The challenge
Manual procure-to-pay and order-to-cash workflows were driving high operating cost. Leadership needed a board-ready AI business case before committing to technology investment or workflow change.
What we did
- Ran a sprint diagnostic across process, people, AI readiness, and governance.
- Validated five high-impact AI opportunities with viability assessments.
- Delivered a phased AI roadmap and change sequencing plan.
- Built a financial model at 95% confidence with a defined risk margin.
AI agent build opportunity
The engagement scoped agentic automation across approval workflows and financial reconciliation, creating a clear path for a Phase 2 agent build.
$2.4M projected savings, 5 AI opportunities validated, and 8 weeks from start to business case.