Client Success Stories
Real implementations. Real results. Real businesses saving thousands of hours per year.
Case Study #1
Manufacturing Company Cuts Invoice Processing Time by 94%
The Challenge
- 200 invoices/month from 50+ vendors
- Two AP clerks spending 30 hours/week on data entry
- Frequent errors requiring vendor follow-up
- Missing early payment discounts (2/10 net 30 terms)
- No visibility into approval bottlenecks
The Results
- 94% reduction in manual data entry time
- $18,500/year labor savings
- $4,200/year in captured early payment discounts
- Zero data entry errors after implementation
- 48-hour average approval time (down from 8 days)
The Solution
Implemented full Invoice Automation solution using Power Automate + AI Builder in their existing M365 tenant:
- Email integration: Vendors send invoices to dedicated email address → automatically saved to SharePoint
- AI extraction: AI Builder reads PDFs and extracts vendor name, invoice number, line items, totals with 98% accuracy
- Smart routing: Invoices under $1,000 route to department managers, over $1,000 require CFO approval
- Vendor management: New vendors automatically created in master list, existing vendors matched by tax ID
- QuickBooks sync: Approved invoices push to QuickBooks Online via API integration
- Escalation alerts: Approvers get Teams notifications, 48-hour escalation to backup approver if no response
Implementation Timeline
- Week 1: Discovery call, SharePoint setup, vendor data migration
- Week 2: Flow development, AI model training on sample invoices
- Week 3: Testing with real invoices, approval workflow customization
- Week 4: Team training, go-live, parallel run with old process for validation
“We were skeptical about AI accuracy, but after the first week we stopped checking its work. It’s more accurate than our team was manually.” — CFO, Mid-sized Manufacturing
Case Study #2
E-commerce Store Leaves Etsy, Doubles Profit Margins
The Challenge
- 400 products on Etsy, $150K annual revenue
- 9.5% total fees ($14,250/year lost to Etsy)
- Limited brand control and customization
- No customer email list ownership
- Risk of shop suspension (happened to competitors)
The Results
- $13,800/year saved in Etsy fees
- 85% of Etsy traffic followed to new site
- Built email list of 2,400 customers (first 6 months)
- Increased average order value by 22% with upsells
- Full brand control and custom checkout experience
The Solution
Complete Etsy-to-WooCommerce migration using custom automation engine:
- Data extraction: Pulled all 400 product listings, 1,200+ images, customer reviews, and order history from Etsy API
- WordPress setup: Clean WooCommerce install with mobile-optimized theme matching brand aesthetic
- SEO preservation: Configured 301 redirects from Etsy product URLs to new site, maintained Google rankings
- Image optimization: Batch-processed all product images for web performance
- Payment gateway: Stripe integration with lower fees than Etsy Payments (2.9% vs 3% + $0.25)
- Customer migration: Imported customer data, sent announcement email with 15% “welcome to the new site” discount
Migration Timeline
- Day 1-2: Data export from Etsy, WordPress/WooCommerce setup on VPS
- Day 3-4: Product import, image processing, category structure
- Day 5: Theme customization, payment gateway configuration
- Day 6: Testing checkout flow, shipping calculations, tax setup
- Day 7: DNS cutover, Etsy shop set to “vacation mode” with link to new site
“I was nervous about losing my Etsy traffic, but 85% of my customers followed me to the new site. And now I own my customer list—that’s worth more than the fee savings.” — Handmade Jewelry Shop Owner
Ready to Write Your Success Story?
Whether you need invoice automation, store migration, or custom Power Platform solutions, let’s talk about what’s possible.