes. Compliance review team repurposed to higher-value client service activities.
20 min
Vs 40 Hours
100%
Automation Rate
Q1 ROI
Positive
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