case study

SaaS / Multi-Region Field Operations

Streamlined handoffs, installed single owners, and added a light AI note assistant to ensure nothing fell through the cracks.

COMPANY TYPE
SaaS / Multi-Region Field Operations
TIMELINE
90 days
Client
Escalations increased and releases were delayed due to unclear ownership and disorganized handoffs. Leaders spent valuable time chasing updates instead of making progress. Vision Strategies was engaged to clarify ownership and expedite the release cycle.
summary
We assigned a single owner to each workstream and established clear intake and handoff processes. Additionally, we created a weekly release calendar in a straightforward one-page format. To ensure nothing was overlooked, we implemented a lightweight AI note-taking assistant that tracked decisions and next steps. Within 90 days, the number of executive escalations decreased by 48%, the release cycle time improved by 25%, and teams became aligned around a shared set of priorities. All of this was monitored using an executive dashboard.
projects

Explore more work

B2B Services (National)

Installed a 30-minute weekly check-in and a one-page scorecard, so priorities stayed visible and on track.
Keep Reading
Keep Reading

Private Equity Portfolio

Implemented comparable company scorecards and a portfolio heatmap to direct the team's capital toward the highest-return opportunities.
Keep Reading
Keep Reading

Industrial Manufacturer & Distributor

We stabilized the quote-to-invoice process and installed a disciplined framework for collections.
Keep Reading
Keep Reading