Let's Connect

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

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

Let's Connect

Additional Case Studies

Proof in Performance

Standardizing and Automating Pricing Drove 30% Profit Growth

Manual pricing and approvals caused weeks-long delays—transformation cut turnaround time by 90% and reduced millions in billing errors.

Client Experience Upgrade Cut Churn 12%, Raised NPS 12%

A manual post-sales experience slowed growth—modernizing it cut churn, boosted satisfaction, and scaled rep capacity 10x.

Financial Enterprise Boosts NPS 70%, Slashes Attrition 90% with Agile & OKRs

Delivery delays and innovation barriers threatened market position. Strategic agile transformation and OKRs dramatically improved satisfaction and retained top talent.

IT Strategy delivers Millions, 1% Profit, 25% Speed

Three integrated initiatives—data harmonization, financial system alignment, and application consolidation—boosted revenue, improved margins, and accelerated delivery for this financial services provider.

FinTech Finds Hidden Prospects and Cuts Data Work by 75%

Chaotic data prevented effective targeting and wasted hundreds of sales hours. Our intelligence platform revealed thousands of qualified prospects, uncovered dozens of hidden client connections, and reduced data management time by 75%.

Connect

Ready to drive growth?

Let’s talk growth, ROI, and real solutions.

New York, NY

Services

Why Us

About

Insights

© 2025 Toy Lark Solutions | Privacy