Skip to content
Request a free consultation
Case StudiesShort · 0:56

$3M in Year One: Launching a Digital Advisory Arm

A well-established Manhattan accounting firm was known for tax and audit excellence. But clients wanted ERP and digital advice, and the firm had no team to deliver it.

Read the full case study

About This Video

A written summary of what the video covers, with its chapters where it has them, so you can scan the key points, jump to the part you need or read along instead of watching.

It was referring that work out, or losing clients to national firms. There was no defined offering, no pipeline, and zero revenue to start from.

Cognativ stepped in as fractional CTO and general manager. We defined the service bundle, from ERP selection to finance process optimization, then delivered the first engagements while training the firm's talent.

Every step followed RAPID: Research and Analyze to understand, then Plan, Implement, and Decide to improve.

The results: $3M+ in year-one revenue, 75–100% annual growth, a new delivery capability, and higher firm valuation.

Related videos on the same topic, nearest first. Each one runs about a minute and covers one service, practice, industry or case study; the full library is on the video hub.

80% Fewer Outages for a Telecom Provider

Case StudiesShort0:54Nov 2026

A major telecom infrastructure provider was in freefall. Chronic outages and fragile architecture threatened key client relationships.

Watch the video
Share on:

70% Faster 360 Feedback for a Leadership Coaching Firm

Case StudiesShort0:55Nov 2026

A national leadership coaching firm built its brand on high-touch coaching and deep 360-degree feedback. But its back office hadn't changed in two decades.

Watch the video
Share on:

New Healthcare Services in Weeks, Not Quarters

Case StudiesShort0:53Nov 2026

A mid-sized healthcare service provider had grown rapidly, but unevenly. Every new service was delayed by operational debt.

Watch the video
Share on:

300x Conversion Growth for a D2C Fashion Brand

Case StudiesShort0:54Nov 2026

A leading D2C fashion brand had strong traffic and a loyal following. But several off-the-shelf ecommerce platforms had failed to deliver meaningful ROI.

Watch the video
Share on:

See all videos