Representative Engagements
Case studies across our core services
Illustrative examples of how ApexEra engagements translate into measurable financial and strategic outcomes — one for each of our most-requested services.
4.1.1
Application Technology Portfolio Rationalization & Roadmapping
Mid-Market Industrial Manufacturer · $380M Revenue
Challenge
A decade of acquisitions left 340+ applications with no single source of truth for ownership, cost, or usage. Roughly 75% of the IT budget went to maintenance, starving innovation, and leadership had no defensible basis for what to keep, consolidate, or retire.
Engagement
A 10-week rationalization program: consolidated the application inventory, scored each system on technical health and business value, applied TIME/6Rs dispositions, mapped applications to business capabilities, and built a TCO model and a wave-sequenced 3-year roadmap.
347 → 210
Target application count
22%
Run-cost reduction identified
$3.1M
3-year projected savings
4.2.1
AI Cost Accounting & ROI Framework Deployment (AIPA-F™)
PE-Backed Healthcare SaaS Platform
Challenge
AI spend of ~$4.2M/year was spread across three cloud providers, API tokens, and AI SaaS add-ons with zero attribution. Ahead of a new funding round, the board demanded clear ROI visibility that the team simply could not produce.
Engagement
An 8-week AIPA-F™ deployment plus ongoing retainer: built a complete AI spend inventory, designed a cost-attribution architecture mapping spend to business units and workflows, modeled token and agent unit economics, and stood up an AI ROI scorecard with governance guardrails.
100%
Of AI spend attributed to owners
28%
Token cost reduction
$1.2M
Annualized savings
4.2.2
Agentic Workflow ROI & Design Advisory
National Insurance Claims Operation
Challenge
The organization was rolling out AI agents for claims intake and triage but faced an unresolved make-vs-buy decision (Copilot vs. custom), unpredictable per-task costs, and six redundant pilots running in parallel across teams.
Engagement
A 6-week advisory: identified agentic opportunities against business capabilities, modeled per-task and per-workflow costs, ran a make-vs-buy and human-in-the-loop trade-off analysis, consolidated overlapping pilots, and optimized vendor token commitments.
3.4x
Projected ROI on prioritized workflows
35%
Lower cost-per-claim on automated paths
$600K
Redundant build avoided
4.3.2
Platform & Technology Roadmapping
Series C B2B FinTech Platform
Challenge
Rapid growth had outpaced the architecture, leaving fragmented platforms and an escalating cloud bill. With a Series D on the horizon, the board wanted a defensible 3-year technology investment plan it could underwrite.
Engagement
An 8-week roadmapping engagement: mapped business capabilities to platforms, designed a consolidation strategy, applied a build/buy/partner decision framework, sequenced and prioritized investments, and produced architecture decision records and board-ready materials.
5 → 2
Core platforms consolidated
18%
Projected infrastructure cost avoidance
3-yr
Board-approved investment plan
4.4.2
Fractional Enterprise Architect
Regional Bank · $2.5B in Assets
Challenge
The bank had a capable CIO but no senior enterprise architecture function. Solution selection was ad hoc, technical debt was compounding, and there were no architecture standards or governance to guide investment decisions.
Engagement
A fractional EA embedded two days per week over 12 months: established a TOGAF-aligned EA framework, stood up and chaired an architecture review board, built a patterns library, instituted technical-debt governance, and ran an EA tooling assessment (LeanIX).
100%
Of new solutions under ARB governance
30%
Reduction in redundant tooling spend
2 days/wk
Embedded senior EA leadership
Your Engagement
Every engagement starts with a defined financial outcome
These are representative of the work across ApexEra Consulting's four practice areas. We scope each engagement to your portfolio, your AI footprint, and your leadership gaps — then stay embedded until the value is real.
Schedule a Discovery CallCase studies shown are illustrative composites created to demonstrate ApexEra’s service approach and the types of outcomes clients can expect. Figures are representative, not records of specific named clients.