AI Deploy Network
Wealth & Asset ManagementAutonomous AgentAI Case Study

Automated 126 Tasks across Property Investment and Letting business managing 800+ properties across the UK

AI Deploy Network Approved

Built automations and AI to replaced workflows across the business

Brett Alegre-WoodBy Brett Alegre-Wood
Chapter 01

The Business Challenge

The business situation the organisation faced before the project began.

Compliance increasing, software dated and providers not keeping up with changes, so replaced many functions with AI and Automation.

Chapter 03

How the Solution Was Delivered

Discovery, design, development, testing and rollout — the journey, not the tooling.

  1. 1Plan & Strategy (Scoping)
  2. 2Onboard Your Team
  3. 3Build a knowledge Base
  4. 4Analyse your data
  5. 5Deep Think (with ai Assistance)
  6. 6Automate the process
  7. 7Maintain
Business Impact

Business Outcomes & Impact

The measurable outcomes recorded on this AI Case Study — with the story behind them.

Hours Automated
80
Cost Savings
Currency not specified
Revenue Impact
Currency not specified
Measurable Business Outcome

Staffing was able to drop as people left from 40 to 25 over 9 months due to automation and closing one office.

Business Outcome Categories

Cost ReductionProductivity ImprovementRisk ReductionTime SavingsAI Performance ImprovementCompliance

The story behind the numbers

Ongoing as we believe that AI is never finished, whether it be maintenance or expanding the brief. we stay with client.

Reflection

Lessons Learned

What surprised the team, what worked well, and what would be done differently.

  • Strategies to bring the team along for the ride. I am a big believer in ai augmenting your teams. Not replacing them.