PetroLedger, a global financial services firm, cut ramp-up time by 120% and saved $1.2M annually. Sphere built a generative AI onboarding platform that preserved expertise, sped up training, and turned knowledge retention into measurable savings.

After a carve-out from a global enterprise, a newly formed software company had just six months to build its tech stack from scratch. Sphere partnered to implement NetSuite, HubSpot, and a full operational foundation across finance, CRM, and integrations—delivering on time, under pressure, and ready to scale.

Facing challenges with time management in customer service, Ascentia collaborated with Sphere to implement a Generative AI solution, dramatically improving call summarization times and customer satisfaction. This case study delves into the structured approach—from the initial GenAI workshop to the successful Proof of Concept—showcasing how targeted technological solutions can transform operational efficiencies.