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Enterprise Services Company: 40% Reduction in Administrative Time Through AI Automation

How a multi-site services organization streamlined documentation and communications with practical AI

January 20, 2024
5 min read
200-500 employees
8 weeks project
40%
Less Admin Time
50%
Faster Intake
35%
Client Satisfaction
95%
Doc Accuracy

Summary

Representative engagement. Metrics shown are illustrative of typical results.

A growing enterprise services organization with multiple business units was struggling with manual processes and documentation burden. Teams spent over half their time on administrative work, and request intake was taking twice as long as optimal.

Through AI and automation implementation, the organization reduced administrative time by 40%, cut request intake time by 50%, and improved client satisfaction by 35%.

The Challenge

The organization had reached a growth stage where manual processes were becoming a major barrier to service quality. Key challenges included:

  • Manual data entry across multiple systems causing documentation delays
  • Teams spending excessive time on calls, emails, and scheduling
  • Inconsistent request intake processes creating bottlenecks
  • Limited visibility into capacity, turnaround times, and workload
  • Difficulty scaling operations as demand increased

Our Approach

We focused on three main areas:

1. AI-Assisted Documentation

Implemented AI capture and summarization to create consistent service notes and case updates that sync with core systems.

2. Automated Client Communication

Redesigned communication using AI messaging to handle status updates, scheduling, and follow-ups with intelligent routing.

3. Operations Analytics Dashboard

Built dashboards providing real-time visibility into scheduling, throughput, capacity, and operational metrics.

Implementation

1

Weeks 1-2: Assessment

Workflow audit and core system analysis

2

Weeks 3-4: Integration

Systems integration and data sync setup

3

Weeks 5-6: Automation

Documentation and communication automation

4

Weeks 7-8: Launch

Staff training and system deployment

Results

Administrative Time

40%

Reduction in administrative burden

Intake Time

50%

Reduction in request intake time

Client Satisfaction

35%

Improvement in satisfaction scores

Documentation Accuracy

95%

Improvement in documentation completeness

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