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Case Studies

Showing 1-30 of 43 resources

AI-Powered Process Automation for a Global BPO Company

How a global BPO provider used XYZ, Decision Foundry's AI-assisted platform, to capture 146 hours of real client work as SOPs, process insights and computer-use automations across 16 client engagements.

Oct 19, 2026 · 6 min read

AI & Agents

Case Study

AI-powered Case Management Automation - Case Study

How a multi-location sports and family entertainment operator replaced paper forms, emails and spreadsheets with one AI automation workflow for incidents: automatic severity scoring, escalation within minutes instead of days and a live safety dashboard.

Oct 19, 2026 · 5 min read

AI & Agents

Case Study

AI-Powered Cash Reconciliation Automation Case Study

How a multi-location sports and fitness franchise replaced spreadsheet-driven weekly cash reconciliation with an automated, Snowflake-backed, audit-ready workflow that catches discrepancies in near real time instead of weeks later.

Oct 16, 2026 · 5 min read

AI & Agents

Case Study

AI-Powered Inventory Management Automation Case Study

How a sports brand with 30+ centers replaced spreadsheet F&B stock counts with one inventory app and a live dashboard, turning several days of month-end consolidation into self-serve reporting.

Oct 16, 2026 · 5 min read

AI & Agents

Case Study

AI-Powered Campaign Pacing & Performance Monitoring Case Study

How a media agency's trading desk replaced a manual pacing workbook with an AI pacing and performance monitor that flags drifting campaigns across DV360, Amazon DSP and The Trade Desk and suggests the fix, with a human in the loop.

Oct 15, 2026 · 5 min read

AI & Agents

Case Study

AI-Powered Campaign Report Automation Case Study

How a media agency used Claude to turn Adverity exports into finished, branded campaign reports, cutting a three to five hour manual task to a few minutes.

Oct 15, 2026 · 5 min read

AI & Agents

Case Study

AI-Powered Certificate of Insurance Automation Case Study

How a US commercial insurance brokerage used AI to turn a mailbox of certificate requests into an automated pipeline that reads each email, drives the agency management system, and stops to ask when confidence is low.

Oct 14, 2026 · 5 min read

AI & Agents

Case Study

AI Automation Program: Operations & Delivery Performance Insights Case Study

How Decision Foundry gave an agency's leadership one live view of delivery KPIs and the AI automation program, refreshed every Monday, with every figure traceable to its Jira ticket.

Oct 14, 2026 · 5 min read

AI & Agents

Case Study

AI-Powered Bank Reconciliation Automation Case Study

How a finance team replaced tick-and-flick bank reconciliation with an AI-assisted, audit-ready workflow: a five-rule matching engine with AI scoring saves about 30 hours a month and cuts time to reconcile from 4 to 5 days to under 1.

Oct 12, 2026 · 5 min read

AI & Agents

Case Study

AI Automation ROI Tracking Platform Case Study

How Decision Foundry and a business process services provider built a shared platform for tracking what the AI automation program is delivering and scoring where to automate next, with realized and projected savings kept separate.

Oct 12, 2026 · 5 min read

AI & Agents

Case Study

AI-Powered Accounts Payable Automation Case Study

How a BPO company moved accounts payable from inbox-and-spreadsheet to an AI-assisted, audit-ready workflow: Claude extracts every invoice, AI suggests GL coding, and two-stage human review posts vendor bills to NetSuite with an append-only audit trail.

Oct 9, 2026 · 5 min read

AI & Agents

Case Study

AI-Powered Journal Posting Automation Case Study

How Decision Foundry automated journal posting for a multi-entity holding company: AI-assisted mapping sends ~85% of 1,000+ monthly bank transactions straight to the GL, with maker-checker approval and a full audit trail in QuickBooks.

Oct 9, 2026 · 5 min read

AI & Agents

Case Study

AI-Powered Invoice & PO Matching Automation App

How a mid-market manufacturer used AI to eliminate manual AP matching, automate 94% of invoices, and build an audit trail their auditors could rely on.

Oct 8, 2026 · 4 min read

AI & Agents

Case Study

AI-Enabled AR Invoice Creation Case Study

An AI-enabled AR invoice pipeline that reads purchase orders, drafts invoices in QuickBooks in seconds instead of 10 to 20 minutes of manual keying, reads client replies and records payment, with four Maker-Checker approval gates and an append-only audit log.

Oct 8, 2026 · 4 min read

AI & Agents

Case Study

Flatworld Solutions: 100% Call QA Coverage, Built With Claude Code

Decision Foundry used Claude Code to build QualityAI, a call quality management platform for Flatworld Solutions that replaced manual, sample-based auditing with full coverage across 10 campaigns, processing 2,500 calls and recovering 100 hours of QA effort in its first month of production.

Sep 28, 2026 · 3 min read

AI & AgentsCustomer Experience

Case Study

Agentic AI Case Study: Custom AI Sales Application

Decision Foundry built Salezilla, a custom AI sales workspace, for a 40-person B2B sales team, replacing their CRM, calling app, and spreadsheets. Twelve AI research agents investigate every inbound inquiry and draft the reply, and prospect reply rates doubled after the switch.

Sep 24, 2026 · 6 min read

AI & AgentsSales & Revenue

Case Study

Retail Case Study: Unlocking Customer Value with Analytics

A retail organization moved from guessing to knowing, using RFM-based behavioral segmentation to identify six customer groups and drive smarter marketing, retention, and leadership decisions.

May 20, 2026 · 7 min read

Tableau

Case Study

Retail Case Study: From Spreadsheets to Tableau Adoption

A retail enterprise eliminated Excel-based reporting and achieved 90%+ Tableau adoption in 6 months through a phased, empathy-driven change management rollout.

May 20, 2026 · 6 min read

Tableau

Case Study

Technology Case Study: SFMC and MCI Marketing Engine

Decision Foundry engaged a tech company with no marketing infrastructure on SFMC journeys, 100k profiles, and a 7-source MCI analytics.

May 19, 2026 · 7 min read

Salesforce Marketing Cloud

Case Study

Industrial Distributor Case Study: MCAE Revenue Engine

An industrial distributor's broken Pardot had sync errors and a corrupted database. Decision Foundry rebuilt MCAE from scratch, restoring CRM sync and launching automation in one engagement.

May 19, 2026 · 6 min read

Salesforce Marketing Cloud

Case Study

Marketing Firm Case Study : Salesforce Unified Campaigns

A marketing firm replaced fragmented workflows with Salesforce multi-cloud. Decision Foundry unified Sales Cloud, MCI and Experience Cloud in one platform, standardizing campaign setup, vendor coordination, and program-level reporting.

May 15, 2026 · 6 min read

Salesforce

Case Study

Professional Services Case Study: Analytics with MCI

A professional services firm had 20+ failing data streams and broken dashboards. Decision Foundry rebuilt the MCI workspace connecting 12 sources and restoring full-funnel attribution.

May 15, 2026 · 6 min read

Marketing Cloud Intelligence

Case Study

Media Agency Case Study: Marketing Reporting with MCI

A healthcare media agency had no unified view across 9 platforms. Decision Foundry connected all sources into MCI enabling cross-channel attribution in one workspace.

May 15, 2026 · 5 min read

Marketing Cloud Intelligence

Case Study

Manufacturing Case Study : Salesforce CPQ & MuleSoft

How a manufacturer eliminated manual quoting errors and disconnected ERP systems with Salesforce CPQ and MuleSoft: real-time SAP and Oracle integration, guided selling, and self-service Experience Cloud portals.

May 12, 2026 · 7 min read

Salesforce

Case Study

Digital Bank Case Study: 91% Faster Reporting with MCI

A digital-first bank unified 20M+ marketing records across email, SMS, and push on Salesforce Marketing Cloud Intelligence, cutting data refresh time by 91% and eliminating all manual reporting effort.

May 12, 2026 · 6 min read

Salesforce Marketing Cloud