Background & Client Profile
Who: A rapidly growing SaaS company aiming to streamline internal operations without expanding headcount.
Pain Points: Repetitive manual workflows, fragmented data sources, slow reaction times on insights, and mounting operational costs.
Challenge
Disjointed data entry from multiple sources causing bottlenecks.
Time-consuming manual processes sapped team energy.
Lack of real-time insights hindered agile decision-making.
Scaling operations was proving expensive and inefficient.
The Unbound Solution
Unbound’s workflow automation platform offered a structured, three-step framework:
Input Data
Unifies data from diverse tools and sources—eliminates messy manual gathering.AI Automation
Employs intelligent triggers and ML to auto-process, flag, and act on routine tasks.Analyze & Optimize
Generates real-time dashboards and analytics—enables iterative refinements.
Results & Metrics
35% faster workflow execution within the first quarter.
40% reduction in operational costs, thanks to reduced manual labor and smarter task routing.
65% target sales attainment, up from a previous 40% baseline (as hinted in the dashboard graphic).
Internal teams shifted focus from “doing data” to “acting strategically.”
"Unbound freed us from busywork. Automated workflows deliver insights faster—and cheaper—so our team can concentrate on growing the business."
- Amanda Reyes, Founder & CEO