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AI opportunity mapping for a credit management company
A thorough analysis of a credit management company’s operations allowed us to map the AI opportunities capable of improving staff productivity and the customer experience, ultimately driving growth.
Client and challenge
Our client, an international credit management company, helps its customers manage contract compliance, efficient invoicing, and timely repayments. Striving for improved efficiency and growth, the company engaged us to identify high-impact AI integration opportunities within its business and outline the process and terms of their implementation.
Client
Credit management company
Domain
Trading & financial services
Solution
LLM solution
Services
AI opportunity mapping
Outsourcing model
Technology
Python, Tableau, PowerBI
Solution
We conducted the mapping in three key phases: analyzing ongoing processes, identifying AI opportunities, and planning for integration opportunities.
Current workflow assessment
We started by analyzing the company’s tasks and processes, categorizing them into routine, data-driven, decision-making, and customer support tasks. We then interviewed the company’s employees to identify the issues and inconveniences they encounter in completing these tasks.
Understanding AI opportunities
Our assessment identified specific operations that could benefit from AI-powered data analysis, predictive analytics, and intelligent decision support. We also examined the tools employees use to complete their tasks, which allowed us to identify automation opportunities.
Our team then specified the AI technologies and solutions required for each integration option. To assess their feasibility and determine the optimal order of execution, our specialists evaluated the resources needed and estimated the return on investment for each AI integration.
Implementation planning
After a thorough analysis, we created a comprehensive strategic roadmap outlining the steps and optimal order of AI implementation, including timelines, milestones, and required resources. This roadmap gave our client a clear picture of the next steps.
See also:
AI Development Services
From AI strategy building and data analysis to AI integration and deployment, our comprehensive artificial intelligence development services are tailored to address challenges across domains.
Result
Based on our analysis of the company’s operations, the EffectiveSoft specialists outlined several AI integration opportunities, along with the terms and optimal order of their implementation. As a result, our team integrated a RAG-based LLM solution to automate responses to customer queries, improving customer support and workload distribution while lowering costs. Our collaboration with the client is ongoing, with plans to implement several other outlined solutions.