Case Studies
Illustrative automation outcomes and ROI for SMBs.
Regional Construction Contractor
120 employees • $35M annual revenue
Challenge
Contractors battle manual takeoffs and estimating, schedule slippage from late dependencies, document chaos (RFIs, submittals, change orders), reactive safety/compliance reporting, and costly equipment downtime across jobsites.
Solution
- AI-assisted quantity takeoff and estimate review
- Schedule risk prediction with automated 3–6 week lookahead planning
- Vision-based progress tracking and safety monitoring from site photos/videos
- RFI/submittal triage with auto-routing, due-date nudges, and summarization
- Change-order detection from plan/spec revisions with impact summaries
- Telematics + predictive maintenance for equipment fleet utilization
Outcomes
ROI Snapshot
- Assumes 5–12 active projects; mid‑size fleet utilization gains
- Savings from fewer delays, less rework, faster approvals
Illustrative example; not an actual client.
Local Service Business
8 employees • $800K annual revenue
Challenge
Many small service business owners find themselves spending 20+ hours weekly on scheduling, invoicing, and follow-ups, with no systematic lead nurturing and entirely manual, reactive customer service.
Solution
- Automated scheduling and calendar management
- Smart invoice generation and payment reminders
- Lead scoring and nurturing automation
- Customer communication workflows
Outcomes
ROI Snapshot
- Assumes 10–25 admin hours/week saved across the team
- Loaded labor rate: $30–$55/hr; fewer missed follow‑ups
Illustrative example; not an actual client.
Mid-Size Accounting Firm
85 employees • $12M annual revenue
Challenge
Many accounting firms struggle with manual invoice processing, data entry, and client onboarding that can consume 40+ hours per week of senior staff time. A growing client base often becomes unmanageable with traditional processes.
Solution
- Automated invoice processing with OCR and AI data extraction
- Client onboarding workflow automation
- Intelligent document classification and routing
- Automated report generation and client communications
Outcomes
ROI Snapshot
- Assumes 300–600 invoices/month; 60–80% automation coverage
- Loaded labor rate: $50–$85/hr; reduced rework and cycle time
Illustrative example; not an actual client.
E-commerce Startup
15 employees • $3M annual revenue
Challenge
E-commerce startups often face customer service teams overwhelmed with repetitive inquiries, manual and error-prone inventory management, and marketing campaigns that require constant manual optimization.
Solution
- AI chatbot capable of handling 80% of customer inquiries
- Automated inventory reordering system
- Dynamic pricing optimization
- Personalized email marketing automation
Outcomes
ROI Snapshot
- Assumes order/support volume growth and 50–70% automation
- Benefit includes labor savings and modest conversion uplift
Illustrative example; not an actual client.
Boutique Hotel Chain
3 properties • 45 employees • $8M annual revenue
Challenge
Boutique hotels often struggle with manual guest communications, inefficient housekeeping coordination, reactive maintenance issues, and missed revenue optimization opportunities due to static pricing strategies.
Solution
- AI-powered guest experience automation and personalized communications
- Dynamic pricing optimization based on demand patterns
- Intelligent housekeeping and maintenance scheduling
- Automated guest feedback collection and response system
Outcomes
ROI Snapshot
- Assumes occupancy gains and labor efficiency in housekeeping/FOH
- Benefit includes revenue uplift and labor savings
Illustrative example; not an actual client.
Real Estate Brokerage
25 agents • $15M annual transactions
Challenge
Real estate agencies typically face inefficient lead management, time-consuming property matching processes, manual contract preparation, and inconsistent client follow-up that leads to missed opportunities.
Solution
- Intelligent lead scoring and automated nurturing campaigns
- AI-powered property matching and recommendation system
- Automated contract generation and document management
- Client communication workflows and transaction tracking
Performance Potential
ROI Snapshot
- Assumes lead volume and agent adoption; improved cycle times
- Benefit includes labor savings and higher close rates
Illustrative example; not an actual client.
Manufacturing Company
200 employees • $25M annual revenue
Challenge
Manufacturing companies typically face time-consuming and inconsistent quality control inspections, reactive maintenance leading to expensive downtime, and manual supply chain optimization processes.
Solution
- Computer vision for automated quality inspection
- IoT sensors with AI-powered predictive maintenance
- Supply chain optimization algorithms
- Real-time production monitoring dashboard
Outcomes
ROI Snapshot
- Assumes defect reduction and downtime cuts across 1–3 lines
- Savings from scrap, rework, and maintenance efficiency
Illustrative example; not an actual client.
Important Disclosure
These are illustrative examples for demonstration purposes only. The scenarios, companies, and outcomes presented above are hypothetical dramatizations created to demonstrate potential applications of AI and automation technologies. They do not represent actual client engagements, real companies, or guaranteed results.
Calculate Your Potential Savings
Based on our case studies, businesses typically save 10-50x their automation investment within the first year.