Case Studies

Engineered to Perform. Proven to Deliver.

Administrator hours cut from 45 to 18 a week at an 18-location healthcare group. Churn risk surfaced weeks before renewal at a mid-market SaaS company. Identities stay private. Results come from the record.

B2B SaaS - Churn Radar

Churn, spotted weeks before it happens

A mid-market SaaS company had one customer, but three different versions of them - usage data, support tickets, and billing, each living in its own system with no way to see all three together. Now every account gets a single health score, and churn risk shows up weeks before a renewal call, not after a cancellation email.

Capabilities

Usage, support, and billing - one account record
Every account scored the same way, every time
Expansion signals reach sales, not just product
Renewal prep, ready before the call

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Insurance - Claims Triage

Simple claims stop waiting behind hard ones

Phone, email, and web claims each kept their own queue, so a straightforward claim with every document attached could sit behind a disputed total loss for no reason but order of arrival. Now every claim is pre-sorted by complexity, documentation is pulled automatically from what's already submitted, and fraud gets the same look regardless of which adjuster picks it up.

Capabilities

Phone, email, and web claims - one queue
Photos and reports read automatically, before review starts
Every claim fraud-screened, the same way
Simple claims close same-day, not in line

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Logistics - The Reconciliation Engine

Exceptions found before the customer calls

Inventory in the warehouse system and inventory in the real world told two different stories, so orders occasionally got promised against stock that didn't exist. Now inventory, orders, and shipments stay reconciled continuously, and delays or misroutes surface internally, days before a customer would ever notice.

Capabilities

Inventory, orders, and shipments - reconciled continuously
Delays and misroutes flagged before the customer calls
Every warehouse's exceptions, one view
Month-end reporting, done before month-end

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