Case Studies

Results that speak.

Real companies that transformed their operations with COBIZ and achieved measurable results.

The track record

Real cases from projects the COBIZ team has worked on. We keep each client's identity confidential, never the results.

+2,500

Users managed on a single platform

9

Countries on a unified operation

+30%

Revenue for a client, system still in use today

100%

Deep analysis before implementing

Turnkey

Financial services · Currency exchange

Treating currencies as inventory to see real profit

A currency exchange operated without knowing exactly where its profit came from: daily currency volatility, mismatches between branches and manual close reconciliation drained its visibility. COBIZ designed and built a custom ERP that models currencies as physical inventory, connecting the counter with accounting and revealing real margin in real time.

-80%

Cash close and reconciliation time

Real time

Real cost and margin per transaction

Multi-currency

Currency inventory with full traceability

Dedicated team

Technology · Operation across 9 countries

One platform to manage 2,500 people across 9 countries

A multinational operation present in 9 countries and with more than 2,500 users needed to unify team management at that scale. COBIZ led and executed the end-to-end implementation, with consistent data across regions, sustained for years and expanded into more than three verticals.

9 countries

Unified operation

+2,500

Users managed

+3 verticals

Account expansion

Dedicated team

Beverages · Consumer goods · Colombia

From product to brand: web, retail and digital demand

An alkaline water brand needed to build its presence and move its product. COBIZ ran the brand operation end to end: website, marketing and commercialization plans, a positioning strategy across a large supermarket chain, and segmented digital marketing campaigns to drive purchase.

360°

Web, retail and campaigns in one strategy

6 segments

Audiences differentiated by interest

+50

Points of sale activated in the chain

Dedicated team

Education · LATAM

Growing fast without losing control of the operation

An Education company operating across several LATAM countries was growing fast, but its information lived scattered across a CRM, an ERP and multiple spreadsheets. COBIZ centralized the information and automated the flow end to end, so the team shifted from manual operation to managing by exception.

Multi-country

Operation across several countries

CRM + ERP

Information centralized in a single flow

By exception

Management with automated tracking

Scope-based

Manufacturing · Plastics · Colombia

From gut-feel decisions to +20% sales with ecommerce

A plastics manufacturer in Colombia made commercial decisions with no data and no online sales channel. COBIZ organized its portfolio with analysis, implemented an ecommerce store and worked its positioning, achieving a 20% increase in sales and the No. 2 spot on Google in its sector.

+20%

Increase in sales

Ecommerce

Online sales channel implemented

No. 2

Ranking on Google

Dedicated team

Content · Spain

From 20 minutes to seconds: the whole operation in real time

A content company in Spain managed its projects, contracting, payments and support with communications that got lost across emails and messages. COBIZ was the architect and orchestrator of a custom platform, integrated in real time with its operation, that today hosts more than a thousand users and turned twenty-minute tasks into a matter of seconds.

+1,000

Users in real time on the platform

20 min to sec

Communication with providers

Real time

Information integrated across systems

Dedicated team

Real estate · Colombia

From traditional marketing to the No. 1 real estate firm in search

A real estate firm in Colombia relied on traditional marketing, with no digital lead channels and no system to manage its clients. COBIZ took over marketing, set up a CRM and built digital lead generation end to end, positioning it as No. 1 in organic search in its sector.

No. 1

Ranking in organic search

CRM

Implemented and managed, customers centralized

New channels

Steady flow of potential customers

Turnkey

Cosmetics · Multinational

One application connecting purchasing, production and finance

A multinational cosmetics company needed its critical areas to stop operating in silos. COBIZ designed and built a full-integration application that starts from sales demand and runs all the way to automatic accounts-payable generation, aligning purchasing, production, warehouse and finance into a single flow.

4 areas

Purchasing, production, warehouse and finance in one flow

Zero

Human error in accounts payable

Real time

Receiving validated against purchase orders

Scope-based

Tourism · Argentina

How a travel agency lifted its revenue by nearly 30%

A travel agency in Argentina was spending on paid media, but its inquiries scattered across WhatsApp, web and email with no system to organize them. COBIZ audited the operation, organized demand capture and content strategy, and lifted revenue by nearly 30% with a system still in use today.

+30%

Revenue

~1.5%

Bounce rate

250-400

Packages sold per month

Dedicated team

Insurance · USA

From a blind operation to a model ready to scale

When COBIZ came in, the leadership team had no real visibility into how the business worked or what it sold and charged. COBIZ became the operation's connection center: CRM architecture, department-level SOPs and retention strategies, orchestrating processes to raise quality and scale the business model.

Visibility

Clarity on what is sold and charged

CRM + SOPs

Systems and processes to scale

Retention

Strategies to keep customers

Turnkey

Manufacturing · Plastic packaging for cosmetics

From order to plant floor: a factory that answers in real time

A plastic-packaging manufacturer for the cosmetics sector ran on manual processes and disconnected areas. COBIZ designed and built a custom ERP that automated accounting, optimized manufacturing and centralized the whole operation in control dashboards.

100%

Transactional accounting automated

Real time

Availability for the client on the first call

5 areas

Centralized in control dashboards

Turnkey

Interior decoration · Colombia

From Google's third page to a national category leader

An interior decoration retailer in Colombia came to COBIZ with no competitive digital presence and two branches running separately. We built its online channel end to end and turned it into one of the first ecommerce stores in its sector.

Page 1

On Google (up from page 3)

Ecommerce

Pioneer in its sector

No. 1

National positioning