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Case Study

AI/ML Automation Freed Millions in Analyst Time

Listen to an overview:

How one finance team freed up millions in analyst capacity by automating 80% of manual workflows.

The Challenge

Finance team skeptical of AI/ML, viewing analysis as more “art than science”
Hundreds burdened by manual prep and inconsistent spreadsheet practices
EVP of Finance unconvinced despite prior tech-led wins
Resistance rooted in deep domain norms and legacy tooling
Disparate data architecture blocked predictive analytics potential

The Solution

Facilitated peer-led workshops with finance leaders who had successfully adopted AI/ML
Consolidated thousands of spreadsheets into a dozen dynamic templates
Introduced time-stamped sales data to enable trend analysis and modeling
Migrated on-prem systems to the cloud to unlock AI/ML capabilities
Ran AI-powered forecasts in parallel with manual models to build trust and drive adoption

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The Outcome

80% reduction in time spent on repetitive data prep
Forecast accuracy improved by 5% over manual methods
Analysts reallocated to high-impact consulting and partnership roles
Millions in unlocked capacity through productivity gains
Secured buy-in from senior finance leadership to scale AI/ML use

See How Much Analyst Capacity You Could Unlock

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