Case Studies

Operational Transformation in Action

From AI automation to HubSpot, LiveVox & Zendesk — see how AED Solution turns complex operations into scalable growth systems.

Every engagement begins with clarity and ends with measurable improvement. Explore how AED Solution helps organizations integrate AI, optimize CRMs like HubSpot and Zendesk, and design operational systems that scale with intelligence and precision.

FINANCIAL SERVICES CONTACT CENTER TRANSFORMATION

AED Solution led a full operational transformation for a financial services contact center, integrating advanced technology and data-driven performance systems to scale without increasing headcount.
CHALLENGES Limited capacity, 54 % abandon rate, no visibility.
SOLUTION Implemented the LiveVox platform, rebuilt workflows, introduced scheduling and KPIs, and created a performance-feedback loop.  
RESULTS

 

16X

49%

2.5X

INCREASE IN CALL CAPACITY
REDUCTION IN ABANDON RATE
REVENUE GROWTH
Contact center performance dashboard showing transformation from 54% to 5% abandon rate through systems architecture improvements including intelligent call routing, capacity planning, and real-time monitoring—achieved without changing team size or composition
 
This transformation turned reactive operations into an intelligent, measurable system driving record profitability.
AI adoption roadmap visualizing AED Solution’s intelligent automation framework — integrating scheduling, reporting, and client communications into one scalable system that reduced administrative overhead by 50% and improved workflow consistency
AI Adoption Roadmap

SERVICE BUSINESS

Developed comprehensive roadmap integrating automation tools across scheduling, reporting, and client communications.

RESULTS 50% reduction in administrative overhead and improved service delivery consistency.

HubSpot CRM automation visualization representing AED Solution’s unified marketing, sales, and client operations system — improving pipeline visibility, ROI tracking, and cross-team collaboration through workflow automation.
CRM & Workflow Automation

HUBSPOT INTEGRATION

Unified marketing, sales, and client operations on HubSpot with intelligent automation.

RESULTS Higher pipeline visibility and measurable ROI.

Go-to-market system visualization for AED Solution’s regulated-product client — integrating compliance tracking, production readiness, and launch dashboards for data-driven execution and faster time-to-market.
Go-to-Market System

REGULATED PRODUCT

Built cross-functional launch plan aligning regulatory, production, and market readiness.

RESULTS On-time launch with full compliance and integrated tracking dashboards.

Featured Insight  

" THE DATA BEHIND SMARTER DIGITAL MARKETING STRATEGIES" 

In this article, AED Solution’s founder shares how operational systems thinking improves marketing ROI.  
 
 
SMARTER STRATEGIES, REAL RESULTS

Ready to Scale Smarter, Not Harder?

Let’s discuss how AED Solution can help you streamline operations, optimize performance, and drive measurable growth.

 

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