A few stories. Operations that stopped being the bottleneck.
Real implementations, real numbers. No fake screenshots, no empty testimonials.
Food & Beverage Multinational
From inconsistent approvals run over email, Excel and PDF to one structured platform across 37 countries.
A rigid legacy system was choking the operation, and investment approvals followed no consistent path — the rules shifted by country, amount, region, department and stakeholders involved. Every project demanded heavy financial documentation, and it all moved over email in Excel and PDF files, passed between dozens of people. The result: workflows fragmented region by region, scattered information, and leadership with little to no visibility into the investment projects in flight.
A custom platform that retired the legacy system and turned approvals into a single automated flow. Each project now routes itself — the platform reads country, amount, region and department, and sends it to the right approvers in the right order, with all financial documentation attached in-app instead of buried in email threads. Real-time dashboards give leadership live visibility into every project in flight, and we rolled it out region by region with structured training so adoption stuck.
Smile White — Commercial optimization
Sales exploded year over year — and a manual operation built for a small team couldn't keep up.
Sales exploded from one year to the next, and the sales team grew with them. What had worked with a handful of people fell apart at scale: thousands of calls a day, manual processes everywhere, and barely any tracking of what the team was actually doing. Nobody had a clear read on deal status or performance — leaving a tangled, inefficient funnel, an overloaded sales team, and no visibility into operational or commercial KPIs.
We rebuilt the funnel into clear, defined stages and automated the manual work that was drowning the team — calls and activities logged automatically, leads routed and assigned without anyone touching a spreadsheet, and follow-ups triggered on their own. Every deal now carries a live, accurate status. Operational dashboards track performance by rep and by stage, and proactive alerts flag deals that stall before they go cold.
Groups2Go — ERP + CRM for events
A corporate events agency growing faster than its fragmented tools and scattered spreadsheets could handle.
A Mexico City corporate events agency was hitting a growth ceiling. Its tools were fragmented, its processes inefficient, and with several events being planned at once, nobody had a full view of planning or logistics. There was no central place to track planning or manage spend — just emails and scattered Excel files — which meant weak financial control, little visibility into where money was going, and a real headache pulling expenses together for tax reporting.
A custom ERP + CRM that replaced the patchwork of tools with one system for planning, logistics and event management. Workflows are unified by activation type and scoped by role, so every team sees exactly what it needs across all the events running in parallel. Expenses are now tracked per event as they happen — giving real-time spend visibility, proper financial control, and reports that come out tax-ready instead of being rebuilt from scattered Excel files.
Is your case next?
If your operation is close to its limit, let's talk before it breaks.