Case Study Briefs
Real Results. Proven Systems. Trusted Expertise.
At Platinum Business Consulting, we don’t just consult — we partner.
From manufacturing and construction supply to software and services, we help small to medium-sized businesses solve problems, build systems, and drive performance.
Our track record spans 30+ years and dozens of business transformations.
The following case study briefs highlight the measurable success our clients have achieved using our methods, systems, and strategies.
1. CRM Implementation + Sales Process Transformation
Industry:
Building Materials
Challenge:
No unified system for managing leads, quotes, or performance metrics.
Solution:
Implemented Zoho CRM and Salesforce with a custom project tracking module, daily productivity metrics, and territory accountability processes.
Results:
- Over $16M in project quotes in the first year $2.5M+ in direct sales with 40%+ gross margin
- Enhanced forecasting and real-time sales tracking
2. Sales Growth Through Strategic Distribution Expansion
Industry:
Outdoor Living Products
Challenge:
Limited distribution reach and unclear partner strategy.
Solution:
Created a 1-step pricing model, added 4+ new distribution partners, and developed CRM-backed onboarding and reporting.
Results:
- 42% YoY sales growth
- Expansion into 20+ new distribution locations Improved dealer engagement and partner retention
3. Sales System Overhaul + Tech Stack Optimization
Industry:
Manufacturing – Coatings
Challenge:
Inefficient sales team and no measurable process in place.
Solution:
Deployed Salesforce CRM, implemented automated marketing, created internal training academy, and integrated CTI phone tracking.
Results:
- 28% average sales growth over 3 years
- 36% increase in daily sales activity
- Secured $2M+ in Fortune 500 contracts
4. P&L Turnaround + Branch Optimization
Industry:
Metal Building Components Manufacturing
Challenge:
Unprofitable operations, poor AR management, and high scrap rates.
Solution:
Reduced manufacturing scrap, streamlined credit and collections, and implemented branch-wide performance tracking.
Results:
- 46% increase in branch profitability
- 85% reduction in claims and complaints
- Over $240K in cost savings from reduced scrap
5. Lean Manufacturing Implementation + Cost Reduction
Industry:
Metal Building Components Manufacturing
Challenge:
Excess labor costs, inefficient shipping, and outdated systems.
Solution:
Introduced lean principles, optimized production scheduling, conducted freight audit, and led a $250K facility expansion.
Results :
- 10–15% savings in labor and logistics
- 20% improvement in operational throughput
- Greater output capacity and reduced cycle times
6. Marketing + New Product Launch Strategy
Industry:
Metal Roofing Manufacturer
Challenge:
Fragmented product rollout strategy and bloated advertising spend.
Solution:
Cut ad budget through ROI optimization, created go-to-market plans for 3 products, and developed certification programs.
Results:
- $500K–$1M+ in new product sales
- 25%+ boost in marketing ROI
- Stronger brand recognition among specifiers and installers
7. Company-Wide Quality System Implementation
Industry:
Metal Building Component Manufacturing
Challenge:
Lack of standardized quality controls across production cells.
Solution:
Instituted company-wide quality program using current quality system design principles including mill setup standards, accuracy templates, and defect resolution protocols.
Results:
- 98% defect reduction
- Shorter onboarding time for new mill operators
- Fewer warranty claims and increased customer satisfaction
8. Strategic Visioning & Operating System Deployment
Industry:
Hardware/Software Distribution Services
Challenge:
Lack of direction, poor accountability, and team misalignment.
Solution:
Facilitated 2-day Platinum Performance Operating System™ Vision Summit, creating core values, long-term vision, processes, quarterly goals, and meeting cadence.
Results:
- Complete strategic clarity
- Stronger leadership alignment
- Consistent execution on high-priority initiatives
