SMB Case Studies
Real outcomes from AI automation, cloud migration, cybersecurity, and fractional CTO engagements with SMBs across healthcare, MSP, and services.
Challenge
Solution
Results
Case Studies FAQ
In short: six documented engagements — onboarding automation for a multi-location service business, an Azure healthcare cloud migration, MSP security standardization, an e-commerce AI voice agent, property-management IT consolidation, and a B2B SaaS infrastructure rebuild. Each lists the original problem, what was built, and the measured results, from 85% faster onboarding to $180K in identified annual savings.
Looking for the finished sites rather than the engagements? The portfolio of websites I've built previews each one live, from Houston managed IT and AI automation to UCaaS, payments and family law.
What these engagements covered, and what they changed.
Frequently Asked Questions
What kinds of businesses are in these case studies?
Six SMB engagements: a multi-location service business, a regional healthcare practice, a growing MSP with 50+ clients, an e-commerce brand, a multi-state property management firm, and a B2B SaaS startup. Sizes and sectors vary, but all are small to mid-sized companies without a full-time CTO.
What kind of results did these engagements produce?
Each case study lists its own measured outcomes. Examples: onboarding time cut 85% and 25+ hours saved per week, 99.9% uptime with a compliance audit passed first attempt, 70% of support calls handled automatically, $180K in annual savings identified, and zero unplanned outages in six months.
Which services do these case studies cover?
Make.com automation suites, phased Azure cloud migration with HIPAA-compliant configuration, cybersecurity standardization across MSP client environments, AI voice agent deployment in English and Spanish, fractional CIO vendor consolidation and roadmapping, and an AWS infrastructure rebuild with auto-scaling and incident response playbooks.
Can I read the full detail of an engagement?
Yes. Every case study on this page links to its own full write-up covering the challenge, the solution that was built, and the results it produced. Start with the summary card here, then follow the link for the complete story.
All case studies
- Case Study: AI Voice Support for E-Commerce — An e-commerce brand deployed a bilingual AI voice agent for order status, returns and FAQs — handling 70% of calls and halving support costs.
- Case Study: Healthcare Cloud Migration to Azure — A regional healthcare practice moved from aging on-prem infrastructure to a HIPAA-aligned Azure environment — 99.9% uptime and 30% lower IT cost.
- Case Study: MSP Security Baseline Standardization — A growing MSP standardized its security baseline across 50+ client environments, cutting support tickets 40% and lifting client retention 20%.
- Case Study: Property Management IT Consolidation — A multi-state property management firm consolidated 40% of its vendors and saved $180K annually with a fractional CIO-led 3-year IT roadmap.
- Case Study: B2B SaaS Infrastructure Rebuild on AWS — A fast-growing B2B SaaS startup rebuilt its AWS architecture with auto-scaling and incident response — eliminating outages and cutting infrastructure cost 25%.
- Case Study: Multi-Location Service Business Automation — How a 5-location service business cut 25+ hours of weekly manual onboarding with a Make.com suite across CRM, scheduling and billing.