Umbra Studio — Case Study [CLIENT NAME] [INDUSTRY]
01 — Client Context

[Headline: what changed, in one sentence]

[2–3 sentences: who the client is, what they do, why they engaged Studio. Be specific about the workflow that was bleeding them — name the process, the team, the volume. E.g., "A 40-person customer onboarding team processing 200+ applications per week, with a median time-to-close of 14 days and a 23% error rate on document verification."]

Industry [Industry]
Workflow [Workflow name]
Duration [X weeks]
Team Size [N people]
Engagement Type Lighthouse Sprint
02 — Baseline vs. Redesign

The workflow, before and after

▸ Before — Legacy Workflow
[Step 1: describe the old process step. Be specific: who did what, how long it took, what broke. E.g., "Documents uploaded to shared drive, manually reviewed by ops team within 2–3 business days."]
[Step 2: next bottleneck in the old process.]
[Step 3: another pain point.]
[Step 4: where the errors compounded.]
▸ After — Agentic Redesign
[Step 1: what the agent does now. E.g., "Documents ingested via webhook, classified by type, and validated against schema in under 90 seconds."]
[Step 2: how the human-above-the-loop works.]
[Step 3: the governance layer.]
[Step 4: the escalation path.]
03 — Measured Outcomes

What changed

[1–2 sentences summarizing the impact. Lead with the most impressive metric. E.g., "Median time-to-close dropped from 14 days to 2.3 days. Error rate on document verification fell from 23% to under 2%."]

[X%] [Primary metric label, e.g., "Reduction in processing time"]
[Xh] [Human hours saved per week]
[X%] [Error rate change]
[X] [Agent invocations per week]
04 — Sprint Breakdown

Stage by stage

How the Lighthouse Sprint unfolded for this engagement.

Stage
What we did
What we found / built
01 Discovery
[Week X–Y]
[What the team did during discovery. E.g., "Observed 12 onboarding sessions end-to-end. Interviewed 6 ops team members. Mapped the full document flow from upload to close."]
[Key findings. E.g., "73% of processing time was spent on document classification — a task with 94% pattern consistency. Identified 4 decision points requiring human judgment."]
02 Redesign
[Week X–Y]
[The redesign approach. What was automated, what stayed human, where the governance gates were placed.]
[The architecture. Agent components, approval flows, escalation triggers, audit trail design.]
03 Build
[Week X–Y]
[What was built. Specific tools, integrations, agent configurations. Mention the stack if relevant.]
[Deployment details. How it was shipped, what the rollout looked like, any parallel-run period.]
04 Handoff
[Week X–Y]
[Training and transfer details. Who was trained, on what, how competence was verified.]
[Deliverables handed over. Documentation, runbooks, governance configs, reusable components.]
05 — Reusable Patterns

What compounds

Agent components and patterns from this engagement that have been added to the Studio library for reuse in future sprints.

[Pattern name] [What it does. E.g., "Document classifier agent that categorizes uploaded files by type and routes to the appropriate processing pipeline."] [Category, e.g., "Document Processing"]
[Pattern name] [Description of the reusable component.] [Category]
[Pattern name] [Description of the reusable component.] [Category]