Case studies: real problems, solved with AI.
From everyday bottlenecks to complex business challenges, we help organizations put AI to work where it makes a measurable difference.
Claims sorted before anyone opens them
A company handling high volumes of service, quality and pricing claims
The challenge
Customer service reps read every claim email and attachment, chose from more than 100 reason codes and keyed the details into Salesforce before routing. Missing information meant constant back-and-forth with customers and sales reps.
What we're building
An Agentforce agent that reads each claim from a dedicated inbox, including attachments, categorizes it as service, quality or pricing, fills in the Salesforce record and gives a confidence score with its reasoning.
The result
Reps review and act instead of building every record by hand. No more manual claim creation across hundreds of monthly submissions, and room to grow volume without adding staff.
Construction documents, read and qualified
Companies that sell into construction projects
The challenge
Reading specifications and blueprints takes time and specialized skill. Many companies can't spare either, so they hope their channel partners spot the project and pursue it.
What we built
A system on AWS that uses several AI models, matching each task to the model best suited to it, so accuracy stays high and running costs stay low.
The result
Accurate, qualified results returned quickly on every document set, with no specialist team needed to read and interpret the documents.
SAP fixes without a support ticket
A leading North American building materials manufacturer
The challenge
Sales reps and customer service teams had to stop and ask for help whenever they ran into a common SAP issue, creating delays and unnecessary support requests.
What we built
An AI-powered assistant that guides users through common SAP issues, using internal documentation to provide relevant answers and next steps.
The result
Users can resolve routine questions more quickly without waiting for a support response, allowing the team to focus on more complex issues.
Spec requirements caught before the takeoff
A coast-to-coast multifamily framing subcontractor
The challenge
Bid packages include project manuals of up to 1,000 pages, only 20 to 50 of which matter to framing. Under deadline, one unusual line, such as a lumber grade, a moisture limit or a 500-mile sourcing rule, becomes a cost the bid never priced.
What we're building
A Claude plugin that reads the project's Box folder and drafts the 68 pre-takeoff items in the estimator's workbook, each cited to a page or company rule. Gaps are flagged, and nothing goes back to Box until the estimator confirms.
The result
Estimators check sourced answers instead of hunting through a manual. In testing, each draft took under six minutes at about $1.45, with the cost shown up front. The proof of concept became a signed build, with about eight more AI uses identified.
Quote errors caught before they ship
A building materials manufacturer
The challenge
Quote errors didn't surface until order processing, sending reps back to the CRM team to work out what went wrong.
What we built
An Agentforce agent that reviews each quote as it's built in Salesforce and flags errors on the spot, so reps fix them before the quote moves forward.
The result
Built so reps get clean quotes the first time, which means fewer stalled orders and faster turnaround for customers.
Order entry without re-keying
A manufacturer handling thousands of repeat orders
The challenge
Customer experience teams read order emails, pulled out the details and keyed them into Salesforce and the ERP by hand.
What we built
Agentforce extracts products, quantities and purchase order data from emails and PDFs, then routes the validated information into Salesforce for fulfillment.
The result
Far less repetitive data entry across thousands of orders, faster and more consistent processing, and a lighter workload tied to order intake.
From RFP to go/no-go in minutes
Businesses whose sales are driven by RFPs and RFQs
The challenge
Someone has to read every page of an RFP before anyone can judge whether the bid is worth chasing. That's hours of manual effort, hard to share, with details easily missed.
What we built
RFP Intake turns each RFP into structured opportunity data in Salesforce, with every requirement unpacked and contacts and accounts matched before anyone opens the document.
The result
Due dates, scope and requirements extracted; every requirement categorized with critical items flagged; and an immediate read on fit: worth pursuing, and the odds of winning.
Quote requests turned into quotes
A wire and cable manufacturer
The challenge
Quote requests arrived by email, chat and a customer portal. The company needed to handle them faster without adding work for its sales and quoting teams.
What we built
Agentforce reads each inbound request, identifies the quote type and generates the quote directly in Salesforce.
The result
Faster quote responses across every channel, more efficient sales and quoting teams, and a process that keeps up as request volume grows.
The right people and projects for every proposal
Firms that win work through qualifications-based proposals
The challenge
Every proposal needs the right resumes, references and qualifications. Teams search manually or ask colleagues, then move each pick into the proposal by hand.
What we built
AI shortlists the best resumes, references and qualifications for each pursuit and gives every pick a confidence score. Your team accepts or dismisses each one.
The result
One review instead of a dozen searches, a scored fit for every pick, and approved picks sent to InDesign in one click.
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