Problems solved, results delivered

The challenge

Claims staff keyed data from scanned forms, receipts and medical reports by hand, and backlogs grew after every storm season.

The approach

Deployed document AI that sorts each file and extracts key fields, with a reviewer confirming low-confidence values before they reach the claims system.

The results

• Most documents processed without manual keying
• Storm-season backlog cleared in weeks
• Every value traceable to its source page

The challenge

Agents spent minutes writing notes after every call, and QA teams could review only a small sample of conversations.

The approach

Added live transcription and AI summaries to the agent desktop, and scored every call against the QA checklist for supervisors to review.

The results

• After-call work cut sharply
• QA coverage expanded from samples to all calls
• Coaching focused on flagged conversations

The challenge

Loan officers manually checked IDs, credit data and policy rules on every application before they could decide.

The approach

Built an AI agent that runs the checks, applies lending policy and drafts a recommendation, while officers keep the final approval.

The results

• Pre-screening cut from days to hours
• The same policy checks on every application
• A person approves every decision

The challenge

Each branch ran its own desktop software, so patient records and daily collections could not be seen across branches.

The approach

Moved every branch onto one cloud platform with shared patient records, role-based access and a phased rollout plan per branch.

The results

• One patient record across branches
• Daily collections in one dashboard
• No branch closed for the migration

The challenge

Customers kept asking for reports, and engineers built each one by hand, slowing down the product roadmap.

The approach

Built a multi-tenant analytics layer with strict per-customer data isolation and dashboards embedded directly in the product.

The results

• Self-service dashboards for every customer
• Custom report requests largely gone
• Tenant isolation verified in testing

The challenge

Orders, inventory, finance and HR ran on a dozen cloud apps held together by exports and copy-paste.

The approach

Designed an integration hub that syncs the apps through APIs and event-driven workflows, with monitoring on every flow.

The results

• A dozen apps connected through one hub
• Manual exports and re-keying removed
• Failed syncs alerted and retried

The challenge

Capital, expected loss and stress scenarios were calculated in fragmented tools and spreadsheets, making results slow to produce and hard to audit.

The approach

Built one governed risk data foundation with calculation engines on top, and moved rating models into a controlled, auditable process.

The results

• One framework for capital and stress testing
• Economic capital simulation proven
• Credit rating data in one governed warehouse

The challenge

Finance controllers relied on manual spreadsheets for bond reconciliation, KPI reporting and general-ledger mapping.

The approach

Ranked controller workflows by value and risk, then automated the top ones on a shared framework with reconciliations and audit trails.

The results

• Seven finance automation tools delivered
• Reconciliations moved off manual spreadsheets
• Shared standards adopted across the team

The challenge

Monthly profitability reporting depended on fragile data loads and a spreadsheet-macro adjustment process that was hard to control.

The approach

Rebuilt month-end as a monitored pipeline and moved manual adjustments into a secure web app with maker-checker approval.

The results

• Month-end reporting supported end to end
• Spreadsheet macros replaced by a controlled app
• Runbooks and peer reviews in place

The challenge

Policy, claims and billing data lived in a dozen siloed systems, so every report needed manual reconciliation.

The approach

Designed and provisioned a data lake with raw, standardized and curated layers, and built an enterprise insurance data model on top.

The results

• 15+ source systems unified
• Multi-terabyte history migrated
• Report prep time cut from days to hours

The challenge

Regulators asked for lineage on key risk and finance figures that no one could trace end to end.

The approach

Rolled out a metadata catalog and business glossary, captured lineage from source to report, and set up data stewardship.

The results

• Full lineage for critical regulatory reports
• Audit findings closed
• One glossary for business and IT

The challenge

Nightly batch loads frequently failed and finished too late for morning business reporting.

The approach

Re-engineered pipelines with orchestration, incremental loads and automated data quality checks.

The results

• Load failures down 90%
• Data available 4 hours earlier
• Automated alerts replaced manual checks

The challenge

New hires waited days for system access, equipment and payroll setup, chased through emails and paper forms.

The approach

Built one onboarding workflow triggered by the hire record that provisions accounts, routes approvals and tracks every task.

The results

• New hires productive from day one
• Manual hand-offs between teams removed
• Full audit trail for every new joiner

The challenge

Timesheets and leave were reconciled by hand every payroll cycle, causing late cut-offs and pay corrections.

The approach

Connected time, leave and payroll data with validation rules that flag exceptions well before each cut-off.

The results

• Payroll cut-offs met every cycle
• Pay corrections sharply reduced
• Team reviews exceptions, not every row

The challenge

The HR team spent most of its day answering routine questions and preparing certificates and leave reports by hand.

The approach

Launched an employee self-service portal with an AI assistant that answers policy questions and generates documents on request.

The results

• Routine requests handled instantly
• Documents issued in minutes, not days
• HR time freed for people priorities