A leading Trust Fund partnered with us to revolutionize their data management through AI-driven automation of email indexation. This initiative leveraged Microsoft technologies and AI tools to enhance operational efficiency and ensure compliance with stringent security standards, thereby setting new industry benchmarks.

Challenge

The Trust Fund faced significant challenges with their manual email indexation process, which was not only time-consuming but also fraught with errors. The critical need was for an automated solution that ensured both speed and accuracy, thereby transforming their data management practices.  

Solution

We implemented a sophisticated AI-driven solution that automatically extracts, indexes, and integrates key information from emails and attachments into the existing data management system. This solution features cutting-edge technologies such as Microsoft Document Analysis and the advanced natural language processing capabilities of GPT-4o, selected for their exceptional integration capabilities and precision in text handling.  

Business Impact

This initiative has not only streamlined the Trust Fund's data management processes but has also empowered them to leverage their data more effectively, fostering an environment ripe for continuous innovation and enhanced productivity:

• Increased Accuracy (+95%): Minimizes data entry errors, ensuring reliable information retrieval

• Enhanced Productivity: (+20%) Remove the lost time spent on document indexing, allowing staff to focus on higher-value tasks

• Improved Compliance: Ensures documents are accurately indexed and easily retrievable for audits, reducing regulatory risks