Agencies
612 customers · creative, performance, and product studios
Resource scheduling, retainers, and the weekly margin meeting that nobody wanted to run. We read six of those case studies below.
Read agency cases →Customers — Case Studies — Volume IV
A working dossier of the operators who replaced their patchwork of spreadsheets, Slack threads, and half-built project tools with one operating system. No vendor pitches below — only receipts, with names where customers have given us permission and named figures where they have not.
Edited by the Mostick research desk · Updated quarterly
The numbers, before the stories.
Section II · Proof Lanes
Four verticals account for the bulk of Mostick’s installed base. Each panel below opens into a set of named and anonymized case studies, organized by where you sit — not where we want you to be.
612 customers · creative, performance, and product studios
Resource scheduling, retainers, and the weekly margin meeting that nobody wanted to run. We read six of those case studies below.
Read agency cases →421 customers · strategy, IT, and engineering partners
Bench management, time-to-bill, and the recurring nightmare of the post-engagement retrospective no one writes down. Below, in their words.
Read consultancy cases →388 customers · multi-location dental, PT, and specialty care
Provider rosters, no-show reconciliation, intake-to-claim workflows, and the reporting package your COO stops avoiding on Mondays. Below.
Read clinic cases →419 customers · HVAC, inspection, and on-site maintenance
Dispatch-to-invoice handoffs, parts and labor reconciliation, and the technician’s day that the spreadsheet never quite captured. Below, line by line.
Read field-service cases →
Marquee Case Study · Clinics, North America
The subject is a multi-site dental and specialty care operator with 412 staff across the U.S. Midwest. Before Mostick, operations lived in twelve shared workbooks, two intranets, and a Monday-morning call that reliably ran past lunch.
Intake-to-claim reconciliation was a multi-day exercise run in Excel against three different exports. Provider scheduling was negotiated in a private channel nobody else could see. The Monday ops review was a 90-minute slideshow reconstructed from whatever someone had screenshotted the night before.
Mostick replaced the patchwork with one operating system: a single intake workflow used across all fourteen sites, an automated provider-roster module that surfaced capacity gaps before they became scheduling fires, and a reporting package that took the Monday meeting down to nineteen minutes.
They did not replace their operations staff. The 41% cost reduction came from eliminating re-work and three open reqs the team had quietly stopped trying to fill — not from automation pretending to be people.
Section III · Four more operators
Selected from Mostick’s public case library. Where customers asked to remain anonymous we have used operational descriptors; the figures are reported to us by the customers themselves and have not been independently audited by Mostick.
Replaced a six-spreadsheet retainer model with Mostick’s pre-mapped agency workflow library and stopped rebuilding the same dashboard every Monday.
“We were paying two people full-time to assemble a report nobody read past page two. They are still on the team — they are doing work that actually compounds.”
Bench management and time-to-bill moved out of three Notion databases and a Slack thread. The post-engagement retrospective finally got written down.
“The honest version is we got our existing ops team back. We didn’t replace them with software and we didn’t need to hire a third person to hold the system together.”
Intake, eligibility, and provider-roster workflows were standardized across all six sites; the finance team reclaimed Friday evenings and reclaimed accuracy on Monday morning.
“Our ops manager had not had a Friday evening in five years. That alone paid for the contract.”
Parts, labor, and customer commitments were unified in one workflow; technicians stopped re-keying the same job into three systems and the AR team stopped chasing paperwork.
“The dashboards we’d been promising the owner for two years finally showed up — and they were accurate.”
Looking for a peer in a specific sub-vertical — e.g., ophthalmology groups, structural engineering firms, commercial cleaning networks? Browse the full customer index or book a demo and we’ll pull the most relevant references during the call.
“The honest pitch is the unsexy one. We stopped leaking margin because we stopped paying people to do the same reconciliation twice in three different tools. Nobody got replaced. The work just stopped being a copy-paste exercise, and the team got to do the parts of the job they were actually hired for.”