CASE STUDY
How BSBD Uncovered Hidden Workforce Inefficiencies and Identified $180K+ in Software Waste
Gaining visibility into a growing remote workforce without compromising culture
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INDUSTRY
- Insurance
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COMPANY SIZE
- 70+ Employees
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PRODUCTS:
- BrowseReporter
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RESULTS
- Reduced Unnecessary Hiring,
- $180K+ Cost Savings Identified,
- Improved Workforce Visibility,
- Data-Driven Decision Making
Overview
Boyd, Shackleford, Barnett & Dixon (BSBD) is a fast growing independent insurance agency based in Plano, Texas, with a distributed workforce of over 70 employees.
As the organization expanded rapidly, leadership faced a fundamental challenge:
How do you manage productivity, hiring, and costs when most of your workforce operates remotely, and you don’t have complete visibility?
For Stormy Partee, Director of Operations, the answer became clear: without data, every decision was based on assumptions.
“There was no true way for me to manage the number of people that we have on our team without having some kind of data.”
Stormy Partee, Director of Operations
The Challenge
Growth without visibility
BSBD’s rapid expansion created operational complexity. While systems like Nexsure provided partial insights, they failed to capture the full picture of employee activity and productivity.
“It does not give me a full picture… there’s never been a true way to measure any of that for our staff.”
Stormy Partee, Director of Operations
This lack of visibility led to three critical issues:
- Inaccurate productivity signals
- Uncertainty around employee utilization
- Pressure to hire without clear justification
The illusion of busyness
Like many organizations, BSBD relied on self reported activity and limited system logs.
“Everybody’s the busiest person in our office when you ask them… but it doesn’t look like they’re busy.”
Stormy Partee, Director of Operations
Without objective data, leadership couldn’t distinguish between:
- Actual productive work
- Idle or untracked time
- Work happening outside core systems
Rising costs and hiring pressure
As producers were added, there was increasing pressure to expand the support team.
But Stormy suspected something wasn’t adding up.
“I knew we were losing money… in terms of time with our team members.”
Stormy Partee, Director of Operations
Hiring more employees without understanding existing capacity would only increase costs without improving output.
The Solution
Choosing visibility over assumptions
After evaluating multiple platforms, including Teramind, BSBD selected CurrentWare.
“It came down to CurrentWare and another platform… but the cost was substantially higher.”
“I knew I was getting what I needed… at less than half the cost.”
Stormy Partee, Director of Operations
The team implemented BrowseReporter to gain insight into:
- Application and web usage
- Time utilization patterns
- Workforce productivity trends
- Employee activity outside core systems
A practical, culture first approach
Importantly, BSBD adopted a balanced approach to monitoring, focused on insights, not surveillance.
“We’re trying to put controls in place without impacting the culture.”
“It’s not something I hover over all day… I only use it when I need real answers.”
Stormy Partee, Director of Operations
The Results
Data backed workforce visibility
For the first time, BSBD could combine system data with real activity insights.
“Now I can put both reports together and it gives me a much better picture of what’s truly happening.”
Stormy Partee, Director of Operations
This enabled:
- Clear productivity benchmarking
- Better performance conversations
- Real time operational insights
Smarter hiring decisions
With visibility into actual capacity, BSBD avoided unnecessary hiring.
“We do not need to hire another support team member… I’ve got people that have more than enough capacity.”
“It really helped me justify not having to constantly hire people.”
Stormy Partee, Director of Operations
Instead of scaling headcount reactively, leadership could now:
- Optimize existing workforce
- Delay hiring until truly necessary
- Improve labor cost efficiency
$180,000-$200,000 in software waste identified
One of the most immediate financial impacts came from uncovering unused software spend.
“That’s a lot of money going out the door every single year.”
“If we do not see better utilization… it needs to go because it’s costing us upwards of $200,000.”
Stormy Partee, Director of Operations
Turning Insight into Measurable ROI
The financial impact of CurrentWare became immediately clear when BSPD uncovered a major source of wasted software spend.
“It is costing us about $180,000 a year… and nobody uses it.”
Stormy Partee, Director of Operations
Compared to the annual CurrentWare investment, this single insight delivered a 50x return on investment.
“That covers more than our CurrentWare subscription… it’s a pretty big deal.”
Stormy Partee, Director of Operations
Impact
- Immediate visibility into unused licenses
- Clear action plan to eliminate waste
- Savings that significantly exceed the cost of CurrentWare more than 50 times over
From visibility to financial planning
Beyond immediate savings, BSBD is now using CurrentWare as a strategic planning tool.
Stormy is actively leveraging workforce and cost insights to guide budgeting decisions for the coming years.
“I’m going to be able to use this data… to help with our budgeting for 2027, 2028 going forward.”
Stormy Partee, Director of Operations
Stormy now uses CurrentWare insights to:
- Present evidence backed recommendations
- Support financial and operational decisions
- Drive alignment with executive leadership, including the CFO
This shift transforms workforce data into actionable business intelligence.
Stronger operational confidence
One of the most significant shifts has been the ability to bring credible, data backed insights to leadership.
“It makes me feel more confident in what I’m putting in front of leadership.”
“We can narrow it down to the date, the time, and the website… what’s happening.”
Stormy Partee, Director of Operations
Leadership could now:
- Validate assumptions with data
- Respond to issues quickly
- Align hiring, budgeting, and operations
- Fairer performance evaluations
Implementation Experience
Despite being new to workforce visibility tools, BSBD found the rollout straightforward.
“There was a little bit of backend work… but once everything was set up, it’s been great.”
“Everybody’s been very helpful… no complaints at all.”
Stormy Partee, Director of Operations
Conclusion
For BSBD, CurrentWare didn’t just provide visibility, it changed how the organization makes decisions.
From uncovering hidden inefficiencies to preventing unnecessary hiring and identifying nearly $200K in wasted spend, the platform enabled leadership to move from intuition to evidence.
“We had no true way to measure productivity before… now we actually understand what’s happening.”
Stormy Partee, Director of Operations
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