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Case Studies

Four engagements. One operator. Senior hands on every line.

From shipping a production AI-native HR product to rebuilding People infrastructure that won Inc. 5000 placements and BBB TORCH Ethics awards: each of these shows HRTS doing what most firms outsource, subcontract or pretend to do.

AI product build Home Health CPG (Danone subsidiary) Professional Services

Case 01 · Flagship AI Product Build Portfolio Leverage Live in production

AI HR Pilot: shipping the AI-native HR chatbot that actually fits a 50 to 500 person company.

Concept to production in under 90 days. Live at aihrpilot.com under the Portfolio Leverage Company umbrella, deployed into active client organizations and serving as the reference implementation HRTS uses when clients ask for custom AI-native HR tooling.

The problem

Every HR AI vendor on the market is priced for the enterprise. Workativ starts at $349 a month. Leena AI and Moveworks quote six figures. Below that tier the SMB and lower mid-market are stuck with ChatGPT tabs and half-configured HRIS bots: no policy triage, no manager coaching layer, no compliance guardrails and no way to prove ROI to a Board.

The underlying bet: 3x CHRO authority plus working AI engineering means HRTS can ship a better product than the incumbents at one quarter the price, and use it as both a standalone SaaS and a deployable asset inside consulting engagements.

What we built

  • Multi-LLM backbone: Claude, GPT and Gemini behind a unified prompt layer so the product is portable across providers and pricing regimes.
  • 30+ HR policy domains with verified answer sets spanning PTO, benefits, payroll, performance, compliance, onboarding, offboarding, leaves and accommodations.
  • Manager coaching layer: context-aware guidance for 1:1 prep, difficult conversations, performance conversations and comp conversations, trained on 2,300+ executive coaching engagements.
  • Ticket classification and routing with employment-law-aware triage: HR vs legal vs manager vs self-service.
  • Custom domain deployment under the client company's brand and subdomain, SSO-ready, audit-logged for compliance.
  • Tiered pricing: $99 / $399 / $999 per month: the lower tier is designed to beat ChatGPT Team + manual policy Q&A on TCO.

Why this matters for HRTS clients

When a client asks HRTS to build them a custom AI-native HR agent, we're not starting from scratch and we're not outsourcing the build. AI HR Pilot is the reference architecture. The moat is real: we ship, we iterate in production, and we know exactly where the failure modes are.

Next.jsVercelClaude APIOpenAI APIGemini APIPostgresSupabaseStripe
Case 02 · Home Health Oakland, CA 202 employees + 300 clinicians Inc. 5000 (two consecutive years)

HealthFlex HHS: building the People infrastructure to take a family business through 2,073% growth.

Full HR transformation plus executive coaching for a fast-growth home health company that had outgrown its original HR function. Engagement drove a Glassdoor rating of 4.9, two consecutive Inc. 5000 placements and a new Hospice business line launch.

The challenge

HealthFlex had grown rapidly from a family business into a 200-staff, 300-clinician organization without the HR infrastructure to match. The existing function was an HR Coordinator and an Internal Recruiter with an aggregate two years of experience. Leadership was overextended and micromanaging. Employees were frustrated with lack of recognition, unclear career pathways, thin internal communication and once-a-year performance reviews. The CEO and COO had almost no time for strategic work. Onboarding for a wave of new executive hires was piecemeal. The Employee Handbook did not capture the culture.

What we did

HRTS engaged using its proven SDMI process: Strategy, Design, Motivation, Implementation. Work spanned four parallel tracks across a multi-month engagement.

  • Executive coaching with the CEO and COO: brand storytelling, time management, delegation, automation, outsourcing and decision-making under growth pressure.
  • Employee Handbook rewritten from scratch to reflect the real culture and capture benefits, work policies and compliance cleanly.
  • Onboarding rebuilt, especially for executive hires: a 100-day ramp with executive coaching built in from week one.
  • Job architecture: job descriptions rewritten, performance benchmarks defined, career pathways clarified, promotion and pay guidelines set, HRIS configured to track the new framework.
  • Internal communications and project management: Airtable stood up for HR and operations, monthly internal newsletter launched to recognize achievements, birthdays and milestones.
  • Business succession plan developed with the COO and Director of Operations, alongside a refreshed patient experience, clinician experience and marketing collateral.
  • Coaching across mid-level leadership (HR Coordinator, Director of Operations, Lead Project Manager) on mission-values alignment, career architecture and performance expectations.

The outcome

Leadership recovered time for strategic work. Morale and job performance improved across the board. Three new executive hires started strong and sustained it. The COO won the 2019 Home Health Care News Future Leader Award. The CEO received an award from the San Francisco Business Times and spoke at the event despite a lifelong fear of public speaking. The company made the Inc. 5000 list for the second consecutive year, successfully launched a new Hospice line, and won the 2019 BBB TORCH Award for Ethics.

Case 03 · CPG Brooklyn, NY Danone subsidiary $55M revenue

Michel et Augustin US: $175K of hard savings and 500 CEO hours back in one quarter.

The US arm of the French cookie brand (95% owned by Danone) needed to streamline benefits and payroll, cut overhead and free up the CEO for strategic work. HRTS delivered $175K+ in documented savings and a 10-hour weekly CEO time recovery.

The challenge

The CEO of Michel et Augustin US needed help streamlining the benefits stack and payroll infrastructure to cut costs and reduce the administrative load that was eating his week. The company was a 9-person US team inside a global brand with sophisticated expectations.

What we did

  • Benefits package rebuilt via a Justworks partnership: health, dental, vision, 401(k), LTD/STD and life insurance all upgraded while cutting the health insurance renewal bill 18%.
  • Payroll automated and benefits administration outsourced to free the CEO from weekly ops load.
  • CEO time recovery: 10+ hours of executive calendar returned every week.

The outcome

$100K+ saved on the yearly health insurance renewal (an 18% cut) while simultaneously upgrading the benefits stack. 500+ hours of CEO time recovered annually, estimated at $75,000 in manpower value. Total documented savings: $175,000+.

Case 04 · Professional Services Ramsey, NJ 120 employees Interim CHRO

Elite Healthcare Consultants: from 2.7 to 4.3 on Glassdoor in 12 months.

A 12-month HR Digital Transformation engagement as interim CHRO: building the function from the ground up, consolidating HR / recruiting / benefits / payroll, launching Leadership Development and resetting the employer brand.

The challenge

Elite Healthcare needed to build the HR function, streamline recruiting, improve retention, create career pathways and salary bands, reduce benefits and payroll costs and fix an employer brand that was showing up in a 2.7 Glassdoor rating.

What we did

  • Interim CHRO seat: owned the HR function build-out and executive-level People strategy.
  • 12-month HR Digital Transformation consolidating HR, recruiting, benefits and payroll into one coherent operating system.
  • Leadership Development programs and team communication workshops launched for managers and emerging leaders.
  • Internal communications rebuilt and physical workspace improved to reinforce the employer-brand reset.
  • Vendor rationalization across talent acquisition and ancillary services to compress cost without compressing quality.

The outcome

Glassdoor score moved from 2.7 to 4.3: a 60% improvement driven by real operational changes, not review gaming. 47% / $30K saved on talent acquisition costs. 22% / $10K reduction in catering costs while improving quality and employee satisfaction. Total documented savings to date: $40K+.


Selected Client Roster

Operators who've put HRTS to work.

Including Fortune 500 HR operating model work, PE-backed portco transformations, AI model training programs and trusted advisory for CPOs facing AI-era talent shocks.

Danone Medtronic flatiron health G o o g l e for Startups Meta Microsoft OpenAI

Client names referenced with permission or where the engagement is public record. Specific engagement details remain confidential.

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HRTS holds intentionally limited capacity: three to four concurrent engagements. If you see yourself in any of these cases, the discovery call is where the real scoping happens.