Case Studies
Real results from organizations using Vision™ to transform their operations, reduce costs, and accelerate growth.
CloudPath: From Operational Chaos to Strategic Clarity
CloudPath was a fast-growing SaaS company experiencing the classic scaling challenges: operational bottlenecks, unclear priorities, and mounting technical debt. Vision™ provided the clarity they needed, identifying $2.3M in annual cost savings and a clear roadmap to operational excellence.
The Challenge
CloudPath had grown from 20 to 150 employees in 18 months, but their operational infrastructure hadn't kept pace. Key pain points included:
- •Customer onboarding taking 4-6 weeks instead of target 2-3 weeks
- •Engineering team spending 40% of time on maintenance vs. new features
- •Sales and support teams using 5 different tools with no integration
- •No clear visibility into which initiatives would drive the most value
- •DX Maturity Score: 3.2/10 (Vision™ baseline assessment)
Vision™ Analysis
Vision™ analyzed CloudPath across all six dimensions and identified critical constraints:
Technology Backbone
Score: 2.8/10
Legacy systems causing 60% of support tickets. API integration gaps preventing automation.
Operational Infrastructure
Score: 3.5/10
Manual processes in onboarding, billing, and customer support creating bottlenecks.
Value Delivery
Score: 4.1/10
Customer onboarding friction reducing NPS scores and increasing churn risk.
People & Culture
Score: 5.2/10
Tool fragmentation causing communication gaps and duplicate work.
The Solution
Vision™ generated a sequenced roadmap prioritizing high-impact, low-effort initiatives:
API Integration & Automation (Month 1-2)
Vision™ identified 12 manual processes that could be automated. Priority: Customer onboarding workflow.
- • Integrated CRM, billing, and support systems via API
- • Automated customer onboarding from signup to first value
- • Reduced onboarding time from 2-3 weeks to 4 days
Technical Debt Reduction (Month 2-4)
Vision™ prioritized legacy system refactoring based on impact analysis.
- • Refactored 3 critical legacy modules causing 60% of support tickets
- • Reduced engineering maintenance time from 40% to 15%
- • Freed up 2.5 FTE engineers for feature development
Tool Consolidation (Month 4-5)
Vision™ mapped tool usage and recommended consolidation strategy.
- • Consolidated 5 tools into 2 integrated platforms
- • Reduced tool licensing costs by $180K annually
- • Improved cross-team collaboration and data visibility
Process Optimization (Month 5-6)
Vision™ identified and optimized remaining manual processes.
- • Streamlined billing and invoicing workflows
- • Automated customer support ticket routing
- • Reduced operational overhead by 35%
Results
“We spent 8 months and $340K on a 'digital transformation' that produced exactly zero shipped features. Vision mapped our actual constraint in 20 minutes: a single approval bottleneck between engineering and legal. We fixed the process, shipped the backlog in 6 weeks, and killed the other two 'strategic initiatives' that were just burning money.”
Meridian Manufacturing: Digital Transformation in 8 Months
Legacy manufacturer reduced operational costs by 28% and improved supply chain visibility by implementing Vision™'s strategic roadmap. What started as a compliance-driven initiative became a full operational overhaul.
Horizon Health Partners: Improving Patient Outcomes Through System Optimization
Healthcare network improved patient satisfaction scores by 32% and reduced administrative overhead by streamlining operations with Vision™ insights. The key insight: clinical staff were spending 40% of their time on administrative tasks.
Atlas Financial Technologies: Scaling from 50 to 500 Employees Without Breaking
Early-stage fintech used Vision™ to build scalable infrastructure from day one, avoiding common scaling pitfalls and achieving 10x growth efficiently. They avoided the typical $2-4M 're-platforming' that most fintechs face at the 200-employee mark.
Sterling Commerce Group: Optimizing Operations for Peak Season
Online retailer used Vision™ to identify and resolve bottlenecks before peak shopping season, resulting in 45% improvement in order fulfillment speed and their first Black Friday without a single system outage in 5 years.
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