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Proof It Works

Adoption you can measure. Outcomes you can defend.

A look at what we've built, who it served, and what changed as a result.

Banking · Case Study

Incentive Management System for a Large Regional Bank

500+

Bankers and leaders adopted

1,000,000

Annual platform views

80%

More usage among on-track employees

The Situation

A large regional bank needed to shift its incentive compensation strategy — moving 500+ bankers and leaders from a gross production and point-to-point growth approach toward net revenue and profitability at the account and banker level. This wasn't just a system change. It was a cultural shift, and it required a platform that could carry people through it.

What We Built

A full Incentive Management Platform built around three non-negotiables:

  • Intuitive — It couldn't create more questions than it answered. If a banker had to ask someone what a number meant, we went back to the drawing board.
  • Transparent — Every banker needed to see exactly what actions were being rewarded and why. No black boxes.
  • Actionable — The platform had to connect to behavior. Every view needed to answer: what should I do next?

The Results

  • 500+ bankers and leaders successfully adopted a new, more complex incentive plan.
  • 1,000,000+ platform views annually — recurring, active engagement.
  • Employees on track to hit their goals used the platform 80% more than those who weren't — confirming that visibility into performance directly drives motivation and behavior change.
  • The bank successfully transitioned its incentive philosophy from volume-based to profitability-based, with real organizational buy-in.

Specialty Manufacturing · Case Study

Deal-Level Profitability & Lead-Time Transparency for a Custom Door Manufacturer

The Situation

A custom door manufacturer was selling highly configurable products with 20+ variables driving cost on every order — and no clean way to see what was actually profitable. Sales priced deals on instinct, operations chased lead times reactively, and leadership had no consistent view of performance across the business.

What We Built

A Performance Intelligence Application that gave the manufacturer the ability to understand the gross margin on every door they sold — accounting for 20+ custom factors — and see deal-level profitability aggregatable by door type, glass type, geography, and sales rep.

We took it a step further and built a Lead-Times dashboard that created full transparency into how long each door took to go from ordered to installed, and where bottlenecks were created along the way.

The Outcome

Sales was held accountable to price deals appropriately and accurately. Warehouse and operations stayed on suppliers to compress lead times. Management received a daily email summarizing the day's performance — creating full alignment and accountability to drive better performance consistently and transparently over time.

Specialty Manufacturing · Case Study

Job-Level Gross Margin & Sales Tracking for an Optical Lab

How a ~$10 million a year specialty lens manufacturer went from ERP data they couldn't use to margin visibility at every job, client, and rep.

The Situation

The lab ran everything through an industry-specific ERP — 300 clients, 4 business units, and up to 16 components per job, any of which could move the margin. The data was all in there. Nobody could get it out in a form that answered "which clients are actually profitable, and which reps are selling the wrong work?"

What We Built

A performance intelligence application giving the GM, Managing Partner, and investors margin at the job, client, and product level over time. We then added labor ratios so operations could size staffing against actual job mix.

Then we pushed it down. Sales reps got their own view, secured so each rep sees only their clients and their portfolio's margin performance. Reps stopped guessing which business was worth chasing. Leadership gets a daily email each morning: job count, revenue, gross profit, margin, labor ratio.

The Outcome

10% improvement in variable profit per job and stable labor ratios amid 15% revenue growth. Leadership can drill into any metric when they need to — and stop looking when they don't.

Health Insurance · Case Study

Member-Level Financial Intelligence for a Medicare Advantage Company

The Situation

A Medicare Advantage company needed a CFO-driven platform to understand financial performance at the member level — plan profitability, cost drivers, and revenue performance by member cohort. The data existed across multiple systems. The intelligence didn't.

What We Built

A Performance Intelligence Application that brought together member-level financial data into a clean, structured view — enabling leadership to analyze plan profitability, understand where margin was being created or eroded, and make strategic decisions based on actual member economics rather than aggregate reporting.

The Outcome

Finance and executive leadership gained a clear, reliable view of member-level plan performance — turning fragmented data into a decision-making tool.

Cross-Industry

Performance Intelligence across specialty manufacturing

PodiumIQ has built Performance Intelligence Applications across a range of industries — Optical Labs, Door Manufacturers, Screenprinters — all with the same underlying challenge: leadership wants to drive specific behaviors, but the infrastructure to measure, communicate, and reward those behaviors doesn't exist yet. In each case, we built the data infrastructure, designed the performance views, and partnered with business leaders to align the system to the outcomes they were trying to drive.

Let us know if we can share examples or connect you with other business owners to share their experience with PodiumIQ.

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