Automating core operations across a private equity IT services portfolio
Content
50–60% faster
SOW creation time reduction
Portfolio savings
Annual cost-efficiency gains
Scalable rollout
Automations expanding across companies
Services
Sales Automation, Process Automation
Industry
Private Equity — IT Services
Client
IT Service Alliance (ITSA)
Duration
Phased engagement
The Challenge
ITSA’s portfolio companies relied on manual, inconsistent workflows for proposals, onboarding checklists, and internal research. Service directors were spending days creating statements of work from scratch, pulling data from fragmented systems with little standardization across the portfolio.
As the platform grew, these inefficiencies compounded, slowing deal execution, increasing operational cost, and limiting leadership visibility across companies.
The Solution
Casper Studios partnered with ITSA to design and deploy targeted AI automations that standardized and accelerated high-friction operational workflows across the portfolio.
Key solutions included:
AI-powered SOW generation, producing proposal and pricing documents from guided inputs and standardized templates
Company search automation, enabling cross company data retrieval and internal visibility
Workflow standardization, reducing variance across portfolio companies while preserving flexibility
The result is a repeatable automation layer that removes administrative burden and scales efficiently across acquisitions.
The Impact
ITSA significantly reduced the time and effort required to generate proposals, freeing service leaders to focus on client strategy and delivery rather than paperwork. Standardized workflows improved consistency across portfolio companies while creating clear operational leverage as the platform expands.
By validating ROI early and rolling automations out incrementally, ITSA established a scalable foundation for continued AI-driven efficiency across its portfolio.
