Challenge: An accountancy firm needed to reduce administrative burden and improve process efficiency, while building capability and willingness to adopt AI across their teams.
Approach: Employee research to map processes and identify automation opportunities and attitudes toward AI, followed by a training programme and pilot implementation with ChatGPT licences across selected teams to test use cases in practice for R&D Tax Credits and Marketing.
Outcomes
Developed custom GPTs as AI agents that reduced process time by 50%
Eliminated administrative bottlenecks, improving customer turnaround times
Reduced employee stress from delivery target pressure
Established a shared resource hub for AI prompts, techniques, and use case ideation
Catalysed cultural shift toward experimentation and innovation where none previously existed
Created a scalable framework for ongoing AI adoption across the business
