Case Study

For more than 40 years, our client has been a trusted name in industrial distribution, supporting manufacturers and construction firms across several regions. Known for its commitment to service excellence and reliability, the company has maintained steady growth through traditional sales models. However, with today’s fast-paced digital competition, the 25-person sales team needed smarter tools to accelerate deal cycles and

Our client is a large food manufacturer and a regional food producer with 300 employees and multiple facilities subject to FDA, USDA, and OSHA regulations. The compliance team of eight is responsible for maintaining records, preparing for audits, and ensuring ongoing adherence to strict industry standards. Compliance challenges were creating financial risk and operational stress. The Challenge Audit preparation was

Our client is a Consumer Goods Distribution company with a $60M consumer and a 15-person supply chain team. The company serviced national retailers and regional wholesalers, requiring precise demand forecasting to manage inventory and avoid costly stockouts or overstocks. The Challenge Summit relied on spreadsheets and manual forecasting models to predict demand. Forecasts were inconsistent, often based on guesswork rather

Client Snapshot A fast-growing SaaS company with 80 employees and over 10,000 customers faced challenges keeping up with rapid support growth. The customer support team of 12 managed tickets through Zendesk, and support quality was slipping just as the company scaled its customer base. The Challenge As the customer base grew, support tickets doubled year-over-year. Leadership resisted doubling headcount due

Client Snapshot Our client is a family-owned industrial equipment producer with $85M and they have 400 employees. The CEO, who also served as owner, struggled to keep up with siloed reporting across finance, operations, and HR. Each department worked in isolation, delivering fragmented reports that lacked consistency and timeliness. The executive team needed a way to consolidate insights and make

Client Snapshot A mid-sized chemical manufacturer with 200 employees and a 15-person research and development (R&D) team. The team focused on creating new formulations and ensuring compliance with stringent industry standards. Despite talented scientists, the R&D process was slow, manual, and error-prone, delaying product launches and straining competitiveness. The Challenge R&D scientists manually reviewed test results, tracked compliance in spreadsheets,