Pharma · AI
Generative AI adoption in non-technical teams
Context: 60-person operations team, no prior AI exposure.
Result: +38% time freed, 92% adoption 3x/week after 8-week program.
Lesson: per-persona use cases beat broad training every time.
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Banking · PMO
Agile PMO design for innovation projects
Context: mid-size Spanish bank, innovation backlog of 14 projects, no governance.
Result: 3 projects delivered Q1, exec dashboard live week 4, NPS PMO +42.
Lesson: visibility before scoring; quick wins before sophistication.
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Mentoring
Mentoring through a Director of Operations transition
Context: senior leader stepping into Director of Operations role.
Result: 9/10 milestones on 90-day plan, 2 hard conversations resolved, 360 feedback at close.
Lesson: sustainable leadership transitions require both PM rigor and human depth.
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B2B Services · AI
AI agent for customer support: 62% of tier 0/1 closed without humans
Context: B2B services company with overloaded support team, 400-500 tickets/week, breached SLAs.
Result: 62% tickets auto-closed, avg response time 24h → 18min, CSAT held.
Lesson: knowledge base quality matters more than model choice.
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Tech · Automation
Jira ticket validator that killed the refinement bottleneck
Context: 4 squads, 40% of tickets reaching refinement incomplete.
Result: 70% less rework, refinement from 90 to 50 min, sprint planning with full backlog.
Lesson: latency between ticket creation and quality detection is the real bottleneck.
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Professional Services · Automation
Branded Office doc generator: 3 hours → 30 seconds per proposal
Context: mid-market consultancy, 30+ proposals/week, inconsistent branding.
Result: ~1 day/week freed per consultant, 100% branding consistency, onboarding 2 weeks → 3 days.
Lesson: the real value isn't speed, it's brand traceability.
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Lead Capture · AI
5 scattered forms → 1 dashboard with AI classification
Context: leads via web, landings, events, info@; 30% lost in manual handling.
Result: 100% leads centralized, hot lead response 4-5 days → <1h, close rate +40%.
Lesson: response latency and triage matter more than lead volume.
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Mid-market · AI
Copilot Studio audit: 4 critical vulnerabilities caught before production
Context: ~600-employee company, HR agent days from go-live, unanswered security questions.
Result: 4 critical vulnerabilities resolved in 2 weeks, go-live delayed 3 weeks not canceled, 0 incidents post-launch.
Lesson: LLM agents need adversarial review, not classic security review.
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Real Estate · Web
Real estate agency website with 24/7 capture, sub-second load
Context: mid-sized agency operating only on portals, paying commission per lead.
Result: 14 leads/month direct, 0.6s mobile load, top 3 local SEO at month 2.
Lesson: "I need WordPress for editorial autonomy" is a myth.
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Specialized Retail · Web
Bridal boutique website with integrated online booking
Context: boutique managing 100% of appointments by phone/WhatsApp, 60% of inquiries after-hours lost.
Result: ~20 appointments/month booked online, close rate +25%, phone-time -70%.
Lesson: in high-ticket retail, pre-qualification beats online selling.
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