Case Studies
From implementation disasters to strategic transformations—stories from companies who needed a partner, not a vendor.
Helping TDECU Drive Efficiency with Modern CRM Capabilities
Texas Dow Employees Credit Union (TDECU), the largest credit union in the Houston area, undertook a transformative project to migrate its insurance operations from legacy systems to Microsoft Dynamics 365.
How Aprimo Cut Costs by 60% Without Losing Productivity
The mandate was simple: reduce headcount - significantly - without losing capability. Everything still needed to happen, including Salesforce automation, ticket resolution, reporting, and process improvement. No scaling back services, just lower costs while maintaining or improving throughput.
Synacor Modernizes Knowledge Management with Salesforce & Agentic AI
Synacor’s critical support content was distributed across a public Wiki and multiple documentation sites, resulting in fragmented information, inconsistent structure, and limited discoverability. Here's how we helped.
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