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.
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.