Objectives
Identify manual workflows that were known pain points and prioritize workflows that could leverage AI.
Overview
We partnered with cross-functional teams from sales, marketing, and technology at a publicly-traded physical security company to automate the creation of external price books.
By the numbers
Identify manual workflows that were known pain points and prioritize workflows that could leverage AI.
The pricing process had to be manually sourced from Salesforce, Excel sheets, and SQL databases — slowing execution and increasing errors.
Built an automated pricing system that unified disparate data into a single source of truth and generated accurate product-level margin insights based on customer information.
Benefits
A systematic effort-vs-value framework helped stakeholders focus on high-impact use cases first.
Eliminated manual processes by linking Salesforce, Excel, and SQL data into a single engine for margin analysis.
Reduced project lifecycle by 4 weeks, delivering measurable ROI in under one quarter.
30 minutes. No slides. We'll help identify the highest-leverage AI workflows.
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