Proof that the gain is real once the workflow is properly designed.
These are representative engagements: not generic pilots, but operational systems that changed how teams work week after week.
Pitch book production from 11 hours to 47 minutes
Associates were blocked by slide assembly, manual data pulls, and repeated formatting passes. Production capacity, not deal quality, had become the bottleneck.
CEDX connected live market data, internal templates, and quality-control checkpoints into one workflow. Books are now assembled from source systems and surfaced for review with exceptions highlighted.
We stopped staffing around formatting. The team finally had room to think about the actual mandate.
Salesforce and DealCloud brought into one operating model
Pipeline facts lived in multiple systems, which meant analysts spent hours reconciling records before weekly reviews and LP updates.
We built the sync layer, enrichment rules, and exception handling needed to keep both environments current. Reporting now reads from one coordinated record instead of multiple partial versions.
The system finally behaves like one firm, not three disconnected tools and a spreadsheet habit.
LP reporting cycle cut from six weeks to nine days
Quarterly packages were late because data extraction, formatting, and internal review all started from scratch for every reporting cycle.
CEDX automated data preparation, template population, distribution checks, and review queues so every package now starts populated, traceable, and nearly complete.
We used to treat reporting season like a fire drill. Now it runs like an operating process.
Pages that support the proof
Use the proof pages together with service, vertical, pricing, and contact routes to give buyers a complete evaluation path.
We will show you where the result is likely to come from before we build anything.
All workflow audits are conducted under mutual NDA. Your operational details remain confidential.