Case Studies · Validated Use Cases

AI-powered operations
for growing organisations.

Six validated use cases from a mid-size professional services firm (50–200 people). Each one started as a real bottleneck — scattered SaaS spend, manual reporting, fragmented AI tooling — and ended as a system that runs without constant attention. Real architecture, real stacks, real outcomes.

Annual SaaS Savings $40–60^K

Tools Reviewed 40–60

Hours Saved / Week 3–5⁺

Systems Transformed 5 + 1^*

Context Mid-size professional services firm · 50–200 people · Scaling from founder-led ops to structured infrastructure · All outcomes independently verifiable on request

AI Infrastructure Flagship

Flagship Engagement

2025–26 Professional Services · Org-wide

Organisation-Wide AI Toolchain Rollout

Fragmented individual AI subscriptions became a governed, integrated operating model — knowledge base connected to Slack, Drive, and Calendar; four MCP connectors to core business tools; a reusable skill library that compounds at zero marginal cost.

MCP Connectors Governed AI Skills Library

Org AI Plan MCP Slack · Drive · Calendar Desktop Agent

2025 Ops · Finance

SaaS Cost Audit & Vendor Consolidation

Scattered tool spend across 40–60 subscriptions became a governed registry — with $40–60K+ in identified annual savings and 10–20% budget headroom reclaimed.

$40–60K saved Renewal leverage

Tool Registry Renewal Calendar Governance

2025 Leadership Reporting

Executive Reporting Automation

A weekly 60–90 minute manual status writeup became an AI-drafted, leadership-calibrated report with human-in-loop approval — ~80 minutes saved per cycle, feedback compounds each week.

~80 min saved/cycle HITL approval

AI Skill Slack Ingest Feedback Log

2025 Ops Architecture

Project Management Tool Restructure

A cluttered project and budget tool got a clean schema, new tracking fields, ownership model, and a governance protocol — plus the first org-wide resourcing survey to surface resilience risks.

Schema cleanup Governance

Schema Design Ownership Model Resourcing Survey

2025 Automation Platform

Automation Stack Consolidation

Two overlapping automation platforms (Zapier + Make) migrated to a single self-hosted n8n deployment — 75–80% cost reduction, zero vendor lock-in, full flow documentation for the first time.

75–80% cost cut Self-hosted

n8n CRM Integration Slack · Notion

Business Dev AI In Progress

2026 · Concept Multi-Agent System

Proposal & RFP Intelligence Agent

A concept-stage multi-agent system: five specialised AI agents with mandatory human-in-loop checkpoints that research, draft, fact-check, and learn from every win and loss. Targets the 8–20 hours consumed per proposal.

5 agents HITL checkpoints Win/loss learning

Multi-Agent Proposal Archive Fact-Check Loop

Earlier Engagements

Dec 2025 Government / Public Sector

Government-Scale Performance Intelligence Engine

A zero-touch data pipeline that ingests, processes, and surfaces performance metrics across a distributed government organisation — eliminating manual reporting cycles and giving leadership real-time visibility at scale.

Automated reporting Zero manual entry

JavaScript (GAS) API Integration OAuth2

AI & Automation

Apr 2025 Internal Operations / IT

An AI-native internal operations agent — combining a structured knowledge base, autonomous task routing, and workflow automation to handle IT support and ops queries without human triage.

Autonomous triage Knowledge base

OpenAI GPT-4 Slack API Notion

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