Case studies

Real cases, anonymized data, applicable lessons.

Real case studies across custom AI agents, automation, web design and consulting. Anonymized data, real numbers, applicable lessons.

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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