CUSTOMER STORIES

What operators built with Lanai

Not testimonials — operating records. See the exact workflows teams automated, the decisions they made, and the impact they measured.

Reclaimed per quarter
$340K

23 AI tools discovered. 9 ungoverned.

CUSTOMER EXPERIENCE
+34%

Linked workflows to pipeline lift.

REVENUE OPERATIONS
11.4 FTE

One playbook scaled to 140 reps.

IT & SECURITY

Discovered 23 AI tools across 6 departments. 9 were completely ungoverned.

THE SITUATION

23 AI tools discovered across the org. 9 unsanctioned with customer PII flowing through personal accounts. Three enterprise licenses sat at under 8% utilization. No visibility into what was critical vs. redundant.

MEASURED IMPACT
$340K
Shelfware cut
91%
Tools governed
0
PII exposures
SEE

Mapped 14,200 AI-mediated interactions across engineering, sales, support, and ops. Exposed 9 ungoverned tools with customer data flowing through personal accounts.

Shadow tools
9 flagged
PII exposure
3 critical
STEER

Ranked tools by utilization and risk. Identified 3 enterprise licenses under 8% adoption and flagged 2 tools routing PII through personal accounts.

Under-utilized
3 licenses
Consolidation
$340K saved
SCALE

Consolidated to 14 governed tools. Deployed automated discovery to catch new shadow AI within 24 hours. Rolled governance policies across all 6 departments.

Governed
14 tools
Detection
<24 hrs
CUSTOMER EXPERIENCE

Linked AI workflows to a 34% pipeline increase. Killed two that were hurting CSAT.

THE SITUATION

CX leadership knew AI was "working" but couldn't tell which workflows drove revenue and which eroded quality. Budget decisions were based on vendor dashboards, not business outcomes.

MEASURED IMPACT
+34%
Pipeline growth
+18pt
CSAT lift
2
Workflows killed
SEE

Connected 4,800 AI-assisted CX interactions to Salesforce pipeline data. Surfaced which workflows touched revenue vs. which ran unmonitored.

Shadow tools
4,800
PII exposure
6 workflows
STEER

Two workflows drove 89% of pipeline lift. One auto-response bot was actively degrading CSAT by 6 points. Recommended decommission.

Renewal outreach
+$2.1M pipeline
Auto-response bot
−6pt CSAT
SCALE

Doubled down on top-performing workflows. Decommissioned 2 value-negative bots. Rolled optimized CX playbook to 3 support regions.

Pipeline influenced
+$2.1M
CSAT recovery
+18pt
REVENUE OPERATIONS

Turned one rep's playbook into a governed agent. Reclaimed 11.4 FTE across 3 regions.

THE SITUATION

RevOps had 140+ reps using AI ad hoc. One had built a renewal outreach workflow saving 110× more time than peers. Leadership had no way to extract or replicate it.

MEASURED IMPACT
11.4 FTE
Capacity reclaimed
$2.8M
Pipeline influenced
94%
Agent adoption
72 hrs
To full rollout
SEE

Mapped 18,400 AI-mediated workflows across NA, EMEA, and APAC. One rep's renewal pattern saved 4,200 hrs/quarter. Team average: 38 hrs.

Top performer
4,200 hrs saved
Team average
38 hrs saved
STEER

Identified the top performer's workflow as the highest-leverage pattern. Connected it to $2.8M in influenced pipeline. Prioritized for agent extraction.

Pipeline link
$2.8M influenced
Leverage gap
110× disparity
SCALE

Extracted the workflow via MCP connector. Deployed a governed renewal outreach agent. Rolled out to 140 reps across 3 regions in 72 hours.

Agent adoption
94%
Rollout time
72 hrs
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