Case Studies

Engagements Measured By Outcomes, Not Outputs.

Selected Lunivera Global engagements across regulated, complex and high-stakes industries. Identifying details have been adjusted at client request; metrics are real.

01 · Healthcare

Rebuilding Patient Acquisition Across a Regional Health System

+ 31% Increase in Booked Consultations
Client Situation

An 18-hospital network rebuilt patient intake end-to-end, reducing acquisition cost by 42% while preserving HIPAA and clinical governance.

Business Challenge

Acquisition economics were deteriorating while marketing investment continued to rise. The executive team needed a defensible, board-ready response inside one quarter.

Strategic Assessment

A four-week diagnostic of the end-to-end revenue funnel, instrumented against verified internal data and sector benchmarks. Operational, technical and incentive root causes were isolated.

Implementation

Senior Lunivera Global practitioners embedded with the client team for the duration of the program, owning delivery milestones, change adoption and benefits realization to CFO standard.

Results
+ 31% consultations
− 42% acquisition cost
9-week deployment
Lessons Learned

The binding constraint was rarely the technology. Where programs succeeded, executive sponsorship and operating-cadence discipline mattered more than tool selection.

02 · Legal

Modernizing Intake for an AmLaw 100 Firm

78% Faster Lead Response
Client Situation

Conflict-checked, qualified and routed in under five minutes, with senior-attorney time redirected to high-value matters only.

Business Challenge

Acquisition economics were deteriorating while marketing investment continued to rise. The executive team needed a defensible, board-ready response inside one quarter.

Strategic Assessment

A four-week diagnostic of the end-to-end revenue funnel, instrumented against verified internal data and sector benchmarks. Operational, technical and incentive root causes were isolated.

Implementation

Senior Lunivera Global practitioners embedded with the client team for the duration of the program, owning delivery milestones, change adoption and benefits realization to CFO standard.

Results
78% faster response
+ $11M revenue
100% conflict-clean
Lessons Learned

The binding constraint was rarely the technology. Where programs succeeded, executive sponsorship and operating-cadence discipline mattered more than tool selection.

03 · Financial Services

Unifying Decision Intelligence for a Global Asset Manager

4.2x Increase in Qualified Leads
Client Situation

Consolidated fourteen reporting environments into one governed metric layer used daily by 1,400 investment professionals.

Business Challenge

Acquisition economics were deteriorating while marketing investment continued to rise. The executive team needed a defensible, board-ready response inside one quarter.

Strategic Assessment

A four-week diagnostic of the end-to-end revenue funnel, instrumented against verified internal data and sector benchmarks. Operational, technical and incentive root causes were isolated.

Implementation

Senior Lunivera Global practitioners embedded with the client team for the duration of the program, owning delivery milestones, change adoption and benefits realization to CFO standard.

Results
4.2x qualified leads
1 source of truth
82% adoption
Lessons Learned

The binding constraint was rarely the technology. Where programs succeeded, executive sponsorship and operating-cadence discipline mattered more than tool selection.

04 · Private Equity

Revenue Transformation Across a National PE Portfolio

− 70% Missed Opportunities
Client Situation

Operating-partner program across nine portfolio companies producing measurable EBITDA uplift inside the holding period.

Business Challenge

Acquisition economics were deteriorating while marketing investment continued to rise. The executive team needed a defensible, board-ready response inside one quarter.

Strategic Assessment

A four-week diagnostic of the end-to-end revenue funnel, instrumented against verified internal data and sector benchmarks. Operational, technical and incentive root causes were isolated.

Implementation

Senior Lunivera Global practitioners embedded with the client team for the duration of the program, owning delivery milestones, change adoption and benefits realization to CFO standard.

Results
− 70% missed ops
+ 220bps EBITDA
9 portcos
Lessons Learned

The binding constraint was rarely the technology. Where programs succeeded, executive sponsorship and operating-cadence discipline mattered more than tool selection.