team of 11-25 · clients 251-1,000 to 1,001-5,000 people
Switchboard is a remote team across Canada and the USA that rebuilds company operations with AI agents, automated workflows and custom software. It serves mid-market companies of 100 to 1,000+ employees and offers a diligence product for PE funds and portfolio operators. Team of 11 to 25. Fixed-scope AI assessments, production builds on retainer, and PE diligence covering AI risk and 100-day plans.
The lender's operating layer was a patchwork, a CRM for leads, a quote engine for rates, a ledger for servicing, and numerous spreadsheets.
The carrier operated on manual processes: paper claim files, three separate field applications, shared spreadsheets, and heavy reliance on the supervisor's memory.
Critical case data was scattered across spreadsheets and documents with inconsistent conventions.
After 40 years of success, MARiTECH still ran global operations on spreadsheets and Google Docs.
The firm ran on fragmented systems: property management software for asset tracking, Excel for finance rollups, PowerPoint for investor reports, and email for deal.
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