Problem Statement
A Fortune 500 information management firm whose digital transformation had stalled across customer-facing and frontline teams in 23+ markets faced four core challenges: Manual Workflow Drag, with heavy reliance on manual collections, billing, and dispute steps that slowed decisions and capped revenue realization; Siloed Systems & Insights, with 19 data sources and tools Oracle, Salesforce, Billtrust, Looker generating disconnected, inconsistent context; Fragmented Persona Experience, with 8+ personas across collections, billing, suspensions, and disputes working without unified guidance or copilots; and Low Automation Maturity, with 20+ business problems still relying on swivel-chair effort and limited governance for scaled AI adoption.
Impact
- $30.6MM Combined Financial Impact: $11.5MM in revenue realization, $16.6MM in bad debt reduction, $2.5MM in productivity gains
- ~70% Faster Operations: collections lifecycle streamlined through agentic automation
- 2x User Adoption: driven by an embedded copilot and unified cockpit experience
- $3.5M+ in Annual AI Savings: recurring savings through smarter, governed AR automation at scale
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