Case study template

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How Wealthflow helped Haven save 350 hours each month on expense report headaches

The company: Haven

About the company: Haven is a popular boutique wellness and fitness company that transforms people's health. Founded in San Diego in 2001, the company has built a tight-nit community over the past 23 years and now operates 51 locations in 9 countries. The company’s mission is to inspire members to give life their all, have fun, and strive for excellence.


  • 4 days saved each month
  • $45k savings through new spending insights
  • 350 hours saved compiling monthly expense reports

“As our business grows, we require tools that can grow with us - we need real-time visibility of expenses, and we need to identify duplicate spending. These insights are crucial for our business's health.”
– Leo Parke, SVP Finance & Strategy, Haven

The problem

Manual, over-complicated legacy systems led to waste, friction, and errors

Haven wants to help people be their best, including their own staff. But their old finance and accounting systems got in the way. These systems slowed things down and made it hard to focus on important new ideas.

"Everything was sluggish and out of date," remarks Maya Starling, Haven's Controller. "Carrying out any task - expenses, transactions, or even accessing our software - would take two to three days, sometimes even longer."

The old systems created problems for the finance team's main goals. "Being more efficient is a key goal," says Leo Parke, Haven's Senior Vice President of Strategy & Finance. As a small team, Haven's finance department looks for ways to simplify processes, fix issues, and automate tasks when possible. This makes their daily work go faster without lowering accuracy. It also leads to better relationships and smarter decisions across the business.

"Finance and reporting need data sooner for month-end close," explains Maya. "Delays of 4-5 days add up quickly." Maya spent 2-3 hours per week manually coding and tracking expenses. She also spent 3-4 hours reminding people to submit expenses. Month-end close took 1-2 full days for Maya, plus 2-3 days for a colleague.

Leo leads the strategy side of the finance team. Reviewing profit and loss statements after each month ended was far from ideal. "You had to wait until the very end of the month to even see what was happening," he said. Haven's old accounting and finance systems didn't let you see real-time spending or make changes mid-month.

The Haven finance team needed something to reduce manual work, improve accuracy, and show real-time spending data.

The solution

An automated platform designed for simplicity that helps saves time, reduce errors, and give clearer visibility

Haven partnered with Wealthflow to automate their expense management, making it easier for the finance team to track expenses and adjust them in real time. "Using Wealthflow is in line with our dedication to innovation and staying ahead of new trends, as well as our ability to adapt and change," says Leo.

With the help of automation, the accounting team's daily tasks have become more efficient, as they no longer need to handle time-consuming manual processes. "Before Wealthflow, we had to manually reach out to everyone when they didn't submit their expenses on time," mentions Leo. "Now, there's a button in Wealthflow that automatically sends reminders to everyone to submit their expenses. This saves our team hours and frees them up to focus on what actually drives our business."

The finance team has introduced Wealthflow cards throughout the company, allowing managers to set their own card rules, enforce spending limits, and create vendor-specific virtual cards. This has given more control to individuals across the company, saved time for the accounting team, and reduced instances of fraudulent credit card activity.

"We keep finding new things Wealthflow can do," says Leo. For example, a team member wanted to sign up for a vendor another team already used. Leo got a Wealthflow notice saying he already paid that vendor – that one notice saved Haven about $5,000.

The result

4 days saved, less manual work, and clearer visibility

Using Wealthflow has shown the finance team's dedication to innovation. This tool has saved accountants and employees a lot of time each month on tasks like expense reports.

“With Wealthflow, we save almost 350 hours a month across the company because we don't need to do traditional expense reports anymore. I haven't done any manual work since we started using the platform,” says Maya.

“Before, we spent too much time on busy work instead of focusing on important tasks like accurate reporting and growing the business,” adds Leo. Now, the team can concentrate on more valuable work.

“We'll have more time to give information to the reporting team and business leaders faster. This will help them see how they're doing more quickly,” Maya says.

Wealthflow's real-time insights have been a big help. Since using the platform, Leo has made individual dashboards for each studio. These show revenue predictions, labor spending compared to the budget, and Wealthflow data for operating expenses and fixed charges in real time.

“Having all this information in one place makes it easy to see if a studio is on track for the month. If not, we can look at operating expenses, labor, and ways to increase revenue,” says Leo.

This detailed information helps Haven achieve its main goal of transforming lives worldwide. “We want to bring this to more people,” says Leo. “But we need money to build more locations, and focusing on profitability helps us grow the business.”

Wealthflow supports this focus on profitability. The partnership finds ways to save money, reduces duplicate spending, gives real-time insights into each studio's financial health, and allows the finance team to work on higher-value tasks.

Plus, it makes things easier for employees across the organization. “The feedback has been very positive,” says Leo. “Everyone loves the experience.”

Why should you write a case study

Creating compelling case studies is a powerful way to showcase your company's success stories and attract new customers. A well-crafted case study not only highlights the value your product or service provides, but also helps potential clients envision how you could solve their specific challenges.

Writing a case study serves several key purposes:

  1. Showcase success stories. A well-crafted case study highlights your company's achievements and demonstrates the value of your product or service. It's an opportunity to share how you've helped clients overcome challenges and achieve their goals.
  2. Provide detailed insights. Case studies often include in-depth information about the client's situation, the solutions you provided, and the results achieved. This gives potential clients a clear understanding of what to expect when working with you.
  3. Build credibility. Including specific metrics, strategies, and client testimonials in your case study adds credibility and helps build trust with your audience. It shows that you have a proven track record of delivering results.
  4. Offer valuable resources. A case study can serve as a resource for potential clients, providing them with insights and ideas on how to address similar challenges. It positions your company as a knowledgeable and reliable partner.
  5. Encourage engagement. Make sure to include a call-to-action in your case study, inviting readers to contact you for more information or to discuss how you can help them. This opens lines of communication and encourages potential clients to take the next step.

By investing time in developing a library of persuasive case studies, you can build trust with your target audience, differentiate yourself from competitors, and ultimately drive more sales for your business.

How to write a case study

When writing a case study, start by providing an overview of your client's company and the challenges they were facing before working with you. Include key details like their industry, size, and primary pain points.

Next, dive into the solution your company provided. Be specific about the products, services, or strategies you implemented to help the client overcome their challenges. Use data and metrics to quantify the impact of your work, such as increased revenue, improved efficiency, or higher customer satisfaction scores.

Finally, include a quote or testimonial from your client about their experience working with you. This adds credibility to your case study and helps readers connect with the real people behind the story.

You could also use Type, an AI-powered document editor that helps you write smarter. Our library has dozens of expert-curated templates to choose from, like this sample case study.

How to use this template

Here's how to go from our general template to a polished case study in just a few clicks.

  1. Open up Type, click "New Document," and select the "Case Study" template from the gallery.
  2. Under "knowledge sources," you can include a link to your client's website or any other relevant background information. This will give the writing AI more context to work with.
  3. Hit "Generate," and watch as Type's writing AI creates a custom case study for you in seconds.
  4. Refine the case study with our Rewrite brushes. You can adjust the tone, shorten the text, enhance readability, and more.
  5. Add your own personal touches with specific numbers and concrete examples. If you need some ideas, brainstorm with Type Chat, a chatbot that lives right next to your document.
  6. When you're done, ask Type to review your work for any grammar or spelling mistakes. A polished, error-free case study will help your company look professional and credible.
  7. Export your completed case study from Type in either a PDF or DOC file. It's ready to add to your website, sales collateral, or client proposals!

Best practices and tips for success

Before you start writing, gather all the necessary information from your client and internal teams. Some key details to nail down include:

  • The client's initial goals and expectations for the project
  • The specific products, services, or strategies your company provided
  • Quantitative data that demonstrates the impact of your work
  • Qualitative feedback from the client about their experience and results
  • Visuals like logos, photos, or charts to break up the text

Focus on the client, not your company: While it's important to explain what you did, the emphasis should be on how it benefited the client. Keep the spotlight on their challenges and success.

Tell a story: Case studies are more engaging when they follow a narrative arc. Set the scene, introduce the problem, describe the solution, and show the happy ending.

Use simple language: Avoid jargon and technical terms that may confuse readers. Aim for a clear, concise writing style that's easy to follow.

Include visuals: Break up walls of text with images, charts, pull quotes, and other visual elements. This makes your case study more skimmable and engaging.

Provide next steps: End with a call-to-action that encourages readers to contact you for more information or to discuss their own challenges. Make it easy for them to take the next step.

How to access this template

Getting started with this case study template is easy. Just log into your Type account and open a new document.

Once you're in the document editor, select the "Generate" button to open the "Generate Draft" menu. Tap "Use template →" to open the template menu, where you can choose "Case Study" from the options.

Your turn

Showcasing your company's success stories is a surefire way to build credibility and attract new business. Let Type and our proven template help you craft compelling case studies in a fraction of the time.

Try Type out and see how easy it is to create persuasive, professional case studies that convert.

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