Case Studies
See how our clients leverage AI to boost productivity, enhance customer relationships, and achieve a lasting competitive edge.
AI Driven Operational Efficiency in CPG:
Context: A global leader in the confectionery industry sought to leverage artificial intelligence to optimize operations and boost innovation across their manufacturing and distribution processes. Their objective was to improve uptime and utilization of their maintenance team while also improving understanding and adoption of AI technologies throughout all levels of their workforce. They aimed to identify impactful AI use cases within 3-4 weeks and implement actionable strategies within 6 months.
Challenges:
The company faced challenges typical to large-scale operations:
Complex supply chains: Monitoring and optimizing a vast network of suppliers and distributors.
Manual processes: Repetitive, labour-intensive and administrative tasks hampered overall productivity, creating bottlenecks.
Data silos: Multiple business units lacked cohesive data-sharing practices, hindering insights and decision-making.
Time constraints: The leadership team sought immediate, measurable gains without the luxury of extensive timelines.
Governance: The company wanted to meaningfully navigate all of this whilst staying true to their vision and ensuring their data, intellectual property and generated output are all in line with the most conservative international best practices.
Solutions:
• ElevAIte Labs engaged the company in a time-boxed AI discovery phase, collaborating to identify high-impact areas and potential AI-driven solutions:
Discovery Workshops: Seven interactive sessions with key stakeholders were conducted to identify 115 potential AI use cases across the company's operations.
Prioritization: Using a co-developed methodology, we prioritized five use cases based on expected business impact, ease of implementation, and alignment with strategic goals.
Champion Onboarding: Key internal champions were identified and onboarded to ensure buy-in from senior management and stakeholders.
AI Roadmap Development: We created detailed plans outlining the scope, timeline, and integration roadmap for each use case.
Results: Within the project timeline, the company successfully implemented five AI solutions, delivering tangible results:
Operational Efficiency: An AI-powered chatbot reduced technicians' workload on routine operational tasks by 60%, allowing them to focus on more value-added activities.
Cost Savings: Streamlined AI tools helped reduce manual inefficiencies, leading to significant cost reductions across manufacturing and distribution.
Workforce Empowerment: Over 80 employees were trained in AI tool usage, including Microsoft Co-Pilot, to enhance productivity across teams.
Strategic Value: The company is now poised to scale AI solutions across other areas, leveraging the successful foundation created during this engagement.
Identification of AI Use Case for Long-Term Care Provider
Context: A prominent long-term care provider in the senior living space sought to harness AI as a key differentiator. Facing pressure to improve both productivity and resident care, the provider aimed to pilot AI initiatives that could streamline internal processes and improve service delivery. They needed to galvanize and upskill senior leaders who volunteered to be a part of the GenAI Committee as well as identify and implement actionable AI use cases within a 6-12 month timeframe.
Challenges:
The healthcare industry presents unique challenges:
Regulatory Complexity: Compliance with stringent patient data privacy regulations, regulatory and insurance best practices, robust corporate governance, and multi-jurisdictional employment standards, all while maintaining a strong focus on patient care.
Overburdened System and Facilities: Increased demand for services put pressure on an already stretched workforce.
Operational Inefficiencies: Manual processes in scheduling, finance, and resident management were slowing operations, increasing costs, and risking errors.
Need for Quick Wins: Executives required clear, quick-turnaround solutions to demonstrate the potential impact of AI.
Solutions:
ElevAIte Labs partnered with the provider for an agile discovery process:
Workshops and Process Mapping: Conducted workshops to identify 19 potential AI use cases, each mapped against a detailed prioritization framework.
Selection Criteria: Of these, four high-impact cases were selected for immediate action, including finance automation, workforce management, and patient scheduling.
Blueprints for Success: We provided tailored implementation blueprints for each use case, ensuring the right data, systems, and processes were in place to support AI integration.
Results:
Within six months, the long-term care provider experienced significant improvements:
Enhanced Workforce Efficiency: The deployment of a "Digital Co-Worker" AI solution reduced manual effort in billing, invoicing, and procurement processes.
Improved Candidate Hiring: An AI-powered recruitment tool reduced the hiring cycle by over 50%, increasing the number of successful hires.
Clear Roadmap for Expansion: With the first wave of AI use cases successfully in place, the company is set to scale solutions across other areas like resident management and care planning.
AI-Capability Build & Adoption for Private Equity Firm
Context: A private equity firm managing large-scale investments wanted to upskill its internal teams to effectively harness the power of AI, specifically through tools like ChatGPT. The firm’s leadership sought a strategic partner to identify deliver hands-on AI training, opportunities to improve their experience and effectiveness through GenAI uses cases and enable their team to quickly capture meaningful value from AI applications across the organization.
Challenges:
The firm faced several key challenges in integrating AI into its workflows:
Knowledge Gap: The team lacked the technical knowledge to fully leverage AI solutions.
Legacy Ways of Working: Overconfidence in current ways of working with high levels of friction to incorporate new technologies/solutions.
Internal Adoption: Resistance to adopting new technologies was a concern, particularly given the firm’s traditional operational model.
Scope and Scalability: The firm needed guidance on how to identify and scale AI initiatives without over-committing resources early on.
Solutions:
ElevAIte Labs developed a focused program to address these challenges:
Experiential AI Training: We designed and delivered tailored workshops that provided the team with hands-on experience using AI tools and frameworks. This included real-time use case simulations relevant to their industry.
Use Case Identification: Through a one-week discovery process, the team identified and selected pilot AI use cases that could be implemented over the next three months.
Change Management: We helped establish a framework for continuous AI adoption, creating champions within the organization to ensure long-term success and scalability.
Results:
The private equity firm saw rapid internal adoption and tangible outcomes:
90% Adoption of AI Tools: Within three months, over 90% of the firm’s relevant employees were actively using AI tools in their day-to-day tasks and seeking further tools and support to grow adoption in the organization.
Efficiency Gains: There was a significant reduction in time spent on administrative tasks, with one use case cutting the time required to prepare investor newsletters by 80%.
Long-Term Impact: The firm is now equipped to expand AI capabilities into portfolio management and deal sourcing, positioning them for continued AI-driven innovation. They are considering a program to bring their data into a model which will help them hone their proposals and strategies using their own data and AI.
AI Driven Revenue Management for US-based Insurance Defence Law Firm
Context: A large insurance defence law firm was seeing financial losses due to claims and docket management challenges and did not feel the solutions in the market were adequately meeting their needs. Within the firm, manual processes, data technology, and the absence of reporting tools led to inefficiencies, making it difficult to operate and monitor the business and meaningfully track the revenue and cash flows. To address this, the firm’s leadership saw an opportunity, and started to develop an AI solution that could automate pre-bill review, reduce revenue leakage, and improve operational efficiency. ElevAIte Labs was brought in to help bring the solution to market.
Challenges:
Manual Intervention: The pre-bill flagging process relied heavily on manual review, leading to inconsistent results and human error.
Ineffective Technology: The firm's existing and developing solutions were shown in our discovery process to lack efficiency and efficacy when tested.
Poor User Experience: A cumbersome, non-intuitive user interface discouraged adoption across the firm, and frustrated uses across the business. The result was adoption pushback, which in turn hindered the solutions improvement processes.
No Reporting or Metrics: Limited visibility and accuracy in tracking against key performance indicators (KPIs), making it difficult to showcase ROI for potential customers.
Solutions: ElevAIte Labs partnered with the firm to develop a solution and implementation strategy that would work internally before considering taking their AI-powered billing solution to market. The approach we took was to stand in as an “Interim CEO” whilst validating the product & conducting market research in Phase 1, then doing some development & alpha testing in Phase 2 before finally putting together the JV Strategy & partnering to take the solution to market in Phase 3.
Product Roadmap Development: We collaborated on creating a strategic product roadmap, prioritizing high-impact features to show strong ROI in a core function, and then expand functionality after.
AI-Enhanced Accuracy & Reporting Tools: A custom reporting tool allowed the development team and the firm to track and resolve billing discrepancies before submission.
Optimized User Experience: We modernized the interface to simplify adoption, ensuring minimal human intervention and improved usability across departments. We took the approach of marketing and sales to the law firm themselves as a first client. This approach helped us ensure the product met vision and solved pain points, and also improved the work experiences of key people in the organization.
Go-to-Market Strategy: ElevAIte guided the business (now an independent entity) in developing a comprehensive go-to-market strategy, ensuring a smooth launch of the AI solution to their clients.
Results:
Strategic Structuring: The ElevAIte process gave the client recommendations to Go or No Go, a critical path to joint venture and a way to ensure that all stakeholders within the organization were finding more returns with less effort.
Improved Process Efficiency: Automation of the pre-bill process reduced the need for manual review, decreasing errors and speeding up the billing cycle.
Enhanced Reporting: Real-time metrics provided transparency into billing accuracy, allowing the firm to continuously improve processes and optimize resource allocation.
Streamlined User Adoption: With an upgraded user interface and reduced manual intervention, employee adoption rates improved, ensuring the solution's long-term success.
Commercialisation: ElevAIte leaned on its experiences founding businesses and another business in its portfolio to create ideal customer psychographics, a marketing plan, pricing strategy and a business plan + pitch deck to ensure all stakeholders were aligned on the solution as a independent venture.
AI Powered Efficiency for a Canadian HealthCare Technology Provider
Context: A Canadian healthcare technology company sought to leverage AI to help physicians and clinics optimize insurance claims, gain actionable business intelligence, and receive performance coaching. The company needed to scale its offerings while minimizing headcount, ensuring its AI and machine learning (ML) strategies were robust enough to support growth with minimal resources.'
Challenges:
Pressure Testing AI/ML Strategies: The company needed to ensure its existing AI and ML tools were delivering the expected results and could scale effectively.
Employee Upskilling: Staff required training to proficiently use generative AI (GenAI) for administrative tasks, ensuring maximum efficiency across operations.
Minimal Headcount Growth: To maintain lean operations, the company needed to expand its AI capabilities without increasing full-time staff.
Solutions: ElevAIte Labs provided a comprehensive solution to meet these challenges:
AI Strategy Testing & Development: ElevAIte rigorously pressure-tested the company's AI and ML strategies, identifying areas for improvement and ensuring scalability.
Employee Training & Upskilling: We conducted workshops, providing tailored learning modules and ongoing office hours to upskill employees in AI/GenAI tools, ensuring proficiency in automation and optimization tasks.
Process Automation: We led the development and implementation of bots, agents, and process automation across business operations, streamlining workflows and reducing manual intervention.
Reporting & Business Intelligence Tools: Our team of developers built advanced reporting and measurement tools, enhancing data visibility and enabling more effective, data-driven decision-making.
Joint Venture: ElevAIte Labs collaborated with the client to launch their product through a strategic joint venture partnership, leveraging our expertise to drive market entry and expansion.
Results:
Exceptional Growth: The company achieved month-over-month growth while maintaining an incredibly lean team, with fewer than three full-time employees running the business.
Revenue Boost: Every customer saw a 5-50% increase in revenue within just three months of using the optimized tools.
Minimal Churn: Customer retention remained strong, with churn rates under 3%.
No Additional Hires: The business was able to grow and scale without increasing headcount, fully relying on AI and automation to manage operations.
