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Case studies

Outcomes, with the numbers attached.

Client names are withheld under NDA; context, approach and measured results are not. Each engagement below was led end to end by a single consultant with partner specialists engaged for defined slices.

On this pageDigital onboardingOperating modelShorter engagements

Fintech · onboarding & KYC

Onboarding cycle cut from six weeks to ten days

case imagery — 16:10

Context

A mid-market lender's commercial onboarding ran across four systems and three teams, with manual document chase driving a six-week median. Two prior vendor attempts had stalled at requirements sign-off.

Approach

A two-week diagnostic reframed the problem as sequencing rather than tooling. Requirements and test cases were AI-drafted from the interview corpus and reviewed in working sessions, taking sign-off from months to nine days. An MVP covering the two highest-volume client types shipped in three weeks.

Outcome

10

day median onboarding, from 6 weeks

3

weeks to a working MVP in production

1

lead across strategy, build and adoption

Payments · operating model

Four departments, one operating process

case imagery — 16:10

Context

A payments operations group had grown into four departments running near-identical exception handling in four different ways, with reconciliation performed twice and no shared view of throughput.

Approach

Process mining across the four variants produced a single target flow, consolidated in weekly increments with the operations leads in the room. A data-engineering partner instrumented the new workflow so adoption and cycle time were visible from day one; enablement ran in parallel with the build.

Outcome

40%

fewer manual steps in the consolidated flow

4→1

departmental processes unified

60

days of tracked post-launch adoption

Shorter engagements

2-week diagnostic

Core platform replacement, re-scoped

A planned full replacement was reduced to two integration slices after the diagnostic showed 70% of the pain sat in handoffs, not the platform.

6-week MVP

Broker portal for a specialty lender

Submission and status tracking for 40 broker partners, live in six weeks with weekly demos to the broker advisory group.

4-month fractional lead

Transformation portfolio triage

Eleven in-flight initiatives reduced to five funded workstreams with named owners and measurable milestones.

Next step

Bring one problem. We'll scope it in two weeks.

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