AI Services & transformation roadmap

92%

of organizations are considering investment in AI-powered software*

* Gartner report “2024 Global Software buying trends ”

AI advisory services
Adopting technologies like AI is a necessity for survival and growth

Our suite of services is crafted to guide businesses through every stage of AI integration and optimization, ensuring that AI's transformative power is used to its fullest potential.

From initial process discovery workshops to detailed automation roadmaps and comprehensive report preparations, our offerings are tailored to meet the unique needs of each client.

KEY SERVICE OFFERINGS

01
Process Discovery Workshops

An interactive exploration of your current operations to identify key areas for improvement and automation.

02
Automation Initiatives Assessment

Prioritization of AI initiatives based on ROI, ensuring your investments are directed towards the most impactful areas.

03
Data readiness

The quality of input data defines the quality of the output. Well-prepared data ensures AI models produce accurate and trustworthy results, enabling faster deployment and reducing costly errors or rework.

04
Functional Requirements Documentation

Detailed analysis and documentation of requirements for AI-powered solutions, ensuring alignment with business goals.

05
Data Source Assessment

A thorough examination of your data quality and strategies for enhancement, preparing the foundation for AI implementations.

06
Technical Environment Assessment

Evaluation of your existing technical infrastructure to identify the optimal AI solutions and integration strategies.

07
Automation Roadmap Development

A strategic plan outlining the scope, timeframe, and milestones for your AI journey, complete with risk assessment and mitigation strategies.

08
Report Preparation

A complex report summarizing the findings, recommendations, and strategic roadmap for AI integration within your business.

WHY CLARITY

Our team comprises AI Solution Experts, Process SMEs, ML Engineers, Data Scientists and Technical Consultants with deep industry and technology knowledge.

01
Our advisory services extend across a broad spectrum of AI initiatives
account, opportunity, sales order and quote management; procurement processes and pricing analysis
02
Each initiative is powered by the latest in AI technology
including GenAI, Neural Networks, Classification Algorithms, RAG and Natural Language Processing, ensuring solutions that are not only innovative but also scalable.

AI Services methodology

Explore

AI and IDP technologies, trends, and best practice, analysis of AI and IDP capabilities across industries, identification of challenges and opportunities for Automation.

01
Identify

Gap analysis for enhancing document processing with AI. Analysis of customer document-intensive processes to identify potential IDP use cases.

02
Create

Strategic plan, solution design and implementation estimate. Detailed use case development for identified  processes. ROI-focused analysis of selected processes.

03
Achieve

Prioritized roadmap for implementing IDP use cases based on ROI and business process improvement potential. Metrics and KPIs for project implementation. Guide for scaling and evolving AI-IDP strategies.

04

DELIVERABLES

Automation Initiatives Assessment
Prioritized Automation initiatives, ROI studies, Automation Roadmap for your organization.
Process Discovery Workshop
A list of discovered processes for improvement/optimization with automation.
Automation roadmap: roadmap with timeframe
Project scope, plan and RACI matrix.
Technical environment readiness assessment
Identified suitable machine learning techniques, ML algorithms, defined  integration landscape.
Functional requirements for AI-powered solutions
Scope and Functional Requirements for prioritized Use Cases.
Data sources assessment
Data cleaning strategy and scope for raw data enchantments.
Detailed report
Detailed report with outcomes of implemented automation solutions, identified goals, challenges, risks & recommendations.

TECHNOLOGY WE USE

NER
Neural Networks
LLM
Classification algorithms
OCR
AI-Agents
RAG

USE-CASES

Quote management
Specifications parsing, RFQ recognition, upsell recommendation, dynamic pricing, dynamic product configuration, quote approvals, proposal creation;
Payments & Invoicing
Debit/credit notes, receipts and bank statements recognition, tax documentation automation, invoice management and splitting;
Document flows
Email texts extraction and classification, sales reports parsing, claims processing, AI forecasts for products, services and resources, legal contracts data extraction.
Sales order management
PO processing, SO confirmation processing, automated workflows, order tracking;
Opportunity management
Probability predictions, competition pricing and product analysis, tender’s documents data extraction;
Account management
Сustomer onboarding, segmentation, feedback analysis
Lead management
Acquisition, lead scoring, routing and qualification;
Supplier management
Onboarding, automated selection process, performance management;
BPO/SSC
Back-end document processing – AR/AP, PO management, contract management; Customer/vendor/employee onboarding; Email processing; Data entry and data migration, documents digitalization
Manufacturing
PO automated processing; Inventory management automation; Supply chain visibility;Procurement documents flow automation; Supplier onboarding; •Invoice and billing management; QA documentation processing
Fintech & Financial Services
Client onboarding; Loan application automation; KYC; Investment reports processing; Financial statements analysis
Logistics and Transportation
BoL processing; AWB processing; Delivery notes verification; Customs documents processing; AR/AP management
Legal
Contract management; Contract terms and conditions reports; Legal databases information extraction; Financial statements analysis
Healthcare
Patient onboarding; Billing and invoices management; Medical records processing
Insurance
Claims processing; Data extraction from emails; Data entry automation; Policy underwriting; Quote generation automation
Retail
Invoices and billing processing; Supplier onboarding; Inventory management; Employee onboarding; Competition price monitoring

AI SOLUTIONS ADOPTION READINESS for your company

Please answer the following questions (1-2 min) it will help us be better prepared for our initial call about the AI workshop.

Skip and fill contact form
1
2
3
4
5
6
7
8
9
10
Have you identified specific goals and challenges where AI integration could provide significant benefits?*
Are you currently using any automation or machine learning tools within your organization?*
Does your leadership team understand the potential of AI and are they committed to its successful implementation?*
Do you have a process for identifying and evaluating potential AI vendors and solutions?*
Does your organization have a culture of embracing change and adapting to new technologies?*
Are your business processes well-defined and documented with consistent execution across the organization?*
Do you have processes in place to ensure the accuracy, completeness, and consistency of your data?*
Do you have established policies and procedures for data ownership, access, and control for AI projects?
How comfortable is your organization with the potential risks and uncertainties associated with AI?