Improving resource allocation
Using predictive modelling to segment customers based on their payment history
Duration
April 2020
till today
Industry
Public
and government
Services
Customer
Segmentation
Tools And Technologies
Company Background
Data Pilot is an all-in-one data product development and consulting services company that helps businesses in their journey from data to decisions.
We enable our partners to unleash the full potential of their data assets to maximize business value through our expert engineering and business skills.
Challenges
Document access problems
The employees frequently needed assistance with understanding company policies, project-specific queries, and accessing various internal resources such as training notes, templates, and architecture diagrams. This led to disruptions in employee productivity and delays in delivering key project deliverables.
Difficulty in understanding SOP’s
Data Pilot tracks hours for multiple clients using ClickUp, but the process was previously complex and inefficient, which led to confusion and delays in project management. Employees were unable to get answers regarding the use of ClickUp SOPs in creating and managing tasks.
No centralized system
There was the lack of a centralized, easy-to-access system for managing and responding to the wide range of internal queries employees had. This issue not only caused delays in obtaining critical information but also created a significant burden on the administrative and management teams.
Solution
The solution involved an AI-powered chatbot that employees could use to learn about the company. It showcases generative AI within its foundational architecture, highlighting Data Pilot’s innovative and dynamic culture. Â
- Retrieving data from internal knowledge bases
- Automating generation of ClickUp tasks
- Providing direct access to relevant resources
- Provide access to meeting summaries
The chatbot was designed to retrieve data integrated from internal knowledge bases and project management tools so that employees can access necessary information without switching between multiple systems.
The chatbot was designed to automate task name generation in ClickUp so that project management becomes more streamlined, ensuring consistent task naming conventions and reducing manual entry errors.
It could provide direct links to source documents in responses so that employees can quickly navigate to detailed resources when needed.
It could also provide users with quick access to summary notes from bi-weekly internal meetings and external training sessions. This feature ensured that all team members are up to date on the latest developments and learnings, even if they were unable to attend the sessions in person.
The following technologies were employed to build the chatbot:
Pinecone
Azure AD
(Active
Directory)
Azure OpenAI
Azure Monitor
Streamlit
Azure Cognitive
Services
Azure Blob
Storage
The Impact
40% increase in employee productivity
Overall productivity has improved by 40%, as employees
spend less time on administrative tasks and more on core
activities.
25% reduction in manual errors
The automation process of generating task names in ClickUp reduced manual errors by 25%, leading to more consistent project management practices.
Decreased workload on the administrative team
Additionally, the chatbot’s ability to handle a wide range of queries has decreased the workload on the administrative team, freeing up valuable time for more strategic tasks.
Ready to Turn Your Data
into Actionable Insights!
Take the first steps in your transformation
Future Applications
Personalized Client Portals
The chatbot can pave the way for AI-powered client portals that provide real-time project updates and hour-tracking insights. These portals would offer tailored reports and support, enhancing transparency and strengthening client relationships.
Future Applications
Proactive Issue Resolution
The chatbot can leverage predictive analytics to predict project bottlenecks and resource needs. Predicting these bottlenecks can ensure projects are executed smoothly and delivered timely while aligning with strategic business goals.
Future Applications
AI-driven HR Assistance
The chatbot’s capabilities can be expanded to include AI-driven HR support, such as automated onboarding processes and real-time policy updates. This also includes personalized recommendations for employees to develop their career in the company, boosting employee engagement and retention.
