Case STudies
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We equip mid-sized businesses with the same powerful tools, data, and strategies used by industry giants. Our proprietary data and technology help you uncover hidden opportunities, attract the right customers, and make smarter decisions to fuel your growth.
CAse Study 1
Pipeline Acceleration
Intro/Problem Overview
This leading provider of student transportation services was facing challenges in sourcing new contracts. Traditional methods of outreach were yielding limited results, and the company needed a more effective way to reach and engage decision-makers at school districts.
Solution
Stratify partnered with the company to develop a comprehensive lead generation strategy that leveraged data-driven insights and digital marketing expertise. The approach focused on building a "Want to Service" list of school district transportation contracts coming up for bid, enriching the list with key decision-maker contact information, and executing targeted digital marketing campaigns.
Approach
Stratify's B2B/B2C Lead Generation solution combined advanced data analytics with multi-channel outreach, including email marketing, social media advertising, and content marketing. The team crafted personalized messages that resonated with school district decision-makers, highlighting the company's value proposition and expertise in student transportation.
Outcome
The company's operating partner secured three new 7-year transportation contracts generating ~$1.3M in annual EBITDA, all originating from Stratify's digital outreach. This significant win demonstrated the effectiveness of the lead generation strategy and its potential to drive substantial revenue growth for the company. Additionally, the partnership with Stratify led to the ongoing expansion of the "Want to Service" list, providing the company with a continuous pipeline of new contract opportunities.
Approach
Data-driven lead generation
Multi-Channl outreach
Results
Three new 7-year contracts
$1M+ in new deals
CAse Study 2
Market Intelligence
Intro/Problem Overview
A leading operator of funeral homes and cemeteries was faced with a crucial decision: which existing markets should they prioritize for densification, and which new markets offered the greatest potential for expansion? With limited resources, they needed a data-driven approach to guide their M&A strategy and capital investments.
Solution
Stratify partnered with the company to develop a machine learning-driven market prioritization model. This model leveraged a vast array of external variables, including death rates, income levels, vaccination rates, and more, totaling over 800 factors for each market. By analyzing these variables and their correlation with the company's historical performance, the model aimed to accurately predict the potential success of future investments.
Approach
Stratify's Geographic Prioritization solution, powered by advanced machine learning algorithms, analyzed over 90 unique data sources and 4,500 variables across the United States. The model was customized to the company's specific criteria, ensuring the results were relevant and actionable. This data-driven approach provided the company with a clear roadmap for growth, eliminating guesswork and enabling confident decision-making.
Outcome
The model achieved an impressive 87% accuracy in identifying high-performing funeral home markets. the company leveraged these insights to prioritize their M&A opportunities and capital investments, focusing on markets with the highest potential for growth and profitability. This strategic approach led to significant improvements in operational efficiency and accelerated their expansion into new territories. The model also proved valuable for ancillary use cases, such as refining death volume projections for each market.
Approach
Built a custom algorithm using 90+ data sources
Leveraged machine learning model
Results
4,500+ variables identified
Build data model w/87% accuracy in identifying new markets
They now have a repeatable roadmap for continued expansion
CAse Study 3
Operational Efficiency
Intro/Problem Overview
A leading provider of fire and security solutions, was grappling with the challenge of managing data across multiple disparate systems. This fragmented approach hindered their ability to gain a holistic view of their business operations and make informed decisions.
Solution
Stratify implemented a CORTEX data platform to integrate the company's CRM, ERP, HR, and other key systems. This centralized platform allowed the company to consolidate their data, automate reporting, and gain actionable insights into their business performance.
Approach
Stratify's Business Intelligence Platform, powered by CORTEX, provided the company with a single source of truth for their data. The platform's advanced analytics capabilities enabled the company to track over 30 key performance indicators (KPIs), identify trends, and make data-driven decisions to optimize their operations. Additionally, the platform automated the reporting process, streamlining their communication with Access Holdings.
Outcome
The implementation of Stratify's Business Intelligence Platform transformed the company's operations. By integrating data from three unique systems, the company gained a comprehensive view of their business performance. This newfound clarity enabled them to identify areas for improvement, optimize their processes, and make more informed decisions. The automated reporting feature also saved valuable time and resources, allowing the company to focus on their core business activities.
Approach
Integration of CRM, ERP, HR + Other Sources
Implementation of CORTEX data platform to centralize operational view
Results
Ingested, cleaned and integrated data from 3 unique systems
Now tracking 30+ KPI's ensuring insights and operational efficiency