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All Analyst Mention / Award 5 Blog 65 Case Study 244 Newsletter 10 Press Release 16 Webinar / Event 39 Whitepaper / eBook 20

Why case studys from Mergen?

Built by the team actually doing the work.

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Measured outcomes

Every case study lists hard outcome metrics โ€” cycle time, cost, quality, NPS โ€” not soft win statements.

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Tier-1 enterprise scope

Programmes spanning Fortune-500 banks, top-10 insurers, global manufacturers, 32-hospital health systems.

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Reusable patterns

Each transformation distills into a repeatable architecture pattern โ€” codified in our delivery library.

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Case Studys โ€” page 9 of 11

244 total
Case Study ยท Healthcare

Hospital System: Power Platform Apps for Clinical Workflows

A hospital system shipped 32 Power Platform apps for niche clinical workflows that didn't justify EHR customization. Clinician hours reclaimed: 14,000+ annually.

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Case Study ยท BFSI

Insurance Carrier: Power Platform Automation Across Claims-Side Workflows

An insurance carrier automated 47 claims-side workflows on Power Platform โ€” workforce-allocation, third-party requests, escalations. 28,000 claims-handler hours reclaimed annually.

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Case Study ยท BFSI

Tier-1 Bank: Microsoft 365 Copilot for Relationship-Manager Productivity

A tier-1 bank deployed Microsoft 365 Copilot to 4,200 relationship managers. Time on prep work down 38%; client-facing time up 22%.

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Case Study ยท BFSI

Fintech Scale-Up: AWS Migration with PCI-DSS Compliance from Day One

A scaling fintech migrated from a managed-hosting provider to AWS while achieving PCI-DSS Level 1 compliance. Migration completed in 6 months with…

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Case Study ยท Manufacturing

Industrial Manufacturer: AWS IoT + Data Lake for Plant Telemetry

An industrial manufacturer built AWS IoT pipelines + data lake covering 240 plants. Predictive-maintenance models on the data lake reduced unplanned downtime…

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Case Study ยท Retail

Specialty Retailer: GCP-Based Customer Analytics Platform

A specialty retailer rebuilt its customer analytics platform on Google Cloud (BigQuery + Vertex AI). Personalization model accuracy up 34%; campaign ROAS…

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Case Study ยท Healthcare

Health System: Multi-Cloud Disaster Recovery (Azure โ†’ AWS)

A health system architected multi-cloud DR with Azure as primary and AWS as DR. RTO compressed to 90 minutes; RPO under 15…

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Case Study ยท Technology

SaaS Company: 30% Cloud Cost Reduction via FinOps Practice

A scaling SaaS company embedded a FinOps practice combining Mergen tooling and process. Cloud spend reduced 30% in 6 months without service…

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Case Study ยท BFSI

Tier-1 Bank: Predictive Analytics for Real-Time Fraud Detection

A tier-1 bank built real-time fraud-detection ML models scoring 4M transactions per hour. Fraud losses reduced 41%; false-positive rate dropped from 11:1…

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Case Study ยท Public Sector

State Government: Microsoft 365 + Teams Rollout to 75,000 Employees

A state government rolled out Microsoft 365 + Teams to 75,000 employees across 14 departments. Productivity baseline established; collaboration metrics up 47%.

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Case Study ยท BFSI

Global Insurer: Now Assist for Claims Triage at Scale

A global insurer deployed Now Assist on 2,400 claims-handler workstations. AI-assisted triage routes claims with 91% accuracy; handle time down 33%.

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Case Study ยท Telecom

Telco NOC: Now Assist Summarization for Network-Operations Tickets

A telecom carrier embedded Now Assist into the NOC workflow โ€” summarizing related-incident chains and suggesting next-best diagnostic actions. Engineer onboarding-to-productive time…

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Case Study ยท Manufacturing

Industrial Distributor: Salesforce Sales Cloud Across 1,800 Distributors

An industrial-products manufacturer deployed Sales Cloud across 1,800 distributors with custom partner-portal flows. Distributor-quoted revenue up 18% in 2 quarters.

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Case Study ยท BFSI

Insurance Carrier: Broker Portal on Sales Cloud + Experience Cloud

A specialty insurer rebuilt broker engagement on Salesforce Sales Cloud + Experience Cloud. Broker submission volume up 41% in year one.

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Case Study ยท Technology

B2B SaaS Co: Service Cloud Replacing 4 Disconnected Support Tools

A high-growth B2B SaaS company replaced 4 disconnected support tools with Salesforce Service Cloud. CSAT up 18 points; agent capacity up 32%.

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Case Study ยท Telecom

Telco Enterprise Tier: White-Glove Service Cloud for Top-100 Accounts

A telecom carrier built a white-glove Service Cloud experience for its top-100 enterprise accounts with named technical-account managers and 24ร—7 dedicated escalation.

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Case Study ยท Technology

B2B SaaS: Marketing Cloud Journey Orchestration Across Trial โ†’ Paid โ†’ Expand

A B2B SaaS company built end-to-end Marketing Cloud journeys spanning trial signup โ†’ paid conversion โ†’ expansion. Trial-to-paid conversion up 28%.

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Case Study ยท Healthcare

Regional Health Plan: Member Engagement on Marketing Cloud

A regional health plan deployed Marketing Cloud for member engagement on preventive-care campaigns. Annual wellness-visit completion up 23%.

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Case Study ยท Retail

Apparel Brand: Headless Commerce on Salesforce Commerce Cloud + OMS

A specialty apparel brand replatformed on Salesforce Commerce Cloud with headless front-end + unified OMS. Conversion up 32%; inventory accuracy 97%.

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Case Study ยท BFSI

Wealth Manager: Einstein Next-Best-Action for Advisor Productivity

A wealth manager deployed Einstein Next-Best-Action across 3,400 advisors. AUM growth from existing clients up 14%; advisor satisfaction with tooling up 28…

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Case Study ยท Public Sector

Federal Agency: Azure Secure Landing Zone for FedRAMP Workloads

A federal agency deployed an Azure secure landing zone aligned to FedRAMP High. Migrated 38 workloads in 9 months with zero compliance…

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Case Study ยท Healthcare

Multi-State Health System: Azure Clinical Data Platform

A multi-state health system built an Azure-based clinical data platform unifying EHR, claims, and operational data. Population-health analytics queries that took hours…

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Case Study ยท Manufacturing

Industrial Conglomerate: Strategic Portfolio Management on $1.2B Capital Projects

An industrial conglomerate moved its $1.2B annual capital-projects portfolio from spreadsheets to ServiceNow SPM. Portfolio re-allocation cycles compressed from quarterly to weekly.

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Case Study ยท BFSI

Investment Bank: SOAR Playbooks for Financial-Fraud Detection

An investment bank deployed ServiceNow SecOps with SOAR playbooks specifically tuned for financial-fraud signal patterns. Fraud-related incident response time dropped 78%.

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