Saurav Shekhar

Strategy Consultant

Case Study 11: Ops Turnaround of Authbridge

When we first engaged with AuthBridge through CEOFactory.vc, the challenge was clear. The company was scaling fast—onboarding new clients every week—but the client-servicing engine and core operations had not caught up. As a result, response times were slipping, repeat issues were resurfacing, and dissatisfaction was starting to show up in churn reports. The stakes were high: in the Background Verification (BGV) industry, where AuthBridge has built a 19-year legacy, trust is the only currency, and system cracks translate directly into reputational risk.

The initial diagnostics confirmed the operational lag. The Client Satisfaction Score (CSAT) was a concerning 55%, far below the typical B2B enterprise benchmark. Service velocity was crippled, with the Average Ticket First Response Time (FRT) at 4 hours, and resolution taking 8.5 hours. Worse still, internal Audit Quality (Process Compliance) stood at a dangerous 42%, indicating a failure to adhere to the necessary regulatory and quality protocols expected in the BGV space. Quality relied on individual effort, not on scalable, standardized systems.

This is the story of how we worked with their teams on the ground—across the 900-member operational workforce—to build structure, reduce wasted effort, and bring predictability across both Servicing and Operations.


1. Fixing Client Servicing: From Firefighting to a Predictable Rhythm

AuthBridge had just created a dedicated servicing unit, but almost nothing was standardized. Executives were juggling calls, tickets, billing queries, and internal escalations without a clear playbook. Everyone was busy, but no one could tell what “good” looked like.

A. Putting measurable metrics in place We introduced simple but powerful service metrics, focusing on both transactional speed and relational health: First Response Time, Final Resolution Time, and the primary satisfaction indicators, CSAT and NPS. We built Freshdesk dashboards on FIFO logic so the leadership could finally see bottlenecks in real time. This shifted management focus from anecdotal problems to quantifiable service delivery targets.

B. Cutting ticket load with an AI-powered Deflector System Almost half the servicing tickets were actually simple queries for Operations or Billing that didn’t require human intervention. This was frustrating clients and clogging the human queue. We built a “Deflector” layer using NLP that automatically tagged such tickets and routed clients to appropriate self-service documentation or channels. This was key, as B2B technical users overwhelmingly prefer self-resolution. Servicing executives stopped acting as postmen, and focus returned to complex client conversations, filtering out up to 60% of routine inquiries.

C. Structuring executive workflows We introduced a simple Google Sheet–based Action Tracker that enforced discipline on follow-ups. By standardizing the capture of next steps into 9 clear actionables per meeting, tracked by a 2×2 prioritization grid, we instantly brought discipline and visibility into follow-ups, with auto-mailers ensuring accountability for ETA deadlines.

D. Training in communication basics and External Process Audit We recognized that superior B2B service is rooted in connection. We trained the team across five communication pillars, focusing on Empathy, Tone, and Structuring Responses. These small changes were crucial for building long-term loyalty and moving the CSAT needle beyond mere efficiency. To ensure accountability, a third-party audit team reviewed tickets and meetings daily, providing a feedback loop that helped shape weekly coaching sessions, a critical best practice in BPO quality governance.


2. Rewiring Operations: Cutting Complexity for a 900-Member Team

AuthBridge’s operations team was large and experienced, but trapped inside a legacy workflow tool. An operator often needed 10 clicks and 15 screens to complete a basic verification, creating high fatigue and risk of error. Our task was to remove friction, embed quality governance, and bring automation wherever possible.

A. Reducing clicks and collapsing screens We mapped the entire process end-to-end. We redesigned the interface so related fields auto-filled and steps were grouped, significantly reducing wasted clicks and fatigue across shifts. The goal was simple: optimize the BPO process to maximize productivity and minimize waste.

B. Bringing in external AI and Workflow Automation We strategically deployed automation to replace or assist human agents in high-volume, repetitive tasks.

  • We added an OCR-based API layer so machine verification could handle a large part of data extraction from various documents. Operators only checked exceptions, vastly accelerating the core background screening process.
  • Common repeat steps, such as templated email alerts and compliance checks, were automated, reducing manual intervention and error rates.

C. Using AI for email sentiment prioritization To ensure critical client issues were never missed, we added an AI model (a Gemini-based prototype) to classify client emails by urgency and sentiment (negative, compliance-related). This meant teams could prioritize high-risk or high-value accounts correctly, ensuring the fastest service was deployed where the business impact was greatest.

D. Strengthening quality governance Before our work, managers focused purely on SLA, leaving quality as an afterthought. To manage the vast 900-member team, we introduced comprehensive quality control:

  • We codified Comprehensive SOPs and defined an extensive list of 292 specific KRAs and KPIs across every department. This created a permanent, measurable performance management infrastructure.
  • We implemented Supervisor Scorecards and Human Rating Scores for quality assurance specialists to audit customer interactions. This data-driven coaching system allowed managers to identify the bottom 10 percent for targeted improvement and lift the quality baseline organization-wide.

Impact in Numbers: Operational Excellence Driving Growth

The two-pronged strategy delivered immediate, measurable impact, converting operational stability into a key competitive differentiator.

AspectBefore EngagementAfter EngagementStrategic Impact
Client Satisfaction Score (CSAT)55%92%Exceeded B2B enterprise benchmark
Ticket Resolution Time8.5 hours~3 hours64.7% reduction in time-to-resolution
First Response Time (FRT)4 hours~1.5 hours62.5% reduction in response latency
Audit Quality (Process Compliance)42%97%Mitigation of regulatory and financial risk
Total Manpower CostN/AReduced by 17%Quantifiable ROI from automation and efficiency gains
Pre-sales Inquiries GeneratedN/A29 croresOperational stability enabled confident commercial expansion

Export to Sheets

The most important takeaway is the relationship between quality and cost. By stabilizing compliance at 97% and digital adoption at 60%, we eliminated costly rework and automated repetitive functions. This operational optimization directly translated into a 17% reduction in total manpower cost, aligning with industry trends where automation drives significant BPO cost savings.

This newfound operational confidence—the ability to reliably deliver high-quality, high-speed service—immediately supported aggressive commercial targets, generating 29 crores worth of inquiries from pre-sales activity. Our work with AuthBridge showed how powerful simple structure can be when a company is scaling. By combining rigorous governance, workflow design, automation, and people-training, we were able to bring order to chaos and create a servicing and operations engine that could grow reliably with the business.


Discover more from Saurav Shekhar

Subscribe to get the latest posts sent to your email.

Discover more from Saurav Shekhar

Subscribe now to keep reading and get access to the full archive.

Continue reading