Case Study

$50M ARR B2B Technology Company

$50M ARR B2B Technology Company

Reduced client report time from 60 minutes to 15, freeing managers to focus on client strategy and growth.

75% Reduction

in Reporting Time

$50,000+

Annual Productivity Value

512+ Hours

of Manager Time Reclaimed

Services

Workflow Automation, Custom Reporting

Industry

B2B Technology

Client

A $50M ARR B2B Technology Company

Duration

3-4 months

The Challenge

The client’s growth team was responsible for preparing detailed quarterly performance reports for their customers. Each report required 45 to 60 minutes of manual data gathering and summarization. Across the team, this consumed more than 500 hours every year—time that could have been spent on higher-impact work like client strategy and retention.

The Solution

Casper Studios developed an AI-driven reporting tool that compiles data from Notion and Tally forms into complete, client-ready summaries with a single click. The tool integrates directly into existing workflows, ensuring easy adoption and minimal disruption. What once took an hour now takes about 15 minutes.

The Impact

Automating the reporting process transformed a repetitive task into a source of strategic advantage. Managers now spend less time on administrative work and more time on client relationships, renewals, and growth initiatives. The workflow is faster, more consistent, and scalable without adding headcount—allowing leadership to make quicker, data-driven decisions.

Other cases

Netflix & Doritos Campaign

Problem

Netflix and Doritos wanted a high-impact campaign that could stand out in a crowded media environment. Traditional advertising formats were losing their ability to capture audience attention. The goal was to create a new kind of fan experience—something immersive, shareable, and distinctly on-brand for Stranger Things.

Solution

Casper Studios designed and deployed an interactive, real-time voice AI experience where fans could call into a 1980s-style “telethon” and talk directly with characters from the show. The system used generative voice AI to power unique, unscripted conversations at scale—combining creative storytelling with advanced technical execution.

Netflix & Doritos Campaign

Problem

Netflix and Doritos wanted a high-impact campaign that could stand out in a crowded media environment. Traditional advertising formats were losing their ability to capture audience attention. The goal was to create a new kind of fan experience—something immersive, shareable, and distinctly on-brand for Stranger Things.

Solution

Casper Studios designed and deployed an interactive, real-time voice AI experience where fans could call into a 1980s-style “telethon” and talk directly with characters from the show. The system used generative voice AI to power unique, unscripted conversations at scale—combining creative storytelling with advanced technical execution.

Netflix & Doritos Campaign

Problem

Netflix and Doritos wanted a high-impact campaign that could stand out in a crowded media environment. Traditional advertising formats were losing their ability to capture audience attention. The goal was to create a new kind of fan experience—something immersive, shareable, and distinctly on-brand for Stranger Things.

Solution

Casper Studios designed and deployed an interactive, real-time voice AI experience where fans could call into a 1980s-style “telethon” and talk directly with characters from the show. The system used generative voice AI to power unique, unscripted conversations at scale—combining creative storytelling with advanced technical execution.

PE-Backed IT Services Firm

Problem

Creating a single client proposal took roughly 36 hours of manual work. Sales and operations teams had to gather data from multiple systems, coordinate approvals, and manually format each quote. This slow, fragmented process delayed responses to new opportunities, weakened the firm’s competitive position, and limited its ability to pursue new business efficiently.

Solution

Casper Studios built an automated quoting tool that connects directly to the client’s CRM and pricing databases. The platform automatically fills in customer and pricing details, generates a proposal, and routes it for approval—all within one interface. The process now takes around two hours from start to finish.

PE-Backed IT Services Firm

Problem

Creating a single client proposal took roughly 36 hours of manual work. Sales and operations teams had to gather data from multiple systems, coordinate approvals, and manually format each quote. This slow, fragmented process delayed responses to new opportunities, weakened the firm’s competitive position, and limited its ability to pursue new business efficiently.

Solution

Casper Studios built an automated quoting tool that connects directly to the client’s CRM and pricing databases. The platform automatically fills in customer and pricing details, generates a proposal, and routes it for approval—all within one interface. The process now takes around two hours from start to finish.

PE-Backed IT Services Firm

Problem

Creating a single client proposal took roughly 36 hours of manual work. Sales and operations teams had to gather data from multiple systems, coordinate approvals, and manually format each quote. This slow, fragmented process delayed responses to new opportunities, weakened the firm’s competitive position, and limited its ability to pursue new business efficiently.

Solution

Casper Studios built an automated quoting tool that connects directly to the client’s CRM and pricing databases. The platform automatically fills in customer and pricing details, generates a proposal, and routes it for approval—all within one interface. The process now takes around two hours from start to finish.

Discovery Session

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creation opportunity.

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Book an Appointment

Or… send us a quick note

Discovery Session

Let's identify your next value

creation opportunity.

A brief, strategic call can determine how much value is locked inside your portfolio's operations.

Book an Appointment

Or… send us a quick note

Discovery Session

Let's identify your next value

creation opportunity.

A brief, strategic call can determine how much value is locked inside your portfolio's operations.

Book an Appointment

Or… send us a quick note