Assistant drafted call notes and updated CRM fields; hours were saved weekly and record completeness rose above 95%.
Auto-summaries and suggested replies cut ticket handle time and reduced escalations within one sprint.
Automated pre-billing checks flagged mismatches, resulting in fewer exceptions and a faster month-end close.
We implement principle-of-least-privilege access, logging, and encryption in transit; no third-party sharing without consent. We’ll sign your NDA (or use a mutual NDA) and align with your security policies.
Inside your stack: embedded in tools (e.g., CRM, email, docs) or via approved connectors. We choose vendor-neutral options that fit your environment and compliance.
We baseline time/cycle metrics, then report hours saved, cycle-time deltas, adoption, and quality improvements on the ROI dashboard.
The focus is augmenting your team. Removing low-value work so people spend time on revenue generating activities and customer outcomes.
A short kickoff, 3–4 user interviews, and weekly 30-minute reviews during pilots. We create SOPs and training to minimize lift.
Not necessarily. We start with what you have. If a tool change creates outsized value, we’ll propose a pragmatic path.
We treat your data as confidential and are happy to sign your NDA or provide our mutual NDA before information is shared.
References: any case examples are anonymized unless we have explicit permission to use names/logos.
Fixed-fee pilot and scale-up. Typical pilots show visible results in 4–6 weeks.
