Case studies
Composite outcomes from design-partner patterns. Named references are shared under NDA through the reference pack.
Global industrials — Cost Health pilot
Manufacturing
A single-entity Cost Health engagement produced board-ready Decision Records. The CFO held two spend commitments until evidence gaps were closed.
- Readiness checks used on every recommendation
- Spreadsheet and QuickBooks evidence
- Company sign-in required for finance users
Regional bank — Partner Edition
Financial services
A CPA firm ran a client workspace under Partner Edition with retention suited to the engagement and read-only access for auditors.
- Client workspaces kept separate
- Monthly monitoring cadence
- Offboarding export completed at engagement end
Consumer brand — margin decisions
Retail / CPG
Margin packages supported the pricing committee. Review notes were labeled as guidance only; leaders made the call.
- Overrides logged when moving from Hold to Ready
- Board package integrity checked
- No posting back to the ERP requested