Proof of Execution
Real clients. Shipped outcomes.
Selected case studies across all five Revuity Systems service lines — AI Advisory, PE Architecture, Digital Transformation, Venture Studio, and Private Label SaaS.
Multi-Agent Support Copilot
“Cut tier-1 support ticket volume in half with a retrieval-augmented agent wired into the customer's existing ticketing stack.”
The support team was drowning in repetitive account, billing, and how-to tickets. Previous attempts to bolt on a chatbot had produced confident-but-wrong answers, eroded trust with customers, and required the team to babysit the bot instead of reducing load. Leadership wanted agentic automation — but only if it came with measurable accuracy guardrails and a clean escalation path to humans.
We ran a two-week strategy sprint to map the top 20 ticket intents, then deployed a RAG pipeline grounded in the client's help center and internal runbooks. A router classifies intent and hands off to specialized sub-agents (billing, onboarding, integrations). Every answer ships with a confidence score; anything below threshold is escalated to a human with full context pre-loaded. We built an eval harness so the team can regression-test the agent every time the knowledge base changes.
- 52% reduction in tier-1 ticket volume within the first 60 days.
- First-response time dropped from 4h 20m to under 90 seconds.
- 94% answer accuracy measured against a 500-ticket eval set.
- Zero hallucinated policy answers since launch (grounded retrieval only).
Portfolio-Wide Ops Rollup
“Unified seven acquired operating companies onto a single reporting and billing architecture — preserving value capture and clearing the path to an add-on exit.”
A rollup had acquired seven businesses across commercial services, each running its own ERP, billing platform, and custom spreadsheets. Monthly close took 21 days. The operating partner couldn't produce a portfolio-level P&L without three analysts stitching exports together, and the CFO was nervous about diligence for the next capital raise.
We ran a 3-week architecture diagnostic across all seven portcos, mapping data flows and identifying three systems of record that would anchor the new stack. We designed a phased consolidation: a shared data warehouse fed by portco source systems, a unified chart of accounts, and operator dashboards scoped per portco with a rollup layer on top. Billing migrations were staged portco-by-portco so no company went dark. Every change shipped with runbooks so in-house ops could take it over.
- Monthly close reduced from 21 days to 6 days across all portcos.
- Portfolio-level P&L generated in under 20 minutes — previously 3 days of analyst work.
- $840k in annualized software license savings from platform consolidation.
- Diligence-ready data room produced in a week for the follow-on raise.
Legacy ERP Modernization
“Turned a fragile on-prem ERP and a wall of Excel macros into a phased cloud roadmap — without a forklift upgrade or a six-figure consulting retainer.”
A 40-year-old manufacturer ran its shop floor, order management, and AR on a heavily customized on-prem ERP that only two retiring engineers knew how to maintain. Previous modernization pitches from big-name consultancies came in at $1.2M+ and an 18-month timeline. Leadership needed a credible, staged plan they could actually fund out of operating cash flow.
We ran a 2-week assessment covering the tech stack, the team's skill ceiling, and the customer-facing systems most exposed to failure. Then we built a 6-quarter roadmap: de-risk first (daily off-prem backups + a warm standby), then replace the weakest modules (order entry, AR) with cloud-native equivalents, then modernize the core. No big-bang cutover. Each quarter ships a shippable win, funded as a discrete engagement. We also trained an internal team so the client could own the journey after Q2.
- Replaced order entry and AR in the first 11 weeks — 100% of orders flowing through the new system.
- Eliminated the single-person-dependency on legacy ERP maintenance.
- Total program budget 68% below the original big-consultancy bid.
- Internal ops team now leading the Q3 and Q4 phases without outside help.
Business Command
“A clarity-first project management SaaS — Kanban, Gantt, time tracking, and billing in one lightning-fast SPA — designed to replace the agency tool stack, not add to it.”
The founder had spent two years using a patchwork of Asana, Harvest, and Excel to run a service business. Every tool owned a slice of the workflow; none owned the whole picture. Clients were invoiced late, utilization reports took half a day, and the team hated the context-switching. The founder wanted a single product that made profitability visible in real time without intimidating the creatives who had to use it daily.
We ran a 1-week product sprint to lock scope to the three workflows that actually moved revenue: task tracking, time-to-invoice, and utilization reporting. Architecture used React with a real-time Postgres-backed schema, shipped as a single-page app so every view felt instantaneous. The billing module syncs with tracked time automatically, turning timesheets into invoices with one click. We built it as a standalone SaaS the founder now operates independently.
- Replaced 3 legacy tools (Asana, Harvest, Excel) for the pilot agency.
- 40% reduction in project scoping time.
- Live in production and actively managing agency retainers.
- Shipped end-to-end in 4 weeks from kickoff to first paying customer.
ProHired for a Staffing Operator
“A regional staffing firm licensed ProHired as their own branded candidate-matching platform — going to market with an AI product in weeks, not quarters.”
A 40-person staffing firm was losing deals to VC-funded competitors that marketed AI-powered matching. Building something equivalent in-house was a 12-month, $500k+ project they couldn't justify. They needed an AI-native candidate platform on their domain, in their brand, and in their pricing model — fast enough to pitch at a trade show eight weeks out.
We licensed ProHired — our AI-powered resume and job-discovery platform — under a private-label agreement. Their team got a branded instance with custom domain, logo, palette, and email templates in under three weeks. We migrated their existing candidate database, configured their industry-specific scoring weights, and trained their account managers on the admin console. They own the customer relationship, their data, and their pricing. We handle the core platform and ongoing updates.
- On stage at the trade show with a branded AI product 3 weeks after signing.
- Closed 14 new accounts in the first quarter post-launch.
- Zero engineering headcount required — operated by their existing ops team.
- License cost came in at 4% of the estimated in-house build.
ServiceFlowAI for a Home-Services Rollup
“A holding company deployed ServiceFlowAI across four portco brands as a shared operations layer — unified dispatch, quoting, and customer automation under each brand's own logo.”
The holding company had acquired four home-services brands (HVAC, electrical, plumbing, landscaping) and wanted to pull ops leverage without forcing rebranding. Each brand kept its identity, website, and customer relationship, but the owner wanted a shared agentic operations layer for quoting, scheduling, and follow-up. Building four SaaS products was out of the question. Buying four off-the-shelf tools meant four integration projects.
We licensed ServiceFlowAI as a multi-tenant private label. Each of the four brands got its own branded portal, custom domain, and white-labeled customer emails — all running off a single tenant backbone. Quoting automation was tuned per vertical; the dispatch agent was shared. We wired their existing CRM exports into a unified customer view for the holding company, while each brand's frontline team sees only their own accounts. Rebrandable updates roll out once and propagate to all four tenants.
- Deployed across 4 branded tenants in 6 weeks — a single integration, not four.
- 31% faster quote turnaround across all four brands.
- Holdco-level visibility into portfolio ops without disrupting brand identity.
- One engineering relationship instead of four — meaningful TCO reduction for the holdco.
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While our core products solve specific problems, our specialized teams are available for architectural advisory, custom AI builds, and venture partnerships.