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Case Studies

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Elevating business intelligence with Generative AI

Elevating business intelligence with Generative AI

Elevating business intelligence with Generative AI

How a Big Four firm streamlined more than thousands of monthly queries with AI

How a Big Four firm streamlined more than thousands of monthly queries with AI

High overall accuracy rate

Thousands of monthly queries

High project leadership

Weeks from planning to launch

The challenge

Optimizing data access and enhancing efficiency

A Big Four accounting firm struggled with scattered, unstructured data access. Employees struggled to find essential files. Traditional methods, requiring manual training, contributed to operational inefficiencies. They wanted the system to guarantee almost complete accuracy for user trust. They also wanted it to integrate with their existing tools, supporting leave applications and reimbursements.

Key challenges

  • Scattered, unstructured data across systems

  • Time-consuming manual training processes

  • Inefficient handling of basic transactions

  • Need for high accuracy requirement

  • Delayed access to critical information

The solution

Introduced Cogentiq CX knowledge assist framework

Intelligent knowledge hub

Automated ingestion of market trend documents

ChatGPT-powered response generation

Multi-repository connectivity

Strategic crawler integration

Source citation automation

AI-powered processing

Automated response generation

Context-aware understanding

Cross-repository search capability

Streamlined training automation

Real-time knowledge access

Implementation approach

1

Discovery and design

  • Comprehensive project setup and planning

  • Data understanding

  • Solution requirements

2

Development and testing

  • Knowledge BOT customization

  • UAT and feedback collection

  • GenAI tech implementation

3

Enterprise rollout

  • Systematic change incorporation

  • Strategic solution refinement

  • Final deployment

The impact

Measurable enterprise-wide results delivering transformational value

Operational excellence

High

Accuracy achievement

  • Consistently exceeded accuracy target

  • Streamlined knowledge access

  • Automated responses

Query management

Improved

Monthly volume

  • Efficient query handling and resolution

  • Enhanced E-SAT scores

  • Improved compliance

Project efficiency

Client investment

  • End-to-end execution and management by us

  • Optimized delivery with a Gantt chart

  • Minimal client resources