Transforming operations with automated research

James Zipeure

Product Researcher
Project Manager
Automation Engineer

The project

For this research project, we began with a detailed consultation with key stakeholders to identify critical research questions, datasets, and processes that would benefit from an analytical approach. Using advanced tools and methodologies, we helped define specific research goals, including identifying trends, data gaps, and areas for optimisation.
Once the scope was established, we created a clear framework with success metrics such as data quality, accuracy of findings, and the ability to provide actionable insights. The goal was to enhance the research process, ensuring alignment with the client’s strategic objectives.
We then presented an overview of our research approach, identifying key data points for analysis, including demographic, market, and behavioural datasets. By vetting data sources carefully, we ensured reliable, relevant insights.
Throughout the project, we employed machine learning algorithms to process large datasets, uncovering patterns and predicting outcomes with minimal manual intervention. AI tools automated the analysis, improving accuracy and reducing error rates, supported by studies like those from McKinsey.
A key phase involved comparing our automated methodology with traditional methods, demonstrating a 90% increase in data processing efficiency. We also conducted interviews with stakeholders, refining our methodology to better align with client needs.
At the project’s conclusion, we delivered a comprehensive report with data analysis, insights, and recommendations. Visual data representations made findings easy to interpret, directly contributing to improved client strategies.
The entire process was completed within five to six weeks. Automation and advanced analytics reduced manual processing time, validated by PwC studies showing cost reductions up to 20%. Upon completion, we transitioned to a long-term research partnership, continually adapting our framework to meet evolving business needs.

The process

Initial consultation

We begin by consulting with senior leadership to identify business processes that could benefit from automation. This high-level review of workflows, challenges, and opportunities aims to uncover tasks or operations that could be optimised through AI-driven solutions.

Scope of w (SOW) definition

Once key processes are identified, we define the Scope of Work (SOW), outlining measurable outcomes such as speed improvements, error reduction, or cost savings. Success criteria, timelines, and data requirements are set to ensure clarity and alignment for the Proof of Concept (POC).

Data collection and quality assessment

We gather and evaluate the necessary datasets, identifying any gaps or inconsistencies early on. Ensuring data quality is essential to optimising the POC's accuracy and timing.

Platform demonstration

We provide a live demonstration of Exact AI’s platform, showcasing its ability to handle large datasets, automate processes, and provide real-time insights. The focus is on the specific impact automation will have on business operations.

Process analysis and workflow optimisation

An in-depth analysis of the current workflows identifies bottlenecks and inefficiencies. We map out key tasks to determine where automation will have the most significant impact, whether in financial reconciliation, error detection, or process optimisation.

POC execution

We execute the POC using Exact AI’s platform, applying automation to selected workflows such as invoice processing or task management. This phase runs in parallel with the client’s manual systems to directly compare efficiency gains.

Live demonstration and comparison

A live demonstration showcases the automation solution's real-time performance compared to manual processes. Improvements in speed, accuracy, and resource allocation are tracked, providing clear evidence of the benefits.

Staff Interviews and collaboration

We collaborate with key staff to understand their workflow challenges and ensure a smooth integration of automation. This step helps address any resistance and provides the necessary training to support the transition.

Performance reporting and analysis

A comprehensive report summarises the POC results, including comparisons between manual and automated processes. Visual data highlights key improvements such as time savings and error reduction, supporting the case for long-term automation.

Transition to long-term partnership

Following the POC's success, we transition to a long-term partnership, fully integrating Exact AI’s solutions into the client’s operations. This phase includes continuous performance monitoring, updates, and optimisation to ensure ongoing improvements as business needs evolve.
This process ensures a structured, efficient approach to integrating AI automation into your business.
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