Case Studies
The engine, applied
As a young firm, we're building our named client roster. The scenarios below are illustrative engagements based on the growth patterns we work on most — anonymized to protect client detail, grounded in the same methodology we use with every engagement.
Scaling operations without scaling headcount
Established SaaS company
Challenge
As the company grew, so did the amount of work required to keep the business running. Teams were spending hours every week on repetitive tasks — updating information, moving data between tools, preparing reports, following up on internal requests, and keeping processes on track. The problem wasn’t that any one task was particularly difficult. It was that hundreds of small tasks were adding up to a significant amount of wasted time.
- Teams spending too much time on administration
- Processes that relied on people remembering to take action
- Information becoming outdated or duplicated
- Delays in reporting and decision-making
- More opportunities for mistakes as the company scaled
- Increasing operational workload without a corresponding increase in headcount
Approach
- Identified the repetitive work happening across the business and redesigned the processes so routine tasks could happen automatically
- Removed the need for employees to constantly move information, check processes, create updates, and prepare reports by hand
- Reduced manual data entry and repetitive tasks for employees
- Automated routine reporting so it happened on its own
- Kept important information up to date without manual intervention
- Set up automatic notifications so teams were alerted when action was needed
- Automated repetitive information processing
- Created greater visibility over what was happening across the business
- The objective was simple: remove the work that didn’t need a person, so the team could focus on work that did
Outcome
The company eliminated 40+ hours of manual work every week without adding additional headcount. Teams were able to spend more time on customers, revenue-generating activities, and higher-value work rather than maintaining spreadsheets and completing repetitive administration. The result was a business that could do more without simply hiring more people to keep up.
- 40+ hours of capacity returned every week
- Fewer manual errors
- Faster access to information
- Less administrative overhead
- More consistent processes
- Greater capacity without increasing headcount
- Operations that could keep up with continued growth
2,000+ hrs
Capacity returned every year
Scaling operations without adding headcount
Global financial firm
Challenge
As the business grew, the volume of activity its team needed to monitor increased significantly. The existing process relied heavily on people manually reviewing large amounts of information and identifying anything that needed attention. As activity increased, this became increasingly difficult to manage. The team was spending more time keeping up with the growing workload, while important issues could take too long to surface. The business needed to increase its capacity without simply adding more people to handle the additional workload.
- Growing volumes of activity to monitor
- Increasing pressure on the team
- Delays in identifying important issues
- More manual oversight as the business grew
- A process that was becoming a bottleneck to further growth
Approach
- Redesigned the process so routine monitoring could happen automatically, allowing the team to focus on the areas that actually required their attention
- Replaced continuous manual review with a process that could monitor activity in the background and highlight anything that needed to be investigated
- Enabled more activity to be handled automatically
- Identified important issues much faster
- Reduced the time the team spent on routine monitoring
- Freed employees to focus on higher-value work
- Built a process that could handle increased volumes without a proportional increase in headcount
- The objective was simple: increase the company’s capacity without increasing the workload on its team
Outcome
The new approach reduced monitoring delays by 80%, while significantly reducing the amount of manual oversight required. The business could handle growing volumes of activity without needing to continually increase the size of the team responsible for monitoring it.
- 80% faster monitoring
- Greater operational capacity
- Less manual oversight
- Faster identification of important issues
- More time for employees to focus on higher-value work
- A process that could scale alongside the business
80%
Reduction in monitoring delays
Modernizing legacy risk management systems for a global asset manager
Global Asset Manager · Risk Management
Challenge
A major asset manager was using outdated software systems built on legacy .NET Framework technology. These systems were slow and difficult to maintain, and hindered the team’s ability to respond quickly to market changes or regulatory updates. They were also unable to integrate with newer tools and technologies essential for staying competitive.
- Legacy .NET Framework systems were slow and difficult to maintain
- Slower response to market changes and regulatory updates
- Limited ability to integrate with modern tools and technologies
- Falling behind more technically competitive peers
Approach
- Led a modernization initiative that upgraded legacy systems to .NET 6
- Replaced outdated frameworks with modern, scalable technologies including ASP.NET gRPC and ASP.NET Core SignalR
- Integrated new features such as collateral and financing reporting to streamline risk reporting
- Enabled real-time data access and more accurate calculations without compromising system stability
Outcome
The modernized system made it easier for the risk team to respond to market dynamics and regulatory requirements, while the improved scalability and performance let the firm ship new features faster than competitors.
- Improved efficiency by 60%
- Reduced manual effort in reporting by 50%
- Faster response to market dynamics and regulatory requirements
- Faster feature delivery, creating a clear competitive edge
60%
Efficiency improvement
Scaling a middleware platform for real-time trade services
SaaS Company · Trade Services Middleware
Challenge
A SaaS company that provides middleware for trade services was facing increasing demand but lacked the infrastructure to support high-speed, reliable data delivery. Their system was struggling to meet strict performance requirements, such as serving 20 requests per second with a 4-second response time. As a result, client satisfaction was declining, and the system was not ready for further growth.
- Infrastructure could not support high-speed, reliable data delivery
- Struggled to meet strict performance benchmarks under load
- Declining client satisfaction as demand grew
- System was not ready to support further growth
Approach
- Re-engineered the middleware platform with a focus on performance and scalability
- Integrated advanced metrics and tracing tools for real-time system monitoring
- Optimized the architecture to handle high loads while allowing tracing to be toggled on or off as needed
- Improved code quality through extensive code reviews and performance tuning
Outcome
The upgraded platform now consistently meets performance benchmarks and supports significantly more traffic without degradation, positioning the company for rapid expansion into new markets and client segments.
- Supports over 30% more traffic without degradation
- 40% improvement in system reliability and response times
- Higher customer retention and positive client feedback
- Positioned the company for expansion into new markets and client segments
30%+
Additional traffic supported
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