Case
Studies
Browse All Case Studies
Tailored ERP Design, Architecture, and Implementation
This client manufactures custom parts for aerospace and industrial sectors with specialized and unique needs. Their
Salesforce Lightning Migration & Optimization
Our client is the leading nationwide network of affiliate real estate, mortgage, and local business experts,
Innovation in Behavioral Healthcare Products
Our healthcare client sought to unify 17 distinct business units into a cohesive programmatic strategy to
Enhancements to the Contact Center Model
Our client required the implementation of a Total Benefit Outsourcing (TBO) or ‘super agent’ model, enabling
Developing Junior Talent through Outsourcing
Our client, a global food and agriculture leader with a $114 billion valuation, had an initiative
Partnership with the Project Management Office (PMO)
Our client, the largest pharmacy benefits management organization in the United States, sought a partner to
Human Resources Organizational Change Management
Our client aimed to enhance employee satisfaction when interacting with HR, reduce business costs through improved
Comprehensive Salesforce Implementation
Our client, a leading national medical device manufacturer, sought a skilled Salesforce partner to assist in
Valtree Corporations’ QMO team supporting M&A for a regional utility company.
Our client, a regional utility provider serving more than 700,000 commercial and residential customers, acquired two
Revamping the Internal Order Intake Process
Our client required support in designing and implementing a new request intake process aimed at reducing
Seven ideas to design a great interactive training
As Scrum Masters and Agile Coaches, we often need to introduce our teams to new concepts.
Blog
From hype to reality: AI’s game-changing role in service and sales
AI for service and sales is finally at the tipping point for rapid innovation. Last month,…
