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Case studies

Selected work.

Clients are not named, and details are kept general to protect client confidentiality. Each case describes the problem, what we did and what changed.

Practices
AI & Sales Systems · Marketing Strategy · Project Sourcing
Clients
Business-to-business only
AI & Sales Systems

A back-office platform for a professional-services firm

The problem

Client intake, contracts, billing and case files were tracked in separate tools, and deadlines depended on manual follow-up.

Result

100+ users now work in the system, and manual work for support staff is down about 50%. The system is being built in stages, and new modules are still rolling out.

What we did

  • Designed one system covering intake, contracts and e-signature, billing and reconciliation, case workspaces, a client portal and team reporting.
  • Added AI where it saves time: reading payment proofs and client documents, drafting daily reports, with a review step before anything is sent.
  • Released in stages through a test site, with role-based guides for staff.
Marketing Strategy · AI

A bilingual client newsletter program

The problem

One English newsletter went to a mostly Chinese-speaking readership, and engagement was low.

Result

Readers now receive the edition in their own language, and every issue is measured by edition, so topic choices rest on data.

What we did

  • Built a drafting workflow: AI drafts from a topic library, a fact-check step flags claims, and reviewers approve each issue.
  • Approved English issues are translated, and subscribers receive a Chinese or English edition.
  • Open and click rates are tracked for every issue, so topics can be compared.
Project Sourcing & Advisory

A project screening pipeline for a capital partner

The problem

A capital partner needed a steady flow of screened real estate development opportunities in a format its committee could decide on.

Result

Every opportunity arrives in the same format, so the client can compare projects side by side and decide faster.

What we did

  • Agreed on screening criteria with the client before sourcing began.
  • Set up a tracked pipeline, a standard tear sheet and sponsor profile, a capital stack overview and a comparison matrix.
  • Prepared a bilingual questionnaire so sponsors provide the same information in the same format.

Case descriptions are shared in general terms only. Siru Consulting does not offer or solicit investments of any kind.

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