Example projects.
These illustrative projects show how a setup could work and what to measure. The businesses, scenarios, and figures are examples, rather than reports of completed client projects.
The scope and targets for a real project depend on your current process, tools, and data.
Following up on service inquiries.
A heating and cooling company receives inquiries through web forms, missed calls, and marketplaces. Office staff copy the details into the CRM and follow up when they have time. Open quotes are hard to track.
Connect the lead sources to the existing CRM, assign inquiries by job type, and add reminders for unanswered quotes. Approved follow-up messages can run on a schedule and pause when a customer replies.
CRM automationThe team can see which inquiries need a reply and who owns each next step. To evaluate the project, measure response time, unanswered inquiries, and the time spent on follow-up.
example goal for inquiries left unassigned overnight
example first-response target
example target for reducing manual follow-up
Preparing purchase orders for review.
A distributor receives purchase orders as PDFs, emails, and scanned documents. Staff enter line items, part numbers, quantities, and shipping details into the enterprise resource planning system (ERP). Each order needs to be checked for errors.
Extract the order details, match part numbers against the product catalog, and prepare a record in the ERP. Missing values and mismatches go to a review queue. A person approves the order before processing continues.
Process automationStaff review the extracted records and resolve exceptions. Compare the time per order and the number of corrections with the original process, including the time spent checking the output.
example reduction target for manual data entry
example review target against a 25-minute baseline
staff involved in this example workflow
Answering routine practice questions.
Front-desk staff repeatedly answer questions about hours, locations, insurance, and appointment preparation while also checking in patients. More involved questions arrive through the same channels.
Connect an assistant to approved practice information and set rules for routing clinical, billing, and sensitive questions to staff. Test routine questions and escalation cases before making the assistant available.
AI agent developmentRoutine administrative questions have a self-service option. Staff review unresolved conversations and check a sample of answers for accuracy. Measure the share resolved, the handoff time, and any incorrect answers.
example target for routine questions resolved
possible availability for administrative questions
clinical decisions assigned to the assistant
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