Real Systems. Real Results.

$4.5M

Wealth Management

$4.5M in Additional Revenue and 95% Client Retention Through an Acquisition

A wealth management firm was acquiring a $10M book of business and risked losing those relationships in the transition. Client data lived in disconnected systems, and every nightly client review took hours of manual prep.

Knight Ops streamlined operations and built the dashboards that pull every relevant data point — portfolio performance, life events, meeting history, action items — into a single view. 95% of clients were retained through the acquisition, and the firm generated $4.5M in additional revenue that same year. Nightly prep went from 4 hours to 30 minutes, then off the advisor’s plate entirely.

DashboardAutomationFinancial Services

#1

Automotive

12 Dealerships Unified Into Top Region Nationally

Twelve separate car dealerships. Twelve different reporting systems. Zero visibility into what was actually happening across the group. Leadership was making decisions based on guesswork.

Knight Ops built a unified KPI dashboard that consolidated every dealership's sales, service, and customer data into a single command center. For the first time, leadership could see performance in real time, spot underperformers instantly, and allocate resources where they mattered. The group went from middle-of-the-pack to the #1 performing region nationally.

KPI DashboardData UnificationAutomotive

$4.5M

Government Programs

CARES Act Applications Processed in 30 Days

When the CARES Act launched, organizations needed to process aid applications immediately. The problem: everything was on paper, and the volume was overwhelming.

Knight Ops built and deployed a complete paper-to-digital application system in 24 hours. Applicants submitted online, reviewers processed in a dashboard, and approvals triggered automated notifications. $4.5M in CARES Act applications were facilitated within 30 days — applications facilitated, not revenue.

Rapid DeployForms & AutomationGovernment

$75M+

Nonprofit & Charitable

Charitable Contributions Pipeline — Fully Automated

Multiple organizations managing charitable contributions through spreadsheets, emails, and manual processes. Tracking was inconsistent, reporting was painful, and donors had zero visibility into their impact.

Knight Ops automated the entire pipeline from pledge to payment to reporting. Contributions are tracked in real time, donors receive automated updates, and leadership gets instant access to comprehensive reports. Over $75M in contributions have flowed through the system.

Pipeline AutomationReportingNonprofit

Your Bottleneck Could Be the Next Case Study

Every system above started with a 30-minute conversation. No pitch, no pressure — just an honest look at what's slowing you down.

Book a Free Discovery Call