Case studies

Recovered revenue, by the vertical.

Twenty-three engagements from our team's fifteen years across industrial verticals, led by our technical partner. Every one shows the leak, what we built, and the dollars recovered. Anonymized by sector and revenue band.

$5.2M+
Leakage identified
23
Engagements delivered
15 yrs
Team track record
$95k-$500k
Recovered per engagement

Specialty Subcontractors

8 cases

Electrical, mechanical, and plumbing GCs, $5-50M revenue. Leakage hides in the gap between what the field does and what the office bills: change orders never written up, T&M hours rounded down, material markup absorbed, and back-charges waived for lack of time.

$180k/yr8 Weeks

Multi-Division Contract & Back-Charge Compliance Automation

Mechanical, multi-division · $30M
LeakContracts vs. invoices, across divisions and job sites

Manual back-charge and retainage tracking across divisions created bottlenecks and quiet losses. PMs spent hours chasing paperwork instead of enforcing terms.

Impact

Division leads spend 80% less time gathering contract data; the first pass surfaced $180k in unenforced back-charges and unclaimed escalation.

Built: Cross-division contract & compliance aggregation system
$140k/yr6 Weeks

AI-Powered Subcontract & Bid Review System

Electrical · $18M
LeakSubcontract and PO language vs. field back-charge activity

Dozens of subcontracts and POs a month were reviewed inconsistently, and weak or missing back-charge and LD language slipped through.

Impact

Reviews run 5x faster with higher consistency; the retroactive cross-check surfaced $140k in owed-but-never-invoiced back-charges.

Built: Automated subcontract and bid review system
$310k/yr10 Weeks

Automated Change Order Valuation System

Plumbing · $22M
LeakField logs, RFIs, and scope changes vs. what was billed

Scope changes were executed in the field faster than the office could document and bill them, and value was lost to fuzzy, delayed paperwork.

Impact

PMs now process 3x more change orders; the system surfaced $310k in executed-but-unbilled change order work in two quarters.

Built: AI contract analyzer + automated change order tracker
$95k/yrOngoing

Contract & Field Log Knowledge Search

Electrical · $12M
LeakContract terms and field logs, buried across job folders

Contract terms and field docs were scattered across drives, email, and paper. Disputes took hours to research, so some legitimate billing went unpursued.

Impact

Hours of manual search now take seconds; search-supported billing recoveries reached $95k in the first year.

Built: AI-powered contract and field log search
$225k/yr12 Weeks

Project Intelligence Cockpit for a Multi-Site Contractor

Mechanical · $40M
LeakPM system, field logs, and invoicing data, unified

The PM system, field logs, and invoicing lived on three platforms that did not talk. Leadership had no view of contract terms against actual billing.

Impact

The cockpit identified $225k in under-billed T&M hours and missed material markup in its first quarter, and now runs as a standing weekly check.

Built: Unified project intelligence cockpit
$110k/yr4 Weeks

Spec & Submittal Search for Missed Material Markup

Electrical · $15M
LeakSpecs, submittals, and material invoices

Field-approved material substitutions happened constantly, but markup entitlement was not captured because nobody cross-referenced spec against purchase.

Impact

In production in 4 weeks; the tool flagged $110k in unbilled material markup from substitutions on active jobs.

Built: AI-powered spec and submittal search
$380k/yr10 Weeks

Intelligent Contract & Invoice Processing

Plumbing & Mechanical · $45M
LeakContracts vs. invoices, across the full active job list

Hundreds of contracts, change orders, and invoices were processed by hand each month, with no systematic check that invoices matched contract entitlement.

Impact

Processing time was cut by more than 50%; the full-portfolio pass surfaced $380k in under-billed contract and change order value in year one.

Built: AI contract analyzer + automated invoice cross-check pipeline
$340k/yr6 Weeks

Change Order & T&M Leakage Audit

Multi-trade group · $50M
LeakFull billing workflow, mapped end to end

Leadership suspected change order and T&M leakage but had no objective, data-driven view of where in the workflow it actually occurred.

Impact

Process mining found 30+ distinct leakage points totaling $340k/yr, ranked by impact and feasibility, replacing a hunch with a roadmap.

Built: Leakage audit + prioritized recovery roadmap

Industrial / Wholesale Distributors

7 cases

Mid-market distributors with vendor rebate programs, $10-75M revenue. Leakage hides between what vendor agreements promise and what actually gets claimed: rebate tiers quietly missed, pricing matrices drifting out of sync, reconciliation happening once a quarter instead of continuously.

$260k/yr8 Weeks

Rebate & Pricing Analytics Automation

Fasteners & Fluid Power · $28M
LeakERP purchase data vs. vendor rebate agreements

Purchasing tracked vendor rebate tiers manually in spreadsheets that rarely updated mid-quarter, so some tiers were missed by a small margin.

Impact

Analysts spend 70% less time on tier tracking; the first two quarters surfaced $260k in rebate dollars missed or newly captured.

Built: AI-powered rebate & pricing analytics platform
$190k/yr8 Weeks

Vendor Rebate Reporting Automation

Electrical Supply · $35M
LeakVendor rebate claims vs. ERP purchase records

Filing accurate claims meant reconciling POs, receiving records, and vendor statements by hand, so claims were sometimes late, incomplete, or unfiled.

Impact

75% less time on data gathering; the workflow recovered $190k in previously unfiled or underfiled rebate claims.

Built: Automated rebate claim & reporting workflow
$410k/yr10 Weeks

Vendor Agreement & Rebate Modeling Automation

Industrial MRO · $60M
LeakVendor agreement terms vs. modeled purchase trajectories

Analysts hand-modeled whether purchase pace would hit tiers. With dozens of agreements, smaller ones ran on autopilot and missed thresholds.

Impact

Analysts spend 70% less time on extraction; the engine recovered $410k by catching trajectory shortfalls before quarter-end.

Built: Rebate modeling & forecasting engine
$500k/yr2+ Years

Unified Rebate & Pricing Data Platform

Multi-Branch, National · $70M
LeakFragmented branch-level ERP and pricing data

Each branch tracked rebates and pricing its own way. Corporate had no consolidated view, and branch-level leakage compounded invisibly.

Impact

Consolidated, governed visibility across the network has recovered $500k/yr in rebate and pricing leakage to date.

Built: Unified rebate & pricing data platform (data mesh)
$320k/yr8 Weeks

24/7 Rebate Reconciliation Engine

Industrial Supply · $32M
LeakContinuous ERP purchase data vs. vendor rebate agreements

Reconciliation ran manually, once a quarter, consuming days of finance time and catching discrepancies late or never.

Impact

Manual intervention dropped 80%; the digital workforce runs 24/7 and recovered $320k in previously unflagged discrepancies in year one.

Built: Digital workforce running rebate reconciliation
$150k/yr12 Weeks

Standardized Rebate & Pricing Workflows

Multi-Branch · $45M
LeakInconsistent rebate and pricing processes across branches

Every branch ran rebate tracking and pricing updates differently, with best practices living in a few experienced people's heads.

Impact

Twelve core processes were standardized and execution variance eliminated, recovering $150k/yr in consistency.

Built: BPM layer standardizing rebate & pricing workflows
$130k/yr8 Weeks

Pricing Accuracy Testing Framework

ERP Migration · $25M
LeakNew ERP pricing logic vs. contracted customer terms

An ERP migration built significant new pricing logic, but manual spot-checks could not cover every customer-specific term before go-live.

Impact

Test coverage reached 90%+; errors were caught before go-live, preventing an estimated $130k/yr in under- and over-billing.

Built: Automated pricing accuracy testing framework

Building Materials Distributors

8 cases

Regional distributors supplying contractors, $10-75M revenue. Leakage hides in manufacturer rebate programs nobody tracks closely, volume incentive thresholds that pass unnoticed, and delivery costs never recovered from the customers who triggered them.

$200k/yr8 Weeks

Deterministic Rebate Calculation Engine with Guardrails

Lumber & Millwork · $32M
LeakManufacturer rebate program terms vs. ERP purchase data

Manual rebate calculations were error-prone and unexplainable after the fact, so disputed claims were often abandoned rather than defended.

Impact

Fully defensible, auditable claims recovered $200k/yr that would previously have been abandoned under manufacturer pushback.

Built: Deterministic rebate calculation engine with guardrails
$130k/yr4 Weeks

Vendor Program & Rebate Training for Purchasing Teams

Regional · $18M
LeakPurchasing team awareness of active rebate terms

Buyers decided on price and availability alone; rebate impact was a finance afterthought handled long after purchases were locked in.

Impact

Purchasing that actively accounted for program terms recovered $130k/yr previously left on the table.

Built: Hands-on vendor program training + reference tooling
$220k/yr8 Weeks

AI-Automated Vendor Program Audit Workflow

Roofing & Siding · $28M
LeakHistorical purchase data vs. vendor program terms

Auditing years of purchase history against every program is tedious and error-prone by hand, so it never got prioritized against daily operations.

Impact

The automated workflow recovered $220k/yr in previously unclaimed value on its first pass, and now runs as a standing quarterly audit.

Built: Automated vendor program audit workflow
$160k/yr10 Weeks

Weather-Driven Delivery Cost & Route Optimization

Ready-Mix & Aggregates · $24M
LeakDelivery logs and weather data vs. delivery fee recovery

Flat delivery fees ignored weather delays, route inefficiency, and rescheduling, all real costs the company absorbed rather than recovered.

Impact

Accurate cost forecasting recovered $160k/yr in previously absorbed delivery costs and improved margin on every load.

Built: Weather-driven delivery cost & route optimization model
$175k/yr8 Weeks

Vendor Program Bulletin & Rebate Alert System

Multi-Branch · $38M
LeakVendor program updates vs. branch-level awareness

Program updates arrived by email, PDF, or phone to one contact and often did not reach every branch, so branches missed new tiers and deadlines.

Impact

Same-day, network-wide bulletins recovered $175k/yr in rebate value previously missed because the update never arrived.

Built: Automated vendor program bulletin & alert system
$165k/yr8 Weeks

Automated Manufacturer Rebate Claim Generation

Multi-Category · $30M
LeakPurchase and shipment data vs. claim filing deadlines

Teams spent days each quarter building and formatting claim spreadsheets to each manufacturer's spec, so some went in late or incomplete.

Impact

Claims are now generated and sent automatically ahead of deadlines, recovering $165k/yr in previously missed or late-filed claims.

Built: Automated claim generation & distribution system
$155k/yr6 Weeks

Automated Manufacturer Rebate Dispute & Recovery

Regional · $21M
LeakDenied or shorted manufacturer rebate claims

Disputing shorted or denied claims was a low-priority manual task that lost out to daily operations, so identified value was written off.

Impact

Dispute recovery success reached 80%+, recovering $155k/yr in confirmed shortfalls that had previously never been pursued.

Built: Automated dispute outreach & recovery system
$310k/yr6 Weeks

Low-Code Rebate & Delivery Tracking Suite

Regional · $26M
LeakNo dedicated tooling for rebate or delivery cost recovery

Rebate tracking lived in spreadsheets, delivery costs in dispatcher notebooks, and program status in one person's memory, with no engineering to spare.

Impact

Five production apps in six weeks gave operations direct ownership, recovering $310k/yr that was previously untracked entirely.

Built: Low-code operations suite: 5 apps in 6 weeks

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