To say our firm is different today is an understatement. We went from completing 50% of our weekly work to over 90%. Our response times are 80% faster. Human at Scale gave us optionality — we finally have a firm that can grow without adding headcount.
Jason, CEO of FinClarity, was struggling with an operations structure that couldn’t keep up with the firm’s growth. The team was overwhelmed, delivery was inconsistent, and a lack of clear ownership meant work frequently stalled or required his direct involvement. Without defined roles, metrics, or repeatable systems, the firm depended heavily on Jason — limiting capacity, slowing momentum, and creating operational bottlenecks across client work.
Chase at Human at Scale helped Jason transform FinClarity’s delivery model by breaking the work into clear roles, codifying expectations, and rebuilding the firm’s operational backbone. Together they redesigned the production workflow, implemented structured review processes, clarified responsibilities across the team, and introduced weekly visibility systems to track status and performance. These changes allowed FinClarity to move from ad-hoc execution to a predictable, scalable delivery engine that no longer relied on Jason to keep work moving: • Responsibilities Inventory & Role Clarity: Improved “who does what” clarity by 32% • Client POC Transitions & Onboarding Improvements: Reduced client onboarding time by 38% • Team Communication Rhythm & Meeting Structure: Reduced unnecessary back-and-forth by 64% • Centralized KPI Operations Dashboard: Increased on-time / accurate work by 41% • Ongoing Daily Operations Management: Reduced overdue Karbon tasks by 67% • Pricing Analysis & Ignition Implementation: Improved visibility into revenue, costs, and margins • FinClarity Notion Workspace Buildout • Karbon Optimization & SOP Standardization: Improved clarity on tasks/timing by 26% • Team Alignment Systems & New Hire Onboarding: Improved team response time by 79%
FinClarity quickly shifted from a founder-dependent operation to a structured, team-driven firm. Jason regained significant CEO bandwidth as day-to-day delivery moved to a reliable system with clear ownership. Work became more consistent, team confidence increased, and projects moved through the pipeline with fewer delays or escalations. In 6 months, FinClarity achieved: • 41% increase in on-time and accurate work (56% → 79%). • 67% reduction in overdue tasks (55% → 18%). • 79% faster response times (62 hours → 13 hours). • 64% reduction in rework and back-and-forth (33% → 12%). • SOP completion improved by 60%, and time tracking accuracy by 63%. • Team clarity, engagement, and collaboration rose by over 25% across measures. FinClarity now operates with greater clarity, accountability, and predictability — setting the foundation for sustainable growth and improved client delivery.
