Case studies

Real projects, told through the process they changed

No glossy slides: the starting situation, what we did and what changed in the way people work. Because that is where the result of an IT project is measured.

Twelve projects, twelve processes

The before, the work and what changed.

For confidentiality we do not name our clients. Every case is a real project run by the Aesir team from the initial analysis through to ongoing management, and behind them sits an archive of more than 1,400 conversations with Italian businesses.

Document management

Commercial vehicle dealership: from paper to the digital case file

Sales and after-sales paperwork was scattered across paper archives, shared folders and mailboxes. Every search pulled in several people across several sites.

What we did. We mapped the flows with the sales and workshop teams, then introduced a document platform with one file per case and approval workflows integrated with the ERP.

Every case now lives in a single digital file, with approvals tracked and documents retrievable in seconds from any site.
ERP

Manufacturer: one ERP for finance, logistics and production

Accounting, warehouse and production ran on separate tools: daily double entry and figures that never matched between departments.

What we did. Analysis of the administrative and production processes, configuration of the Business Experience ERP, migration of historical data and department-by-department training.

Departments now work from the same data: stock availability and production progress are visible in real time, with no double entry.
Cloud and infrastructure

Multi-site SME: from the office server room to a managed private cloud

Ageing on-site servers, backups that were never verified and business continuity left to luck: a single failure would have stopped every site.

What we did. Infrastructure assessment, a planned migration to the Aesir private cloud, a business continuity plan with geographic replication and immutable backups, plus ongoing management.

Applications and data now sit in Tier IV data centres with tested disaster recovery. Unplanned downtime stopped being an accepted risk.
CRM

B2B sales group: getting the pipeline out of the reps’ inboxes

Quotes and deals lived in individual salespeoples’ email: no overall view, forgotten follow-ups and handovers that were impossible.

What we did. We defined the sales process with the leadership team, configured the CRM, integrated it with the ERP and email, and supported the sales team through adoption.

Management now sees the whole pipeline, every deal has a shared history and follow-ups are scheduled rather than remembered.
Treasury

Growing company: cash forecasting without manual spreadsheets

The financial position was rebuilt by hand every week from bank statements and payment schedules: a snapshot always behind reality.

What we did. We connected the bank accounts and the ERP to the treasury platform and built the forecasts and scenarios together with the finance team.

Management has a current view of liquidity and forecasting scenarios it can rely on. Decisions are made on today’s numbers.
Aesir Intelligence

Services company: AI that reads and classifies incoming documents

Every document received was opened, interpreted and sorted by hand: a repetitive task that absorbed hours from the most experienced people.

What we did. Identification of the use case, training on the company’s own document base and integration into existing workflows inside a protected perimeter.

Document AI now reads, classifies and routes documents into the right flows. People step in only on the exceptions.
Unified communications

Multi-site trading company: phone, chat and CRM on one platform

A traditional phone system at each site, calls missed while people travelled and no record of conversations: what was said stayed in the head of whoever answered.

What we did. Migration to the Wildix unified communications platform: telephony, chat and video conferencing in one environment, integrated with the company CRM.

Whoever answers sees immediately who is calling and their history. Calls follow people, not desks.
Enterprise CRM

B2B industrial group: sales forecasts built on data, not on gut feel

The sales forecast was compiled by hand by area managers in spreadsheets, with different numbers at every board meeting.

What we did. Introduction of SugarAI as the group CRM platform, integrated with the ERP, with a structured pipeline and predictive analysis on opportunities.

Management works from one up-to-date forecast, with opportunities weighted by historical data rather than by the mood of the moment.
AI agents

Services company: customer care that answers straight away, even at 10pm

Dozens of identical enquiries every day: case status, opening hours, documents to send. The team answered everything by hand, and waiting times kept growing.

What we did. Design of a conversational AI agent trained on the company knowledge base, integrated with internal systems and live across the digital channels.

Routine enquiries now resolve themselves, at any hour. The team handles only the cases that genuinely need a person.
Infrastructure

Manufacturer: off an end-of-life virtualisation platform without stopping production

A long-standing virtualisation platform with sharply rising renewal costs and hardware close to end of support: renewing on the new terms was not sustainable.

What we did. Design of a Nutanix hyperconverged infrastructure, migration of the virtual machines in waves and hands-on support for the internal team.

Environments migrated with no interruption to production, simpler management and a platform sized to grow.
Cybersecurity

SME after an attempted attack: from fear to a governed perimeter

A phishing attempt that came close to succeeding exposed ungoverned access, weak passwords and no visibility over what was happening on endpoints and email.

What we did. Security assessment, endpoint protection, identity and access management, immutable backup and continuous monitoring delivered as an MSSP service.

Security events are now seen and handled. Security went from being an emergency to being a managed service.
Human resources

Growing company: holiday, leave and payslips out of email

Holiday requests by email, payslips handed over in person, training deadlines in spreadsheets: the HR office spent its days chasing.

What we did. Introduction of an HR platform with an employee portal: digital requests and approvals, secure payslip distribution, attendance and deadlines in one place.

Employees now do in a minute, on their own, what used to take three emails. The HR team works on people, not on paper.

Do you recognise your own situation in one of these?

Your process probably resembles one of them more closely than you think. Tell us about it and we will tell you what can be achieved.

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