Case Studies

Where the work landed.

Client names are anonymised. The workflows, decisions and outcomes are not.

Client operations automation

Streamlining the documentation process

Energy · Client Operations
Key result

8 days

Reduced draft-stage timelines by eight days and accelerated overall project delivery.

Challenge

Collecting comprehensive input from all key stakeholders during development of a new project's specification document.

What we did

A BA and PM ran stakeholder workshops with Copilot capturing input in real time, producing a draft specification document as the direct session output, reviewed and approved before handoff to the technical team.

Outcome

A clearly documented business requirements artefact that fed directly into more accurate, reliable functional specifications.

Read the full case study (PDF) →

Automating administrative tasks in a medical clinic

Healthcare · Client Operations
Key result

60%

Admin time reduced

22%

Bad debt reduction

And stronger patient engagement.

Challenge

Admin staff burdened by labour-intensive scheduling, manual patient documentation and physician referral correspondence - driving operational inefficiency and bad-debt risk.

What we did

Implemented a tailored practice management system with automated scheduling and an integrated pre-payment module, deployed AI-enabled clinical scribe technology for structured notes and referral letters, and introduced automated SMS reminders with autonomous follow-up booking.

Outcome

Streamlined administrative workflows that free up time for deeper doctor–patient engagement.

Read the full case study (PDF) →

Automating email responses for an energy sector client

Energy · Customer Service · Client Operations
Key result

40%

Faster email response time, plus measurable gains in consistency and customer satisfaction.

Challenge

Agents handling high volumes of customer emails faced slow response times, inconsistent tone and variable quality - impacting handle time and customer satisfaction.

What we did

Deployed an AI-driven email assistant built on Einstein Automation, tuned for tone, consistency and accuracy, and scaled to support around 12,000 emails a month inside the agent workflow.

Outcome

An AI-drafted reply embedded in the agent workflow, reviewed and sent by the human.

Read the full case study (PDF) →
Product & workflow transformation

A clean Jira operating model, from a messy start

Medtech · Process & Tooling
Key result

100+

Legacy tickets migrated into a coherent, documented operating model - designed in-house, in days, and ready for engineering to slot into.

Challenge

A sprawling, ad-hoc Jira - many views, no system, a legacy backlog - needed to become a deliberate model spanning intake, discovery and delivery.

What we did

Proposed a three-layer intake → discovery → delivery architecture, configured the JPD board end to end, defined routing for features, tasks, bugs and escalations, and built a triage-first migration plan for 100+ legacy tickets.

Outcome

A full JPD board spec, routing rules, migration plan and reusable ticket templates - ready for engineering to run with.

Read the full case study (PDF) →

Strategy - and the prioritisation engine that runs it

Medtech · North Star / Scoring
Key result

A strategy whose logic is explicit, and a prioritisation engine that holds up under scrutiny.

Challenge

Define the strategic spine - north star, metrics, vision - and turn it into a repeatable monthly mechanism that ranks initiatives against the goals.

What we did

Stress-tested the candidate north star and metrics, applied an input-vs-outcome framework to tidy the metric set, and built a weighted scoring sheet as a live Excel model - catching a mismatch between stated goals and actual weighting before the presentation.

Outcome

A validated north star, a reworked metrics layer, and a live prioritisation scoring sheet leadership uses monthly.

Read the full case study (PDF) →

Embedding 'Working Backwards' as a discipline

Medtech · PR-FAQ Discipline
Key result

A rough brief becomes a polished, on-method PR-FAQ - without scaling the effort.

Challenge

Adopt Amazon's PR-FAQ method as the standard way to frame every initiative, and make it low-friction enough to use consistently, at scale.

What we did

Drafted full press releases and FAQ sets from rough product briefs using the Working Backwards structure, and built a reusable one-page PR-FAQ slide template on the team's design system.

Outcome

Multiple PR-FAQs, FAQ question banks, and populated one-pagers - produced on a standard template every time.

Read the full case study (PDF) →

What made it work

Workflow-first, not tool-first

Every engagement changed how the work happened, not just which software sat on top of it.

Built with the team, not for them

Capability transferred in-house rather than remaining a vendor managed black box.

Judgement stayed with people

AI handled volume; people handled exceptions, escalations and final decisions.

Piloted, then decided

Every rollout followed a measurable pilot, so the investment decision came after evidence, not before it.

This is what's possible. Let's discuss what works for your portfolio.

Tell us a little about your business and what you're looking to solve. We'll get back to you within one business day.