Case Studies.

There is no aspect of a business we don't have experience with. Here are a few examples of our recent work.

Featured Examples

01. M&A INTEGRATION

Merging Six Agencies Without Breaking Anything

Bringing acquired systems under one roof without any interruption to clients, or teams.

02. AI WORKFLOWS

AI Knowledge Base & Ticket Automations

Building a bot that lives in Slack, and saves hundreds of admin hours a week.

03. AUTOMATING SURVEYS

Moving client surveys in house

Saving money and automating everything; the send, the reporting and the follow up actions.

Case Study 01

// Details Client Type: Global Media Agency Scale: 6 Acquisitions Timeline: Multi-year Focus: M&A Integration Tools: HubSpot CRM, Salesforce + Others Workfront Many Time-Tracking Systems Financial + HR Platforms Contract Tooling Custom Reporting

Merging Six Agencies Without Breaking Anything

Systems Integration · M&A · Multi-entity

Over many years, a rapidly growing media agency acquired six different specialist agencies. Each had their own ways of working, their own tech stack, and their own idea of how to operate day to day.

Our job was to bring each one into central, global systems without disrupting client delivery or the supporting teams.

The Challenge

Each new acquisition arrived with its own set of systems. Some were running small operations out of spreadsheets and shared inboxes. Others had invested in tools that didn't talk to ours. All of them had client relationships that couldn't afford interruption, broken financials, or lost data.

The goal was straightforward: get them onto our systems as quickly as possible, without anyone internally or client-side being unable to deliver their day to day work.

How We Did It

Each integration starts the same way. Put in the time and energy to understand how the teams actually work. Not just how their tools were configured, but how people deliver their work day to day. Learn the business, the people, and what they all need to deliver.

From there we build plans for every team within the agency. A simple, top level plan that acts as a storyboard, with detailed plans available those who need it. Map the systems; how do they connect? How don't they connect? What are the pain points, what are the risks? Make these maps easy for everyone to view and understand.

Specify timelines and the minimum viable product, what does a migration look like that causes the least amount of pain? Then specify how we can improve things for the team by migrating them, what can be automated, how can processes be improved? By making their life at work genuinely easier, the change management piece becomes simple.

With proper planning, clear comms, simple checklists and milestones, change can be made incrementally and seamlessly.

The Result

Six agencies, all operational on a shared global system. Finance could consolidate revenue and cost reporting across the group. Leadership had a single view of resourcing, utilisation, pipeline, and delivery. Client teams benefited from better processes.

The order of operations and intelligent planning made the difference. There's always pressure to move fast after an acquisition. By moving deliberately nothing fell over.

Case Study 02

// Details Scale: Global Focus: AI Automations Core Tools: Claude Notion Halo ITSM LLM API Integrations

Smart Support: AI Knowledge & Ticket Automations

AI Workflows · Custom Knowledge Base · Task Automations

The Challenge

As companies scale, internal support teams maintain many systems and processes, and start to receive repeated requests, "How do guests connect to the Wi-Fi?", "what is our expense policy?", "I can't log in.."

These answers exist inside the company's internal knowledge base, but employees default to dropping messages in Slack or Teams because it is a more natural way to work. This is great for everyone except the support teams.

How We Did It

We deployed an AI-powered knowledge bot integrated directly into the company's support channels. The setup itself is fairly simple, and designed in a way that is easy to maintain after we handed it over.

Instead of feeding the AI generic internet data, we hooked it directly into the company's internal knowledge base. When an employee posts a question in a support channel, the bot instantly analyzes the query, searches the internal documentation, and surfaces a precise answer in a threaded reply.

Crucially, we built automations so that if the AI's answer doesn't fully solve the issue, or if the requestor explicitly asks for help, the bot triages the conversation. The AI creates a ticket in the relevant support platform, populated with the context of the conversation, and routes it to the correct team member.

The Result

By mapping the bot's logic to existing workflows, we ensured that the implementation required zero behavior change from the employees asking for help.

The impact was immediate and measurable across the organisation. By shifting to an AI-assisted triage model, the company unlocked massive efficiencies:

Reduced Ticket Volume: More than 50% of queries are answered instantly by the bot, removing them from the support queue entirely.

Saved Time and Energy: Support teams are freed from sharing repetitive copy-paste answers, allowing them to focus on solving more interesting problems.

Improved Knowledge Base: Because the wiki and process docs are now actually referenced, teams can spot gaps and update them quickly.

The same template was rolled out across all internal departments, including HR handling benefits queries, and Legal and Commercial supporting client questions

Case Study 03

// Details Savings: $100k+ Annually Focus: In-Housing Core Tools: CRM Mailing Tools Custom Built Reporting Dashboards Internal Data Management

In-Housing Client Surveys

Cost Optimisation · Data Ownership · Comms Automation

Understanding client sentiment is obviously critical, but relying on external agencies to manage it comes with a massive premium. This growing organisation was spending upwards of $100,000 a year just to have an external agency route clients to surveys and display the results back to them.

The Challenge

The existing setup was expensive, off-brand, and restrictive. The organisation had no direct control over anything, and the external agency's generic dashboards meant they couldn't easily view the metrics that mattered to them.

Relying on third-party processes breaks client continuity, customers receive emails from a person they don't know, with a message they don't trust. If we could bring the entire process in-house, we could control the whole experience, while saving the teams time and over $100k a year.

How We Did It

Instead of buying yet another tool, we built the new solution on top of existing infrastructure. We leveraged their existing CRM, mailing tools and built a few custom scripts to handle everything.

We started from the very beginning of the process and asked "what do we actually want from a client survey?" and "how could we simplify every step?" We improved how they update client emails, generate regionalised survey copy, and served branded survey forms on their own website.

Once the surveys were returned, we put the results directly into custom-built reporting dashboards. We designed it specifically to scale into the future, allowing the business to easily track historic trends as more surveys are conducted without our support in the future.

The Result

The transition to having surveys fully in-house was seamless, with an immediate cost and time saving. By taking full ownership of their data, the business unlocked several key advantages:

Immediate Savings: Cut $100k+ in annual agency fees by using existing software.

Total Autonomy: The team now owns every decision regarding how the surveys are conducted.

Customised Inputs and Outputs: The business can now track the precise metrics that matter most to them.

What used to require frustrating external management, with rigid processes and systems, is now a clean, repeatable internal loop. The workflow has been heavily simplified for the team, saving countless hours of coordination and creating a highly scalable asset for the long term.