Case Studies

What Consultia engagements look like in practice. Client names are confidential; these are representative composites of our engagement patterns, and reference calls are available on request during the sales process.

Business Process Automation · Mid-market manufacturer (~200 employees)

Invoice processing that runs itself

The challenge: A three-person AP team was keying invoices by hand from email into the ERP. Errors caused monthly reconciliation pain, and every growth plan started with "hire another AP clerk."

What we did: Process redesign, document extraction automation, and a direct ERP integration with human review only on exceptions — delivered incrementally alongside the existing workflow, so nothing stopped while we built.

55% reduction in manual invoice handling within the first quarter
Processing cycle time cut from six days to under one
AP headcount held flat through a year of double-digit growth

Dealer Management Solutions · Multi-rooftop automotive group

Every internet lead answered in minutes

The challenge: Leads from the website and third-party marketplaces sat unanswered for hours across stores. Follow-up depended on individual salespeople, and management had no group-wide view of the pipeline.

What we did: Sales pipeline automation integrated with the group's existing CRM, automated first-response and follow-up sequences, and a real-time dashboard per rooftop and for the group office.

First-response time cut from hours to minutes
18% lift in booked showroom appointments
Group-wide pipeline visibility for the first time — no chasing reports

Enterprise Security & Compliance · Professional-services firm (~80 employees)

Enterprise security reviews, passed without fire drills

The challenge: Larger clients were sending detailed security questionnaires, and deals were stalling. Security practices existed but were informal, undocumented, and inconsistent across teams.

What we did: Secure-SDLC practices embedded into their development workflow, CI/CD pipeline hardening, GDPR-aligned data-flow documentation, policy development, and staff security awareness training.

Client security reviews passed with zero critical findings
Questionnaire turnaround cut from weeks to days
A documented, defensible security posture that now helps close deals

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