Case Studies

Real results from organizations using Vision™ to transform their operations, reduce costs, and accelerate growth.

Featured Case Study

TechFlow Solutions: From Operational Chaos to Strategic Clarity

Industry
SaaS / B2B
Size
150 Employees
Timeline
6 Months
ROI
340%

TechFlow Solutions was a fast-growing SaaS company experiencing the classic scaling challenges: operational bottlenecks, unclear priorities, and mounting technical debt. Despite strong revenue growth, leadership felt they were "flying blind" on strategic decisions.

Vision™ provided the clarity they needed, identifying $2.3M in annual cost savings and a clear roadmap to operational excellence.

The Challenge

TechFlow 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 2-3 weeks instead of target 3-5 days
  • 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 TechFlow 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:

1

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
2

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
3

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
4

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

340%
ROI in 6 months
$2.3M
Annual cost savings identified
4 days
Customer onboarding (from 2-3 weeks)
3.2 → 7.8
DX Maturity Score improvement
25%
Increase in engineering velocity
+18 pts
NPS improvement

"Vision™ gave us something we'd been missing: clarity. We knew we had problems, but we didn't know which ones to solve first or how they connected. Vision™ showed us the entire system—the bottlenecks, the dependencies, the opportunities. The roadmap it generated wasn't just a list of recommendations; it was a strategic plan that we could actually execute."

Sarah Chen
CEO, TechFlow Solutions

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