Clearlight Consulting

Case Studies

Real results across diverse industries — proof that AI transformation isn't limited to tech companies.

Original Research

A Tiered Maturity Model for Cost-Benefit Analysis of Agentic vs. Traditional Software Delivery

Traditional estimation methods (story points, COCOMO II, function points) were calibrated for human teams under Scrum. They do not naturally accommodate a delivery model in which an agent does most of the authoring labor and humans shift toward specification, review, and acceptance. Organizations adopting agentic coding need a measurement framework at least as rigorous as the one they inherited from agile, but with the new cost structure built in.

  • Three-tier framework spanning retrospective, project-inception, and consultative analysis
  • Single estimation discipline that serves sales, delivery planning, and finance
  • Worked examples with realized cost deltas of $233K (Tier 1) and $312K (Tier 2)
  • Monte Carlo machinery for sizing engagements before scope is fixed (Tier 3)
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Fintech / IRA-as-a-Service

From $900M to $2.2B AUM in 12 Months: AI-Driven Engineering Transformation

Scale a Series C engineering organization 10x without breaking retention, achieve SOC2 Type 2 to unlock the enterprise segment, and migrate the entire SDLC to AI-native development, all within twelve months and without slowing delivery.

  • $1.3B AUM growth in under 12 months
  • 60% engineering cycle time reduction
  • 40% defect escape rate reduction
  • SOC2 Type 2 certified
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Capital Markets / Wealth Management

$50M Modernization: Protecting $350B in Advised Assets Through Acquisition

Migrate 4,000+ institutional advisor accounts representing $350B in AUM from the legacy TD Ameritrade platform to Schwab's platform following the acquisition, on time, on budget, with no business interruption and no asset loss to competitors.

  • $50M program delivered on time and on budget
  • $350B in AUM protected
  • 4,000+ advisor accounts migrated
  • 20+ concurrent workstreams managed
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