Case Studies

Results, not decks.

Every engagement below represents a real challenge, a rigorous approach, and a measurable outcome. Names are withheld by default — confidentiality is part of how we work.

Executive team reviewing strategy in a modern boardroom
AI StrategyInvestment Banking

Mid-Market Investment Bank

AI Readiness Assessment

Challenge

A mid-market investment bank needed to understand where AI could create competitive advantage — without disrupting core deal flow or compliance obligations.

Approach

We conducted a 6-week AI readiness assessment spanning front-office workflows, data infrastructure, and regulatory constraints. We mapped 14 potential use cases and scored each on feasibility, impact, and risk.

Outcome

Identified a $4M+ annual opportunity across three prioritized use cases. The bank's leadership used the roadmap to secure board approval for a multi-year AI investment program.

$4M+
Opportunity Identified
14
Use Cases Mapped
6 wks
Engagement Length
Data MigrationFinancial Institutions

Regional Bank

Zero-Downtime Core Banking Migration

Challenge

A regional bank needed to migrate 2.3TB of core banking data to AWS without any downtime, data loss, or regulatory exposure during a live operating environment.

Approach

We designed a phased migration architecture with parallel-run validation, automated reconciliation checks at every stage, and a rollback protocol that was never needed.

Outcome

Completed the full migration with 100% data accuracy, zero downtime, and ahead of the regulatory deadline. The new architecture reduced infrastructure costs by 34%.

2.3TB
Data Migrated
100%
Accuracy Rate
0
Hours Downtime
AdvisoryHealthcare

Regional Healthcare Organization

Strategic Repositioning

Challenge

A regional healthcare organization was losing market share to larger systems and needed a clear strategy to differentiate, retain patients, and attract new service lines.

Approach

We conducted a full competitive landscape analysis, patient journey mapping, and service line profitability review. We developed a three-year repositioning strategy with specific investment priorities.

Outcome

The organization moved from fifth to third in regional market share within 18 months and launched two new high-margin service lines identified in our analysis.

Top 3
Regional Market Position
2
New Service Lines
18 mo
Time to Results
AI StrategyStartups

Series B Fintech

Series B GenAI Strategy

Challenge

A Series B fintech needed a credible GenAI strategy to differentiate in a crowded market, satisfy investor scrutiny, and build toward a Series C raise.

Approach

We embedded with the product and engineering teams to assess existing data assets, identify GenAI use cases with defensible moats, and build the narrative for both customers and investors.

Outcome

The company launched its first AI-native product feature within four months and closed a Series C round six months later, with the AI strategy cited as a key differentiator by lead investors.

4 mo
To First AI Feature
Series C
Round Closed
6 mo
Post-Engagement

Every engagement is different. The cases above represent a cross-section of our work — not a highlight reel. We take on hard problems, and we stay until they're solved. Client names are kept confidential by default.

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