AI in action:
Leading Use Cases for Operational Efficiency and Innovation
Is your organization eager to embrace the AI era but unsure of how and where to start? You’re not alone! The potential for AI to transform businesses is immense, spanning across every industry. AI has the power to elevate any part of your business operations, helping you become more efficient and innovative. As Forbes recently highlighted, “Generative AI is poised to redefine the future of work by enabling entirely new opportunities for operational efficiency and business model innovation.” The question is no longer whether AI is relevant, but how soon you can adopt it.
We are at a critical juncture where businesses that don’t embrace AI risk falling behind their competition. Fortunately, we already see success stories from those at the forefront of this evolution. The Enterprise AI Maturity Index refers to these leading companies as Pacesetters—organizations that are ahead of the curve in their AI journeys, strategically investing in AI innovation to unlock new value for their businesses (Research conducted by ServiceNow).
The momentum behind AI adoption is accelerating. The Artificial Intelligence Pulse Survey by Forrester found that 67% of AI decision-makers plan to increase their organization’s investment in generative AI over the next year. These decision-makers recognize that AI is not just another tech buzzword—it’s an essential tool for staying competitive.
As Srividya Sridharan, VP and Group Research Director at Forrester, puts it:
“Generative AI has the power to be as impactful as some of the most transformative technologies of our time. The mass adoption of generative AI has transformed customer and employee interactions and expectations. As a result, genAI has catapulted AI initiatives from ‘nice-to-haves’ to the basis for competitive roadmaps.”
So, you understand the value of AI, but maybe you’re still wondering which use cases to prioritize.
According to IDC, the top AI use cases—based on their projected five-year compound annual growth rate (CAGR) from 2023 to 2028—highlight where the industry is headed. From operational efficiency to customer experience, AI is quickly becoming the backbone of future-forward businesses.
At Unframe, we bring custom AI solutions to life for enterprises alike. Let’s dive into some examples:
Use Cases
Augmented Claims Processing
Augmented Claims Processing uses AI to improve and speed up the handling of claims. In traditional claims processing, human agents review documentation, assess damages, verify policies, and approve or reject claims—a process that can be time-consuming and prone to errors. Augmented claims processing assists humans by automating parts of this workflow, making it faster, more efficient, and more accurate.
How did Unframe help?
- Automated Insurance Policy Enrollment: The manual process of customers entering bank branches and filling out forms is replaced by a seamless natural language interface. This reduces agent workload by automating data retrieval from customer databases, personal information, bank accounts, and risk screening systems.
- Natural Language Interaction for Agents and Customers: AI-powered interfaces interact with both customers and agents using natural language processing, speeding up the insurance sales process and enhancing customer experience.
- Digitization of Unstructured Contracts and Documents: AI digitizes unstructured contracts and manually signed PDF files, improving document management, reducing errors, and facilitating quicker access and processing of policy documents.
- Automated Claims Processing with AI Matching: The claims process is automated by matching insurance holders with their policies and customer profiles, automating approvals and payments. This significantly accelerates claims handling, reduces manual intervention, and increases accuracy in payouts.
- Advanced Business Intelligence and Analytics: AI-driven tools empower bank executives to track insurance products’ performance and analyze customer data continuously.
Digital Commerce
AI’s role in digital commerce is multifaceted, aiming to improve both customer-facing experiences and internal operations. This includes everything from improving customer experiences on e-commerce platforms to streamlining backend operations like inventory management and logistics.
How did Unframe help?
- Automated Quote Generation: AI monitors the sales team’s email inboxes, extracts customer inquiries, and automatically looks up customer data, pricing, and stock units to generate quotes.
- Enhanced Sales Team Efficiency: Routine tasks like consultations, feature discussions, and product comparisons are automated, freeing the sales team to focus on more strategic and complex activities.
- Improved Responsiveness and Customer Relationships: The speed of feedback to customer requests enhances satisfaction and loyalty, leading to a positive impact on relationships and repeat business.
- Operational Efficiency and Accuracy: Reducing manual data entry and minimizing the potential for human error ensures accurate pricing, available inventory, payment, and shipping information, improving trust and reliability in customer interactions.
Case Study
Augmented Sales Planning and Prospecting
This AI use case focuses on empowering sales teams with data-driven insights, automation, and predictive analytics to make more informed decisions, prioritize efforts, and ultimately increase sales effectiveness.
How did Unframe help?
- Integrated Sales Ecosystem: AI connects with CRM systems like Salesforce, LMS, communication tools (Slack, emails, calendars), products, technical documentation, and sales playbooks. This provides a centralized platform for all sales resources, ensuring seamless information flow and accessibility.
- Proactive Sales Insights and Recommendations: AI-powered predictive analytics deliver data-driven insights and proactive recommendations, identifying the best steps to advance prospects through the sales pipeline and enhance each sales opportunity.
- Automated Meeting Preparation: AI tracks upcoming meetings with customers and prospects, recommending relevant presentations and materials based on agenda items and deal data. It also leverages historical data and industry standards to offer guidance on discussion topics, quotations, and pricing.
- Pre-Meeting Intelligence Delivery: Comprehensive account summaries are sent to account teams in advance of meetings, ensuring sales representatives are fully prepared.
- Post-Meeting Automation and Follow-Up: CRM records are updated automatically after meetings without manual input. Meeting recordings are transcribed to keep track of activities, and AI suggests optimal follow-up actions while autonomously monitoring progress to advance sales opportunities.
Augmented Product Requirements, Design & Collaboration
This AI use case focuses on increasing efficiency, improving design quality, and enhancing collaboration by leveraging AI to automate routine tasks and generate valuable insights.
How did Unframe help?
- Automation of Processes: AI automates lease administration tasks like expense tracking and renewals, enhancing operational efficiency for large datasets.
- Document Digitization and Transcription: AI autonomously transcribes and digitizes unstructured financial and legal documents, with confidence-based human validation.
- Proactive Suggestions for Workflows: AI provides automatic recommendations for workflows and stakeholder communication based on key events like lease expirations, upcoming renewals, overdue payments, or changes in property regulations.
- Integration of Industry Data & Benchmarks: Real estate analytics and benchmarks are incorporated, enabling AI to compare lease terms, rental prices, and management efficiency against current market rates and standards, improving decision-making.
- Collaboration Across Teams: AI facilitates real-time collaboration among stakeholders, including finance, brokers, analysts, and legal teams, offering smart suggestions on recurring property management operations, terms, and long-term strategy.
Conclusion
AI is reshaping business operations and driving innovation across industries — from streamlining processes like claims handling, sales planning, and product design to transforming customer interactions and operational efficiency. However, many businesses face challenges in adopting AI effectively due to the complexity, risks, and costs associated with current solutions.
With our Turnkey Enterprise AI Platform, businesses can adopt AI effortlessly and securely. Each AI solution is built from a blueprint, providing vital context to enhance the model’s performance. With enterprise-grade capabilities, companies can scale AI seamlessly while maintaining full control over their processes. Our platform allows for easy integration with any dataset, without requiring extensive model training or fine-tuning.
Leverage AI as a competitive advantage, unlock new opportunities, and ensure long-term growth with Unframe. Ready to explore how AI can transform your business? Let’s get started today.
