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Open Intelligence · ROI Case Studies

Automation engagements & before/after numbers.

Anonymized but specific results for real companies - showing before/after metrics, the tools used, the calculated ROI, and the playbook that produced the outcome. Filter the table below by industry, company size, or engagement type to find the case that looks most like yours. Includes both my own engagements and notable cases observed from the field with honest post-mortems.

18 case studies published · 1,437h/week recovered across all engagements · average 4.0x ROI

18 of 18
Case Study
Industry / Size
Duration
Tools Implemented
Hours/Wk
ROI
Small real estate agency cut lead response time from 6 hours to 90 seconds using AI chatbots A Boston metro small real estate brokerage with 7 agents · Boston metro
Real Estate Small (6-20)
11wks
AI chatbot platform transaction management system integration automated email sequencing
11.5h/wk ≈ $1,200/mo
3.8x 4.5mo payback
Mid-size real estate team automated after-hours lead capture and scheduling, generating 15 qualified leads monthly A Greater Boston mid-sized residential real estate brokerage with 12 agents · Greater Boston area
Real Estate Mid (21-100)
10wks
kvCORE CRM Calendly Zapier
5.3h/wk ≈ $500/mo
3.7x 4.0mo payback
Real estate franchise boosted lead conversion from 7% to 12% with AI-driven lead scoring A Pacific Northwest real estate franchise with 350+ agents · Pacific Northwest
Real Estate Large (100+)
14wks
Custom AI lead scoring engine Salesforce CRM integration MLS data connector
9.6h/wk ≈ $8,640/mo
3.6x 7.0mo payback
Small marketing agency boosts lead volume 300% with AI-powered brief generation automation A Pacific Northwest boutique digital marketing agency with 12 staff · Pacific Northwest
Marketing Agency Small (6-20)
11wks
AI brief generation platform HubSpot CRM Asana
7.2h/wk ≈ $300/mo
4.3x 2.7mo payback
Small professional services firm reduces proposal drafting time by 50% using AI automation A Boston metro boutique professional services firm with 12 staff · Boston metro
Professional Services Small (6-20)
10wks
Microsoft Word AI Add-in Smartsheet BigTime PSA
8.0h/wk ≈ $1,200/mo
4.2x 2.9mo payback
Small B2B sales agency cuts cost per qualified lead from $50 to $15 with AI sales agent A Boston metro-based B2B sales agency with 12 employees · Boston metro
Sales Agency Small (6-20)
10wks
AI inbound lead qualification agent Salesforce CRM integration Automated lead routing workflow
13.0h/wk ≈ $3,600/mo
4.2x 3.0mo payback
Fashion retailer boosts revenue per user 300% with Braze-powered personalized campaigns A New England-based large fashion retail chain with 2,500+ stores · New England
Retail Large (100+)
14wks
Braze Segment CDP Salesforce Marketing Cloud
48.0h/wk ≈ $23,000/mo
4.5x 8.0mo payback
Mid-size professional development firm integrates email and social media campaigns for 234% engagement lift A Boston metro professional development firm with approximately 85 employees · Boston metro
Professional Development Mid (21-100)
14wks
HubSpot Marketing Hub Hootsuite Zapier
12.6h/wk ≈ $3,480/mo
3.9x 4.8mo payback
Enterprise tech company saves 100 hours/week by automating multi-channel marketing data reporting A Boston metro enterprise technology company with 1,200 employees · Boston metro
Technology Enterprise
10wks
Salesforce Marketing Cloud Tableau Custom ETL scripts
100.0h/wk ≈ $14,060/mo
3.8x 7.0mo payback
[Placeholder] Web dev agency · client onboarding automation A Pacific Northwest boutique web design agency with 12 staff · US
Web Design & Development Small (6-20)
11wks
Zapier Airtable Trello
5.9h/wk ≈ $1,800/mo
4.5x 2.4mo payback
(untitled) Banking · US · US
Banking Large (100+)
10wks
UiPath RPA Creatio FinServ CRM Sirion AI Contract Review
770.0h/wk ≈ $70,000/mo
4.5x 5.0mo payback
(untitled) Higher Education · US · US
Higher Education Mid (21-100)
10wks
HigherEd CMMS Education CRM Automation Workflow Automation Platform
81.0h/wk ≈ $27,000/mo
4.3x 4.0mo payback
Higher education institution automated 200+ administrative workflows to reduce processing time A mid-sized public university in the Northeastern U.S. · Northeastern U.S.
Higher Education Mid (21-100)
18wks
Modern CMMS platform Ellucian Banner integration Mobile work order app
6.3h/wk ≈ $35,000/mo
4.3x 4.0mo payback
(untitled) Financial Advisory · US · US
Financial Advisory Solopreneur
6wks
HubSpot CRM Calendly Zapier +1
21.0h/wk ≈ $1,100/mo
4.0x 2.0mo payback
Super regional bank saved 30k+ annual labor hours with phased RPA bot deployment A super regional bank in the Pacific Northwest with 1,200 finance staff · Pacific Northwest
Banking and Finance Large (100+)
11wks
UiPath RPA AutomationEdge AI Document Processing In-house workflow orchestration
310.0h/wk ≈ $100,000/mo
3.8x 7.5mo payback
Global construction equipment manufacturer saved 300 hours/year automating supplier invoice corrections A large construction equipment manufacturer in the Great Lakes region · Great Lakes region, USA
Manufacturing Large (100+)
14wks
n8n custom AI anomaly detection module ERP integration middleware
6.0h/wk ≈ $4,800/mo
3.8x 9.0mo payback
(untitled) Marketing Agency · US · US
Marketing Agency Small (6-20)
6wks
HubSpot Starter Zapier SlickText
6.1h/wk ≈ $600/mo
3.5x 4.0mo payback
(untitled) Legal Services · US · US
Legal Services Large (100+)
10wks
Clio HotDocs Contract Express +1
15.0h/wk ≈ $8,000/mo
3.5x 4.0mo payback