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Results. No "Tech Fluff"

Case Studies

See how we help Boston businesses fix broken workflows, recover lost cash, and secure their data.

Most businesses we meet are successful despite their technology, not because of it. They have grown by adding one tool at a time. A new app here or a spreadsheet there eventually becomes a patchwork of disconnected systems that create more work than they save.

At Sagacity, we don't just patch the holes. We look at the architecture of your entire business to understand where your data lives, how your money moves, and where your time goes.

Below are three real-world examples of how we moved Boston businesses from "operational chaos" to "strategic clarity."

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Systems Integration

The "Paper Clipboard" Killer

Saving a Manufacturer $30k/Year

  • Industry: Precision Manufacturing
  • Service: Systems Integration

The Challenge

The client was producing high-tech parts but tracking them with 1990s tools. Floor managers wrote counts on paper clipboards, then manually typed them into Excel. Data was always 48 hours old and prone to typos.

The Sagacity Solution

We didn't rip out their expensive ERP. We built a "bridge":

  • Replaced clipboards with simple tablets running a Microsoft Power App.
  • Built validation rules that block "impossible" numbers (like >100% yield) before they are submitted.
  • Used Power Automate to push data instantly into the ERP, no typing required.

The Bottom Line

  • 100% Elimination of manual data entry for Finance.
  • Real-Time Inventory: From 48-hour lag to instant visibility.
  • ROI: Recovered 12 hours/week of management time (~$30k/year).

"We were about to abandon Salesforce because the data was so messy. Sagacity didn't just fix the connection to our ERP; they redesigned our entire lead-to-cash workflow. We saved 15 hours a week of manual data entry in the first month."

-VP of Sales, Logistics Company

vCTO Advisory

The "Zombie Stack" Audit

Cutting $15k in Wasted Software Spend

  • Industry: Logistics & Distribution
  • Service: vCTO Advisory
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The Challenge

After rapid growth, a logistics firm lost control of their tech stack. They were paying for 50+ SaaS licenses, many for employees who had left years ago. It was a "Zombie Stack", dead accounts eating live budget.

The Sagacity Solution

We performed a "Ruthless Tech Audit":

  • Mapped every credit card charge to a specific tool and user log.
  • Cancelled unused tools and consolidated three apps (Slack, Trello, Zoom) into the Microsoft 365 ecosystem they were already paying for.
  • Identified and closed 12 "Ghost Accounts" that still had access to company data.

The Bottom Line

  • Cancelled $1,200/month in unused subscriptions ($14.4k/year).
  • Closed glaring security holes left by former staff.
  • The team now operates on one unified platform instead of five.

"I used to dread IT invoices because I never knew what I was paying for. Sagacity audited our stack, cut $12k in unused licenses, and gave me a roadmap I actually understood. It feels like having a CIO down the hall."

-Founder, Manufacturing Firm

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Bookkeeping

Curing "Profit Blindness"

From Cash Flow Panic to 18-Day Payments

  • Industry: Creative Agency
  • Service: Bookkeeping

The Challenge

A growing agency had high revenue but zero visibility. Bookkeeping was done once a year for taxes ("Shoebox Accounting"). The owner was flying blind for 11 months, unable to see which projects were actually profitable.

The Sagacity Solution

We moved them to "Systematic Accounting":

  • Migrated to QuickBooks Online with automated bank feeds.
  • Integrated their Project Management tool with Invoicing to track "Hours vs. Revenue" per client.
  • Automated AR reminders to chase unpaid invoices without awkward emails from the owner.

The Bottom Line

  • Reduced Days Sales Outstanding (DSO) from 45 days to 18 days.
  • Identified and fired 3 "bleeding" clients that were losing the firm money.
  • The owner now gets a "Financial Health Pulse" email every Friday.

"For years, I ran my business based on my bank balance because my P&L was always 45 days old. Now, I get a snapshot on the 5th of the month. I finally know which product lines are actually profitable."

-CEO, Digital Agency

Is Your Business Growing Faster Than Your Systems?

You’ve seen how we fixed the "duct tape" problems for others. Let's find out where your biggest efficiency gaps are hiding.

Book a Systems Discovery Call

 

No sales pressure. Just a 15-minute look at your current stack.