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Quality Energy, a leader in power quality and energy efficiency solutions, sought to enhance its operational efficiency and customer engagement by integrating and automating its key business processes. CROFTI implemented automated inspection reports for customers as the first step on the company’s longer business automation journey.
A common service that Quality Energy provides is an inspection and service report for customer Power Factor Correction units in factories and large facilities. Whilst the onsite inspection is done by professional electricians, the reporting writing occurs back at the office afterwards with the notes taken from the attending staff. This manual process of service report generation led to delays in invoicing, affecting cash flow and customer satisfaction. As an added urgency for the company, the experienced report writer was preparing to retire, which would mean retraining and workforce impact was imminent.
The project yielded significant benefits:
Increased Efficiency: The report automation reduced manual data handling and expedited the invoicing process.
Enhanced Customer Satisfaction: Faster service reporting and response times improved customer experiences.
Cost Savings: Automation means that the running costs of the business can remain lower now that retired staff do not need to be replaced, putting this project on track to provide an impressive ROI of 800%.
The initial use of the automation needed quite a bit of fine-tuning to make sure it still read like a professional Quality Energy report. This experience can be a little daunting, to begin with, but allowed the client to rethink the processes they go through now in the field to make better use of the knowledge from staff on the ground to inform the report better.
As with any automation project with Artificial Intelligence involved, there’s ongoing monitoring and maintenance involved, but now it remains minimal, and the business can focus on the next critical objectives around systems integration and reducing duplicate data handling.
The collaboration between Quality Energy and CROFTI has marked a significant milestone in Quality Energy’s journey towards enhanced operational efficiency and superior customer engagement. By automating the service report generation process, Quality Energy has not only overcome the imminent challenge of workforce transition but has also positioned itself for sustained growth and competitive advantage. The success of this project underscores the transformative power of intelligent automation in driving business performance and customer satisfaction.
Do you have regular report and document creation activities in your service offering?
Contact CROFTI today to learn how our expertise in business automation and AI integration can help your organisation streamline these types of operations to enhance customer experiences and unlock unprecedented value. Let’s take the next step towards a more efficient and innovative future together!
