Case Study: AI Copilot for SAP Supply Chain Optimization
Client: A global automotive parts manufacturer with complex, just-in-time supply chain operations.
Overview: The client's logistics team struggled to get timely information from their heavily customized SAP ERP. Simple queries about shipment status or inventory levels required navigating multiple complex screens, leading to delays and potential stockouts. They needed a way to democratize data access and empower their team to make faster, more informed decisions.
The Challenge:
- Data was siloed within complex SAP modules (MM, SD, PP).
- Answering urgent queries from production lines was slow and manual.
- High training costs for new logistics coordinators on the SAP interface.
- Inability to proactively identify potential disruptions.
Our Solution:
We developed and integrated a secure GenAI copilot directly into their Microsoft Teams environment, connected to their SAP S/4HANA system via secure APIs.
- The copilot could understand natural language queries like, "What's the ETA for PO #50021?" or "Show me all open orders for supplier X."
- We fine-tuned the LLM on their specific product codes, plant locations, and logistics terminology.
- The copilot was programmed to send proactive alerts for potential delays based on real-time data.
- Role-based access controls ensured users could only query data they were authorized to see in SAP.
40%
Reduction in time to answer supply chain queries
15%
Decrease in stockout incidents due to proactive alerts
50%
Faster onboarding time for new logistics staff
Case Study: Salesforce Copilot for Sales Team Acceleration
Client: A mid-market SaaS company in the FinTech space.
Overview: The client's sales team was spending nearly a third of their day on administrative tasks within Salesforce: logging calls, updating opportunities, and drafting follow-up emails. This "Salesforce tax" was limiting their time for actual selling and strategic client engagement. They needed to automate administrative work and provide reps with intelligent guidance.
The Challenge:
- Inconsistent and incomplete data entry in Salesforce.
- Significant time spent on manual, repetitive tasks.
- New sales reps struggled to follow the complex, multi-stage sales process.
- Missed opportunities for cross-selling and up-selling.
Our Solution:
We built a custom copilot embedded within the Salesforce Lightning interface, extending the native capabilities of Einstein Copilot.
- The copilot automatically transcribed and summarized Zoom sales calls, identified action items, and drafted opportunity updates for the rep's approval.
- It analyzed opportunity data and suggested the most relevant case study or marketing collateral to send to a prospect.
- A "Deal Health" feature provided an at-a-glance summary of engagement, key stakeholders, and potential risks for any opportunity.
- It guided reps through the sales process with context-aware checklists and next-step recommendations.
8
Hours saved per sales rep per week on admin tasks
20%
Increase in data accuracy and completeness in Salesforce
12%
Uplift in average deal size from improved cross-sell suggestions
Case Study: Customer Service Copilot for E-commerce CRM
Client: A fast-growing online retailer specializing in consumer electronics.
Overview: The client's customer service team was overwhelmed with inquiries about order status, returns, and product specifications. Agents had to switch between their CRM (Zendesk), their e-commerce platform (Shopify), and their shipping provider's portal to answer a single customer question, leading to long wait times and frustrated customers.
The Challenge:
- High average handle time (AHT) for customer inquiries.
- Inconsistent answers from agents due to information being spread across multiple systems.
- Difficulty handling seasonal volume spikes during holidays.
- Agents lacked the deep technical knowledge for complex product questions.
Our Solution:
We deployed an internal copilot for the service team that integrated Zendesk, Shopify, and UPS APIs into a single conversational interface.
- Agents could ask the copilot, "What's the status of order #98765 and what's the return policy for headphones?" and get a single, consolidated answer.
- We fed the copilot all product manuals and technical specifications, allowing it to instantly answer complex product questions.
- The copilot could draft empathetic and accurate email responses for common issues, which agents could review and send in seconds.
- It provided a 360-degree customer view, summarizing past orders and interactions instantly.
35%
Reduction in Average Handle Time (AHT)
95%
First-contact resolution rate achieved
25%
Increase in Customer Satisfaction (CSAT) scores