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.
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