Case Studies
Ten builds drawn from two decades across financial services, asset management, and founder-led businesses. Each one is a specific mechanism with a measurable outcome: not a claim, a receipt.
The Bermuda Build
01Outcome
Launched 2023, profitable within two years.
The Problem
New business launches in financial services typically mean building a full operations function before serving a single client: expensive, slow, and headcount-heavy.
The Build
Designed the business to run AI and digital-first on a lean team from inception: not automation bolted onto an existing team, but the operating model itself.
The Six-Department AI Build
02Outcome
Six functional AI departments built and running across a single 12-week build cycle, connected through a unified cross-department Business Brain.
The Problem
Repeatable work in every department routed through the founder personally; no systematic method for sequencing AI into day-to-day operations.
The Build
Built all six core AI departments live in an operating business: Marketing, Sales, Operations, Client Success, Finance, and People & Performance, each with its own roster of AI employees built from documented SOPs, using a certified methodology rather than ad hoc tool experimentation.
The 3x Revenue Fractional CFO Build
03Outcome
Revenue 3x in the past year, on track for 5x this year.
The Problem
No internal control or forecasting capability; finance ran externally and reactively.
The Build
Transitioned the business from external bookkeeping to full internal control and forecasting, applying an AI-enabled build methodology.
The AI Employee Model
04Outcome
Business built to run without depending on the founder being in every decision.
The Problem
Founder-dependent operations across three countries: every repeatable task routed through the founder personally.
The Build
A growing roster of AI employees handling repeatable work, each built from a documented SOP, human-gated at the decisions that matter: not full automation; judgment stays human.
The Reporting Speed Fix
05Outcome
70% faster month-end close; 40% less manual reporting time; 3x faster forecasting and scenario planning; reliable numbers in days, not weeks.
The Problem
Manual data entry, slow month-end close, forecasting cycles measured in weeks.
The Build
Built automated management reporting and rolling forecasts: scripted data flows running on schedule, no manual entry.
The Cash-In-The-Door Fix
06Outcome
75% reduction in data reconciliation effort; 5x faster time to cash.
The Problem
Manual reconciliation and slow cash collection cycles were tying up working capital.
The Build
Built and launched a first-in-industry client portal for automated reconciliation and collections.
The CRM and Pipeline Fix
07Outcome
80% reduction in duplicate client records; 50% faster pipeline and performance insight generation; real-time sales reporting across all global teams.
The Problem
No single CRM instance; duplicated client records; no real-time pipeline visibility across teams.
The Build
Migrated 700+ users to a single global Salesforce instance with standardized processes.
The Single-Source-Of-Truth Build
08Outcome
100% of data consolidated online; 75% improvement in data accuracy; 60% reduction in oversight burden for finance and ops teams.
The Problem
No single source of truth; inconsistent data structure across teams and regions.
The Build
Implemented a data collection tool with a shared data dictionary, standardized structure, and automated drill-through dashboards refreshed daily.
The Approval Bottleneck Fix
09Outcome
Cut sign-off duplication by 50%.
The Problem
Duplicated sign-off steps, no real-time visibility into approval status, no audit trail.
The Build
Delivered a digital approval workflow with real-time visibility, full audit trail, and mobile access.
The Bank-Scale Discipline Build
10Outcome
Grew profitability from $280m to $1bn over six years, under sustained regulatory scrutiny throughout.
The Problem
Bank profitability at $280m, digitalization investment underweighted.
The Build
Owned the finance discipline on the executive team while tripling digitalization investment.
See which case study fits your situation.
Every build above was done for a real business. Yours is next.