Case Study
AI Automation
How a regional logistics company automated 80% of their manual data processing, saving thousands of hours annually.
The Challenge
A mid-sized logistics company was drowning in manual data entry. Their operations team spent countless hours each week copying shipment details between systems, reconciling invoices, and generating reports. The work was tedious, error-prone, and kept their best people focused on low-value tasks instead of strategic initiatives.
Every delayed shipment notification required manual updates across three different systems. Invoice discrepancies triggered time-consuming reconciliation processes. Month-end reporting consumed entire teams for days. The leadership knew they needed to automate, but previous attempts with traditional RPA tools had been inflexible and brittle.
Our Approach
We began with a comprehensive workflow audit, shadowing operations staff to understand not just what they did, but why. We identified patterns in their decision-making and documented the edge cases that had broken previous automation attempts.
Rather than rigid rule-based automation, we implemented AI agents capable of understanding context and handling exceptions. These agents could read unstructured emails, interpret varying invoice formats, and make judgment calls that previously required human attention. When genuinely ambiguous situations arose, the system flagged them for human review rather than failing silently.
Implementation Timeline
The Solution
We deployed a suite of interconnected AI agents, each specialized for specific workflows:
- Document Processing Agent: Extracts and validates data from invoices, bills of lading, and customs documents regardless of format
- System Synchronization Agent: Maintains consistency across their ERP, TMS, and warehouse management systems
- Exception Handler: Triages anomalies, resolves simple discrepancies automatically, and escalates complex issues with full context
- Reporting Agent: Generates daily, weekly, and monthly reports with natural language summaries
The Results
Within three months of full deployment, the operations team's capacity transformed. Tasks that consumed 80% of their time now run automatically in the background. The staff previously dedicated to data entry have moved into exception handling and process improvement roles—work that's more engaging and more valuable to the business.
Error rates dropped by 94%. Processing time decreased by two-thirds. Month-end close that used to require a week now completes in a day. And the system improves continuously, learning from the exceptions it encounters.
“We went from fighting fires every day to actually thinking about how to grow the business. The automation doesn't just do the work—it does it better than we did.”
— Director of Operations
How We Can Help You
Every organization has processes that consume disproportionate time and attention. Our AI automation consulting identifies these bottlenecks and implements intelligent agents that handle them—not with rigid rules that break at the first exception, but with genuine understanding that adapts to your business.
We start with a thorough assessment of your current workflows, then design and deploy solutions that integrate seamlessly with your existing systems. Our goal isn't just to automate tasks—it's to free your people for the work that actually requires human judgment.