Case Studies

Operational problems solved with technology, automation, and custom systems.

Each case study shows how we identified the business problem, designed the right system, built and deployed it, and measured the results.

Trading & Distribution

International Trading Company

Invoice Cycle Reduced from 3 Days to 45 Minutes

A trading company replaced manual Excel quotation workflows with a custom web platform — cutting invoice processing time from 3 days to 45 minutes and eliminating manual payment follow-up entirely.

Challenge

Quotations were built manually in Excel and emailed as attachments. The finance team spent hours every week chasing payment status by phone and email. There was no version control on quotes, no approval workflow, and no professional client experience. Invoice errors caused disputes and delayed payments.

Solution

We built a custom quotation and invoicing web platform with a structured workflow: sales creates quotes in the system, quotes pass through a configurable approval process, branded PDFs are auto-generated, and invoices are created on approval. An n8n automation layer handles all payment reminders at scheduled intervals — no manual chasing required.

Implementation

Designed the data model around the existing quotation-to-payment lifecycle. Built role-based access for sales, finance, and management. Integrated PDF generation with company branding. Connected n8n for payment reminder sequences. Deployed a client-facing portal for quote acceptance and invoice download. Ran a parallel operation period before full cutover.

Results

Invoice cycle time fell from 3 days to under 45 minutes. The finance team stopped all manual follow-up. Clients receive professionally branded documents and can download invoice history from a portal. Payment collection time improved by 40% in the first quarter.

Invoice processing: 3 days → 45 minutesManual follow-up: eliminatedPayment collection: +40% fasterClient portal: zero email attachments

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E-commerce

B2B E-commerce Distributor

Support Response Time: 4 Hours to Under 5 Minutes

An e-commerce company reduced customer support response time from 4 hours to under 5 minutes by deploying an AI customer service layer that handles 73% of enquiries automatically.

Challenge

The 3-person support team was handling 200+ daily enquiries, mostly repetitive questions about order status, delivery timelines, and return policies. Response times averaged 4 hours during peak periods. Customer satisfaction scores were declining, and the team was stretched with zero capacity for complex cases.

Solution

We deployed an AI-powered first-response system that intercepts all incoming customer messages, classifies intent, retrieves order context from the database, and drafts personalised replies. Simple queries — order status, delivery info, standard policy questions — are resolved and sent automatically. Complex cases are escalated to the human team with full context and a recommended action.

Implementation

Integrated the AI layer with the client's existing email and WhatsApp inbox via API. Connected to the order management system for real-time context retrieval. Built an intent classifier trained on 6 months of historical enquiries. Created a human review queue for edge cases. Set up a CRM logging flow so every interaction is recorded. Delivered a performance dashboard showing AI handling rate, response time, and escalation patterns.

Results

Response time dropped from 4 hours to under 5 minutes. AI now auto-handles 73% of all incoming messages. The team handles 3× the enquiry volume with the same headcount. Zero messages go unanswered — every enquiry gets an immediate acknowledgement.

Response time: 4 hours → under 5 minutesAI auto-handles 73% of enquiries3× volume with same team sizeZero missed messages

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Professional Services

B2B Services Firm

Sales Pipeline: Spreadsheets Replaced, +22% Deals Closed

A B2B services company replaced 4 disconnected sales spreadsheets with a custom CRM platform — achieving full pipeline visibility and closing 22% more deals in the following quarter.

Challenge

The sales team managed leads across 4 spreadsheets with no shared visibility. Deal stages were tracked informally, follow-up dates were recorded on personal calendars, and pipeline reviews happened once a week during a 2-hour team meeting. Leads regularly fell through the cracks. Management had no real-time view of pipeline health or individual rep performance.

Solution

We built a custom CRM web platform designed around the team's actual workflow — not a generic SaaS product template. The platform includes a Kanban-style pipeline with configurable deal stages, full contact and company records with interaction history, automated follow-up reminders via n8n, AI-drafted first-contact emails, team assignment and ownership tracking, and a management dashboard with live KPIs.

Implementation

Started with a workflow mapping session to document how the team actually moved deals through their process. Designed the CRM schema around those stages. Built the platform with a clean UI the team could adopt without training. Connected n8n automations for follow-up email sequences and WhatsApp rep alerts. Migrated existing leads from spreadsheets in one weekend. Delivered team onboarding with a 30-minute walkthrough.

Results

All 4 spreadsheets replaced by a single connected system within 2 weeks of deployment. Pipeline became visible in real time instead of weekly reviews. The team closed 22% more deals in the quarter following launch. No leads fell through after implementation.

+22% deals closed in the following quarter4 spreadsheets → 1 connected systemPipeline visibility: weekly reviews → real-timeZero dropped leads after go-live

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Our Core Capabilities

IT Services

Enterprise Solutions

AI Automation

Cloud Solutions

Digital Platforms

Business Automation