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PROFIT ADVISORY GROUP

Louder Co. consultants are business experts who work alongside you to maximize your operations, leverage AI, and improve performance. The success stories of our clients cover a range of industry sectors and diverse operational strategies.

Louder Co. consulting case studies are a window into how a community of solvers combine the strengths of people and technology to deliver profitable, and sustainable outcomes.

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Case Study

A Culture Strategy Helps Meet New HR Performance Management Needs

Client: Profit Advisory Group
Industry: Professional services
Our Role: Select and implement an Intelligent Automation solution to help streamline and automate data processes to increase project capacity.
Services: Requirements Gathering, System Selection, System Implementation, Change Management

The Challenge

Data processing tools are critical for tech companies due to the sheer volume and complexity of data that is gathered. When data is continuously generated from various sources in different formats, AI-based technology can help process and mine valuable insights that put data to work. Furthermore, Intelligent data processing can unlock new opportunities for innovation, personalization, and efficiency, giving companies a competitive edge in a fast-paced digital landscape.

With an abundance of tools in the market, how does a company decide which option best fits its needs? This was the challenge for our client, Profit Advisory Group (PAG), a telecom consulting firm that conducts financial audits to help businesses cut costs. They teamed up with Louder Co. to strategically identify an Intelligent Automation system that would optimize their data processing and ultimately increase project capacity.

The Solution

To fully understand PAG's system requirements, Louder Co. completed a comprehensive Data Entry System Assessment to identify strengths, opportunities, and requirements for tool features. After gaining a deep understanding of their pain points and system requirements, Louder Co. began researching and scoring various AI data processing software. The system selection protocol entailed evaluating features through a scoring system, conducting live demonstrations, trialing software workflows, and endorsing Intelligent Automation tools projected to generate a substantial ROI.

Once a tool was selected, Louder Co. worked with project managers and teams to configure ABBY FlexiCapture software into PAG's business. Implementing new software can present multifaceted challenges, which is why a change management plan is crucial. Louder Co. documented new processes, new policies, and the changes to daily operations, so the implementation process would be a smooth transition. To encourage continuous improvement across the organization, we strategically developed a communication plan, training materials, and performance evaluations to help managers and teams alike.

Profit Advisory Group believes that adopting cutting-edge technology will eliminate monotonous data entry, and automate processes to help their business run more efficiently.

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Project Accomplishments

  • The system freed up thousands of analyst hours each year, allowing teams to utilize skills in other focus areas.
  • Significant obstacles were eliminated for PAG's expansion and growth strategy plans.
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