Automation Pilot Project – Prove ROI in 4-6 Weeks
We build a quick-win automation that proves ROI before you commit to ongoing governance. Production-ready. Battle-tested. Fully documented. And you own every line of code.
Common First Pilots by Industry
We've built hundreds of automation pilots across industries. Here are the quick-win automations that deliver measurable ROI in the first 6 weeks.
The Problem: 18-22% no-show rate costing $120k annually in lost revenue. Manual reminder calls not working.
What We Built:
- Automated reminder sequence: 7 days, 3 days, 1 day, 2 hours before appointment
- Multi-channel delivery (SMS, email, portal notification based on patient preference)
- One-click confirmation and rescheduling links
- Automated waitlist notification when appointments open up
Results After 6 Weeks:
- ↓No-show rate dropped from 20% to 8%
- ↑$85k recovered revenue in first 90 days
- ↓Front desk staff saved 15 hours/week on reminder calls
The Problem: Quote-to-order workflow took 9 manual handoffs, averaging 3.5 days. Sales team spending 12 hours/week on order entry.
What We Built:
- Automated quote generation from customer request (integrates with TMS)
- One-click approval converts quote to order (auto-creates BOL)
- Automatic carrier assignment based on lane, rate, and availability
- Customer notification with tracking link sent automatically
Results After 6 Weeks:
- ↓Quote-to-order time dropped from 3.5 days to 4 hours
- ↑Win rate increased 18% due to faster response times
- ↓Sales ops team saved 12 hours/week on order entry
The Problem: New client onboarding took 12-16 days due to manual account opening, paperwork routing, and compliance checks. Advisors frustrated by slow time-to-funding.
What We Built:
- Digital onboarding portal with e-signature integration
- Automated account opening at custodian (Schwab/Fidelity API integration)
- Compliance checklist auto-populated and routed for approval
- Client status updates sent automatically (welcomed, funded, invested)
Results After 6 Weeks:
- ↓Onboarding time dropped from 14 days to 3 days
- ↑Conversion rate increased 22% (fewer prospects lost during onboarding)
- ↓Operations team saved 18 hours/week on paperwork routing
The Problem: CSMs tracking renewals in spreadsheets. 15% of contracts slipping through cracks. Manual outreach timing inconsistent.
What We Built:
- Automated renewal tracking (90-day, 60-day, 30-day alerts to CSMs)
- Health score integration (flags at-risk renewals for early intervention)
- Automated renewal proposal generation with usage data and expansion opportunities
- Executive dashboard showing pipeline, at-risk accounts, and forecasted MRR
Results After 6 Weeks:
- ↑Net retention improved from 88% to 96%
- ↑Expansion revenue increased 31% due to data-driven upsell opportunities
- ↓Zero contracts missed (previously losing $180k annually)
How We Build Your Pilot
We don't use proprietary platforms or lock you into subscriptions. You own the code. Forever.
We build in Python, TypeScript, or whatever your stack requires. All code is delivered to your GitHub repo. No vendor lock-in. No recurring licensing fees.
Every pilot includes error handling, logging, monitoring, and documentation. We don't hand you a prototype—we deploy production-grade automation.
We integrate with your existing CRM, ERP, billing platform, and APIs. No requirement to buy new software—we work with what you already have.
What's Included in Every Pilot
- Scoping session to define exact workflow and success metrics
- Development in 2-week sprints with weekly demos
- Full code documentation (setup, configuration, troubleshooting)
- Production deployment and cutover support
- Error handling and monitoring (Slack/email alerts)
- Team training on how to maintain and extend the automation
- 30 days of post-launch support (bug fixes, tweaks)
- ROI measurement dashboard showing time/money saved
Frequently Asked Questions
Ready to Prove ROI in 4-6 Weeks?
Fixed-price Automation Pilot. Production-ready. You own the code. No vendor lock-in.
In our conversation, we'll explore:
- Which workflow from your audit makes the best pilot candidate
- Expected ROI, timeline, and integration requirements
- How we hand off production-ready code with full ownership
No pressure, no commitment—just a straightforward conversation about proving automation value in your operation.