Finance Case Study
Ridgeback Financial
An adoption-tracking framework that showed leadership real usage, not just installs.
-27%False Positives
The Challenge
Where things stood before
Before working with us, Ridgeback Financial was dealing with manual review processes that were both slow and inconsistent, and it was starting to cost them real business.
Their team suspected AI could help but weren't sure where to actually start.
The Solution
What we built
We started by getting a clear picture of exactly where things were breaking down before proposing anything.
What we ultimately delivered was an adoption-tracking framework that showed leadership real usage, not just installs, built specifically around what Ridgeback Financial needed.
- Built using Notion and Loom for a stable, maintainable foundation
- Designed around Ridgeback Financial's actual data and workflow, not a generic template
- Delivered within a 7-week timeline without cutting scope
- Benchmarked against clear, agreed-upon success metrics from day one
Results
The impact, by the numbers
-27%
False Positives
-37%
Review Time
+40%
Detection Accuracy
91.5%
Model Explainability Score
Tech Stack
Built with
NotionLoomSlackGoogle Workspace
Orbitfield Software
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