Case Study 2
AI-powered Automation in Global Mobility for a Leading Tax Consultancy

Enhancing efficiency and precision across cross-border processes

THE CORE BUSINESS CHALLENGE

The client, a leading global tax and consultancy firm, faced several operational hurdles that required a robust AI-driven solution. Manual workflows, multi-language document needs, and time-intensive database queries were not only impacting efficiency but also creating inconsistencies in service delivery. To solve these issues, the organization sought to streamline operations, enhance accuracy, and automate manual processes to optimize performance across their enterprise.

Manual Processing Challenges: Travel documents were handled manually, leading to delays and frequent errors in operations.
Global Language Complexities: Translating domain-specific terminology across multiple languages was cumbersome and prone to inaccuracies.
Inefficient Data Querying: Manual database querying required in-depth schema knowledge, consuming significant employee time and resources.

HOW WE SOLVED IT

The firm adopted an AI-first approach, integrating generative AI to transform key operational workflows. A range of innovative AI tools and technologies were implemented to automate manual tasks, enhance data accuracy, and optimize efficiency across processes. By combining advanced machine learning algorithms, natural language processing (NLP), and large language models (LLMs), the organization successfully addressed its critical challenges.

Key features such as AI-powered document extraction, automated translation pipelines, and dynamic SQL query generation accelerated task completion, reduced inaccuracies, and boosted global mobility operations. This comprehensive AI implementation not only streamlined current operations but also laid the groundwork for ongoing innovation.

AI-powered Document Handling: Optical Character Recognition (OCR) and LLM processing automated document workflows, improving speed and reducing errors.
Custom Translation Pipeline: A tailored solution based on Azure services and LLMs enhanced multi-language translation with high domain accuracy.
SQL Query Automation: NLP-enabled tools automated complex database queries, eliminating the need for extensive schema knowledge.
Knowledge Chatbot: A RAG-based chatbot enabled intuitive document search, improving information retrieval and user productivity.

RESULTS AND VALUE

The AI-driven solutions delivered significant operational improvements, enabling the client to boost productivity, cut costs, and establish an innovative framework for future transformations. By integrating AI seamlessly into its processes, the firm achieved greater consistency and scalability across global operations.

Enhanced Productivity: Automated workflows replaced labor-intensive processes, accelerating global mobility operations.
Improved Accuracy: Domain-specific translation pipelines and smart knowledge retrieval minimized errors in critical tasks.
Cost and Time Savings: Optimized database queries, document operations, and translation processes led to significant resource savings.

AI IN ACTION

The comprehensive AI implementation showcased innovation across multiple functions, including:

Document processing leveraging advanced OCR and LLMs to speed up workflows.
RAG-based chatbots to ensure fast and accurate information retrieval across global teams.
AI-driven translation tools for seamless multi-language communication with domain precision.
SQL automation to democratize database queries, enabling non-experts to access and analyze critical data effortlessly.

The firm’s forward-thinking use of AI underscores its commitment to delivering operational excellence while building a resilient framework for sustained innovation.