Boosted efficiency and drastically reduced time with applied AI
Safety Consulting Firm helps companies develop, implement, and maintain safety programs.
Enhanced visibility by increasing awareness of customer agreements, enabling better informed actions
Improved ability to tailor services to specific customer needs
Amplified the quality and integrity of data, ensuring diligent follow-ups
Executive Sponsor
Industry
Products
Services
Challenges
Project Coordinators spent countless hours digging through customer notes, activities, documents, and correspondence
Risked overlooking critical client obligations
Customer sought to strengthen their client relationships
Results
Uptima streamlined the customer's operations using Elevate GenAI:
Summarized all client data in one unified location with a single click
Offered comprehensive outlines of account details, enabling consultants to better engage with customers
Provided a clear view of specific customer actions for timely follow-ups
Enabled key users to prompt queries about an account directly through the Elevate GenAI interface
Granted select users the capability to view a comprehensive company summary