CASE STUDY

Customized Energy Solutions (CES)

Industry: Energy Services (Wholesale & Retail operations)

  • Size: ~$50M–$100M revenue, ~300 employees

  • Initial Wrong Thought: “We should add some AI tools to help with customer service and reporting.”

  • Why Wrong: Tools would have been fragmented, outdated, and solved the wrong problems (chatbots that break, dashboards nobody uses, more work for staff).

  • WhatIf Approach: Full AI Strategy Blueprint (1 Day), ranked priorities across divisions, then phased rollouts (1 Quarter, 1 Year).

This is the difference between a random chatbot project that fails vs. a strategic partner who designs, builds, and proves exponential ROI.

    • Client: Customized Energy Solutions (CES), ~$75M revenue, ~300 employees.

    • Sector: Energy services, serving both wholesale energy operators and retail clients.

    • Core Problem in a Sentence: Manual, fragmented processes across retail/wholesale made scaling impossible.

    • Transformation in a Sentence: From manual bottlenecks and missed opportunities → to an AI-powered, scalable company with exponential ROI.

    • Operational inefficiencies: Manual customer support, manual ticket resolution, manual meter validation, and manual EDI error handling.

    • Data silos: Salesforce, HubSpot, SCADA, and support systems didn’t talk to each other — leading to errors, double work, and lost insights.

    • Scalability limits: Wholesale couldn’t handle more clients without adding headcount; retail couldn’t compete with larger rivals.

    • Missed opportunities: No predictive analytics, no proactive client retention, no automated insights for client conversations.

      • Labor: Thousands of operator hours freed by automating ticket resolution, meter validation, and EDI error handling.

      • Revenue: 20–30% boost in conversions = $100K+ new revenue Year 1.

      • Compliance: Reduced errors, avoided penalties.

      • Scalability: Could double asset base without doubling headcount.

      • Culture: AI council established; CES now seen internally as “ahead of competitors.”

WhatIf Solution (1–1–1 Formula)

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What: In a single day, CES received a complete AI Success Blueprint — mapping every process, ranking solutions by ROI, and sequencing implementation.

  • Why Different: Instead of “pick a chatbot vendor,” CES left with a ranked playbook that ensured solutions worked together and compounded.

ROI Calculation: Quantified annual labor savings, churn reduction, compliance risk avoidance, and sales conversion lift. Identified $500K–$1M in potential upside Year 1.

1
Day

Solutions Built:

  • Automated customer support chatbots (20% ticket reduction).

  • HubSpot-Salesforce integration (20–30% higher conversion).

  • Automated client data insights for support reps (5 hours/week saved per agent).

  • Proof: Tools were measured against baseline labor costs and conversion data.

ROI Calculation: For example, 10 hrs/week saved × 50 staff × $50/hr = $1.3M annualized savings vs. $250K cost → >5x ROI.

1
Quarter

Solutions Built: Predictive sales analytics, semi-automated meter validation, AI-driven EDI error handling, and long-term forecasting.

  • Why It Worked: Each tool was selected, ranked, and integrated into the others — compounding instead of conflicting.

ROI Calculation: Combined efficiency savings + churn reduction + new revenue → 125% ROI Year 1 (~$120K savings + $150K new revenue vs. $110K project costs).

1
Year

CLIENT FEEDBACK

“If we had gone tool-first, we’d be stuck in another broken system. The Blueprint showed us the right order, and every project built on the last.”

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