Case Studies
Real results from owner-led businesses that invested in AI strategy and execution. Names changed to protect client confidentiality.
Precision Mfg Co. Cut Inventory Costs 28% with AI Demand Forecasting
Challenge
Precision Manufacturing carried $3.2M in excess inventory because demand forecasting relied on spreadsheet-based guesswork. Stockouts cost them 2-3 large orders per quarter, while overstock tied up working capital.
Our Approach
- 1.Deployed AI demand forecasting using 3 years of historical sales and seasonality data
- 2.Integrated with existing ERP to automate purchase order recommendations
- 3.Built a CEO dashboard showing real-time inventory turns, carrying costs, and forecast accuracy
28%
reduction in carrying costs
6.2→8.1x
inventory turn improvement
90 days
from audit to live system
"I finally know what's sitting in my warehouse and why. The dashboard alone was worth the investment, I check it every morning."
Owner & CEO, Precision Mfg Co.
NorthWest Distribution Reduced Customer Response Time by 65%
Challenge
NorthWest Distribution's customer service team was drowning in emails and phone calls. Average response time was 14 hours, and the owner had no visibility into customer satisfaction until quarterly surveys.
Our Approach
- 1.Implemented AI-powered email triage that categorizes, prioritizes, and drafts responses
- 2.Built real-time NPS tracking with automated post-interaction surveys
- 3.Created a leadership dashboard with customer satisfaction trends and team performance metrics
65%
faster response time
+18 pts
NPS improvement in 6 months
$140K
annual labor savings
"Our customers noticed the difference before we even told them what we changed. That's when I knew AI wasn't just hype for our business."
Owner, NorthWest Distribution
Harbor Industrial Group Gained Executive Visibility Across 3 Business Units
Challenge
Harbor Industrial Group operated three business units with separate systems. The CEO spent 2+ days per month assembling reports to understand overall performance. The answer to "how is the business doing?" took 48 hours.
Our Approach
- 1.Conducted an AI Readiness Audit across all three business units
- 2.Built a unified CEO dashboard pulling real-time data from each unit's ERP and CRM
- 3.Deployed AI-generated weekly executive briefings with anomaly detection and recommendations
48hrs→5min
time to answer 'how are we doing?'
3 units
unified into one dashboard
15%
margin improvement from data-driven decisions
"For the first time in 20 years of running this business, I can see everything in one place. I found a margin leak in unit 2 that had been there for three years."
CEO, Harbor Industrial Group
Ready to write your own case study?
Every engagement starts with understanding your business. Let's find out where AI fits.