Case Study: Broughton Partners accelerates AI-driven vendor discovery with Sagetap

Broughton Partners finds Cerby in under 3 months with Sagetap

Broughton Partners, a law firm marketing organization, faced the challenge of finding and evaluating technology vendors to support its digital transformation, particularly in implementing AI agents and automations. Their previous process of using Gartner lists and private equity referrals was manual and inefficient. CIO Kenneth Corriveau turned to Sagetap to discover emerging technologies and connect with peer recommendations to find vendors that could solve his specific needs.

Using Sagetap, the customer was able to efficiently discover and evaluate vendors through focused conversations, which saved significant time. This process led them to a key partnership with the vendor Cerby, which solved a unique need no other company in their industry was addressing. Broughton Partners went from discovery to a signed contract with Cerby in under three months, including a proof of concept, and also joined the vendor's client product team as a design partner.

Broughton Partners