Customer cases

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Below is a set of implementations we have delivered across financial services, manufacturing, retail and e-commerce, healthcare, education and government: who was repeatedly doing the work, which part the agent took over, and which actions no longer need a person afterwards.

Note: to respect client confidentiality, company names in the cases below are anonymised; specific outcomes vary with each client’s data foundation and depth of implementation, and actual results are subject to assessment.
Customer cases

Filter by industry or scenario to see the matching cases

12 cases across financial services, manufacturing, retail and e-commerce, healthcare, education, government and more. Each case covers three things: the friction the client had, the part we took over, and what changed after launch.

About case presentation. All cases below are anonymised; company names are withheld under client confidentiality requirements, and the scenarios and outcomes are based on our delivery practice. Actual results vary with each client’s data foundation, scenario boundaries and the cooperation of both sides, and do not represent a uniform standard or a commitment.

By industry
By scenario
Financial services · Data Q&A + research reports

A national joint-stock bank

Client case · name withheld for anonymity
Background

Business and risk teams depended on the data team’s schedule for data, and researchers spent much of their time searching material and compiling reports, squeezing the time left for judgement.

Solution

Built a data Q&A assistant and a research report agent, connected to the internal data warehouse, producing structure and first drafts in the established templates.

Results

Data requests moved from waiting in a queue to self-service; research went from writing whole reports to revising a first draft, and analysts put their time back into judgement and conclusions. Data and conclusions are used after confirmation by business staff.

Financial services · Underwriting and claims material pre-review

A property and casualty insurer

Client case · name withheld for anonymity
Background

Underwriting and claims material comes in many types and formats; manual checking is slow, and reviewers focus on different things.

Solution

Document understanding agents check completeness and extract key points, flag missing items and fields to verify, and hand the result to human review.

Results

Reviewers moved from paging through files to checking the points the agent flagged, with more consistent criteria. Approval remains the reviewer’s decision; the agent takes no part in it.

Manufacturing · Equipment knowledge base agent

An equipment manufacturing group

Client case · name withheld for anonymity
Background

When equipment stopped and the veteran engineer was not there, maintenance staff could only wait, and the same fault was retried from scratch each time; experience left when people did.

Solution

Consolidated years of maintenance records and process documents into a knowledge base agent searchable by machine model and fault symptom, so frontline staff can pull up past handling records on the spot.

Results

New staff can look up past solutions instead of waiting for someone; veteran experience is fixed as a reusable company asset rather than staying with individuals.

Manufacturing · Quality and process document generation

An automotive parts manufacturer

Client case · name withheld for anonymity
Background

Quality records, process change orders and non-conformance reports were filled in by hand, with many field and format requirements, and each report took considerable time.

Solution

Drafts are generated from the company’s existing templates, key measured data is entered and confirmed by quality inspectors, and the report enters the existing approval flow.

Results

The filling burden moves to the system, with people only entering and confirming data; once templates are unified, inconsistent report formats also decline.

Retail and e-commerce · Customer service agent

A retail chain

Client case · name withheld for anonymity
Background

Campaign inquiry volume is several times the usual level, temporary outsourced staff fill the gap, a single wrong answer on campaign rules becomes a complaint, and training costs are repeated.

Solution

Built a customer service agent with product information, campaign rules and return policies as its knowledge boundary; it handles high-frequency standard questions first and transfers anything beyond that to a human.

Results

Standard questions are answered by the agent first, and people handle only complex cases that need judgement; campaign rules come from one knowledge base, reducing complaints caused by inconsistent wording.

Retail and e-commerce · Bulk product content generation

A home and appliance brand

Client case · name withheld for anonymity
Background

Many SKUs and frequent launches mean titles, selling points and detail pages must be rewritten per channel, and manual output cannot keep pace with launches.

Solution

Multiple versions of copy are generated from the product parameter and selling point library, published after operations review; content involving efficacy or absolute claims is blocked first by the rules layer.

Results

Launch copy moved from writing item by item to bulk drafts plus human selection, and operations put their time into selling point strategy rather than moving words around.

Healthcare · Medical record quality control and follow-up support

A general hospital

Client case · name withheld for anonymity
Background

Medical record standards have many items, quality control relies mainly on manual sampling, and follow-up reminders and rehabilitation guidance must be tracked patient by patient, with heavy duplicate entry.

Solution

Document understanding agents flag record completeness and standards issues and generate first drafts of follow-up scripts, all confirmed by clinicians before archiving.

Results

Quality control moved from sampling to full-coverage prompts, archived after clinician confirmation; follow-up drafts reduced duplicate entry.

Boundary note: this is an assisting reference only and does not replace a physician’s judgement, diagnosis or treatment decisions. Data involving patient privacy is processed on the intranet under hospital policy.

Education · School knowledge base and automated Q&A

A university

Client case · name withheld for anonymity
Background

Student and parent questions concentrate on course selection, fees, schedules and examinations, and teachers and form tutors answer the same questions repeatedly.

Solution

Built a Q&A agent on school policies, course schedules and academic rules as its knowledge base; questions it cannot answer or that involve individual cases go to a person.

Results

Repeated enquiries are handled by the agent first, freeing form tutors to deal with matters that need individual communication.

Boundary note: grades, evaluations and disciplinary records are not used for any automated decision; such matters are handled by teachers and the school under its regulations.

Government · Policy Q&A and service guidance

A municipal government service centre

Client case · name withheld for anonymity
Background

The same service question is answered dozens of times a day at the counter, wording depends on individual memory, and policy updates reach the frontline late.

Solution

The latest policy documents and service guides are the knowledge source; the agent gives guidance from them with sources attached, introduces no external content, and counter staff confirm before replying.

Results

Answering is unified to one knowledge source; after a policy update the knowledge base is synchronised and there is no need to notify people one by one.

Boundary note: agent output is a service reference; the final result is subject to the official release and the counter’s final answer.

Real estate / construction · Contract review and document search

A real estate group

Client case · name withheld for anonymity
Background

From land acquisition to settlement, drawings, contracts and site instructions went through a dozen versions; at settlement the figures did not reconcile, and finding an old version meant scrolling through chat history.

Solution

Document understanding agents compare contract clauses and mark version differences, and historical project material is made into a searchable knowledge base.

Results

Contract review moved from reading every clause to checking the flagged differences and risk clauses; finding material no longer depends on scrolling records, reducing repeat work for legal and cost roles.

Logistics / supply chain · Shipment data Q&A and exception alerts

A third-party logistics company

Client case · name withheld for anonymity
Background

Shipment status, in-transit exceptions and settlement differences have to be checked across systems; customer service and operations go back and forth with dispatch, and exceptions are often known only when the client complains.

Solution

Connected shipment data for data Q&A, with exceptions alerted under preset rules and pushed to the responsible person.

Results

Checking a shipment moved from asking someone to self-service; exceptions are found before the client complains, leaving more time to handle them.

Professional services · Contract and document search

An accounting firm

Client case · name withheld for anonymity
Background

Past contracts, due diligence material, case law and internal templates are scattered; finding references for a new engagement takes a lot of time.

Solution

Historical documents and templates were made into a searchable knowledge base agent, searchable by clause type, risk point and client industry; new contracts get difference comparison and key point prompts.

Results

Finding references moved from digging through archives to searching by question; first drafts and comparison results are used after professional confirmation and do not replace professional judgement.

Continuing

More industries, cases being added

We also have delivery experience in the directions below; cases are being organised and anonymised, and can be assessed by scenario first. If you need references for a specific industry, leave your information and we will provide them directly.

Energy / powerElectronics / semiconductorsChemicals / new materialsHome / appliancesFood and beverage / hotels / tourismForeign trade / cross-border tradeFMCG / food and beverageInternet / softwareIT services / systems integration

Did not find your industry?

The name of an industry is not the basis for a decision — what matters is whether the scenario boundary is clear and the data foundation is there. Describe your business scenario and we will reply after assessment on whether it can be done and how; where it is not a fit, we say so directly.

About case presentation

A note on how these cases are presented, and how you can use them

Setting out how the presentation works is more useful than a row of logos.

Anonymised presentation

  1. To respect client confidentiality, company names, people’s names and system names in the cases are masked, and client identity is withheld where necessary;

  2. The scenarios and outcomes described are based on our delivery practice and illustrate how this type of scenario is usually implemented;

  3. Outcome descriptions focus on “changes in actions” (for example, from queuing for data to self-service queries) and contain no specific figures for efficiency, cost or return;

  4. What you can actually achieve depends on your data foundation and scenario boundary, and is confirmed in the plan after a diagnostic.

For more detailed references in a specific industry, leave your industry and scenario and we will provide them within what can be made public; parts bound by confidentiality agreements are not provided externally.

How to use the cases

Cases help you judge “whether our business applies, and usually which part to start with”. They are not a commitment to the outcome of any single project, and they do not replace a plan assessment for your company; for a fitting scenario we will give a specific plan based on your data and boundaries.

Questions about the cases

The five questions we are asked most

Are the companies in these cases real clients?

All cases are anonymised. Company names are withheld under client confidentiality requirements and do not point to any specific company, institution or individual, nor do they represent its size or industry position. The scenarios and outcomes are based on our delivery practice and illustrate how this type of scenario is implemented; actual results vary by company. For detailed references in a specific industry, leave your information and we will provide them within what can be made public.

Can you provide a real case reference for my industry?

Yes. Leave your industry and scenario and, after assessment, we will provide the corresponding reference within what can be made public; parts bound by confidentiality agreements are not provided externally. You can also book a demo for your industry, which is more direct than reading text.

Why is there no customer logo wall?

Client names and logos are content that requires authorisation. We do not use them before written authorisation is obtained, and we do not imply any undisclosed partnership. This is basic respect for enterprise clients and the baseline of our compliance.

Will the outcome descriptions in the cases be treated as commitments?

No. The cases describe changes in actions (for example, from queuing for data to self-service queries) and contain no figures for efficiency, cost or return. What you can actually achieve depends on your data foundation and scenario boundary; we explain this after the diagnostic and make no blanket commitment.

I want to see a real demo. How do I book one?

Use the online consultation below, or call sales directly on 18011747352 and describe your industry and the problem you want to solve. We start with a phone conversation to judge whether to move into the demo and solution stage; if it is not a fit, we say so.