Supported by

5 Companies. 500K+ Documents.
0% Churn. Real Results.

These aren't pilot projects. These are production deployments with measured ROI.

💼 SAAS PROVIDER - AI Feature Implementation

20% New Revenue Through AI Features

Premium AI monetization | Increased engagement & retention

Customer Profile

  • SAAS business growth platform
  • Multiple enterprise customers
  • Focus on intelligent insights and automation

Challenge

SAAS customers lacked intelligent insights and spent excessive time on manual reporting. No AI support for decision-making, manual KPI tracking, limited visibility into performance, low user engagement from static features, and difficulty scaling without automation.

Deployed Solution

  • AI Coach with priority suggestions, intelligent KPIs, contextual insights, and goal alignment
  • Advanced AI Stack: Multi-LLM integration, RAG, scalable ML pipeline, Groq/Llama/OpenAI
  • Data Intelligence: Semantic search, vector DB, KPI repository, historical analysis
  • Platform Integration: Automated weekly summaries, real-time sync, multi-tenant support

Business Outcomes

✓ Increased engagement through AI insights
✓ Faster decisions with instant recommendations & analytics
✓ Higher retention and improved customer satisfaction
✓ ~20% new revenue streams from premium AI features

Strategic Advantages

  • Differentiation: AI-first capabilities set platform apart
  • Higher adoption: New features drive engagement
  • Data-driven growth: Business insights fuel expansion
  • Improved acquisition: Better customer upgrades and conversions
📊 CPA FIRM - Tax Document Automation

60% Faster Document Collection

4 weeks → 10 days | 90% accuracy | 3x client capacity

Customer Profile

  • 35 staff members (10 CPAs, 25 support)
  • 2,500 individual clients
  • Drake tax software
  • Processing 50K+ documents/month

Challenge

Tax firms struggled with slow document gathering, manual reviews, and processing delays. 3-4 week document collection cycles, missing info causing tax prep delays, manual validation errors, high seasonal backlogs, and low scalability during tax season.

Deployed Solution

  • AI Document Processing: Classification, validation, data extraction
  • OCR + AI: 1040 processing, form/table detection
  • Client Experience Platform: Self-upload portal, real-time status, automated reminders
  • Smart Workflows: Task routing, exception handling, automated QA

Results After 6 Months

✓ 60% reduction in collection time (4 weeks → 10 days)
✓ 75% fewer "missing document" follow-up calls
✓ 90% accuracy in document classification
✓ Handled 3x more clients without new hires
✓ 40% faster tax preparation

Strategic Advantages

  • Scale without hiring: 3x capacity with same staff
  • Premium pricing: AI efficiency justifies higher rates
  • Seasonal scalability: Handle workload peaks smoothly
  • Client satisfaction: Faster processing creates happier clients
📜 GENEALOGY - Handwritten Records Digitization

400% Scalability Increase

1M → 5M images/month | 95%+ accuracy | 30% cost reduction

Customer Profile

  • Historical research organization
  • Digitizing centuries-old handwritten records
  • Processing millions of images monthly

Challenge

Organizations needed a way to digitize centuries-old handwritten records at scale. Poor-quality historical documents, manual transcription bottlenecks, accuracy below 80%, processing capped at 1M images/month, and high operational costs.

Deployed Solution

  • Image Processing: Restoration, noise reduction, faded text recovery
  • Precision OCR: Multi-language handwriting recognition
  • Generative AI: Gap-filling, data correction, relationship mapping
  • Genealogy Intelligence: Lineage detection, record classification

Results

✓ 400% scalability increase (1M → 5M images/month)
✓ 30% cost reduction
✓ 95%+ data accuracy
✓ 25% staff productivity boost

Strategic Advantages

  • 10x more documents: Process significantly more per project
  • Premium quality: Research-grade accuracy standards
  • Global access: Digital archives available worldwide
  • Data innovation: Leading-edge historical preservation
🦷 DENTAL PRACTICE - Insurance Verification

3x Verification Capacity Without Hiring

45-60 min → <15 min per verification | 40% efficiency gain

Customer Profile

  • 8 dentists, 45 staff, multi-location
  • Processing 3,200 verifications/month
  • Using Dentrix practice management software

Challenge

Dental practices relied on slow, error-prone manual verification. 45-60 mins per verification, frequent errors causing claim issues, manual fax & phone verifications, peak-time bottlenecks, and no scale without hiring.

Deployed Solution

  • Intelligent Automation: OCR, speech-to-text, auto-population of 150+ fields
  • Multi-Shift Workflow: AI day-shift review + night-shift phone verification
  • Quality Assurance: Automated QA/QC, mismatch detection <20%
  • Platform Infrastructure: Cloud-hosted, secure, multi-tenant SAAS

Results

✓ 40% operational efficiency increase
✓ 3x verification capacity (same staff)
✓ <15 min per verification (vs 45-60 min manual)
✓ <20% QA mismatch rate (vs 40%+ manual)
✓ $1.4K/month GCP spend

Strategic Advantages

  • Scalable growth: No hiring needed for expansion
  • Rapid deployment: Quick onboarding across locations
  • Competitive edge: Automation differentiates from competitors
  • Modular expansion: Architecture supports fast scaling

Aggregate Customer Results

60-300%
Efficiency Improvement
95%+
Accuracy Rate
Key Metric
0%
Churn Rate
2 weeks
Time to Value
500K+
Docs Processed
$5-8K/mo
Avg GCP Spend

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