AI . RPA

Artificial Intelligence . Robotic Process Automation . Process Improvement

Competitive advantage …and a requirement for relevance

AI and process automation has rapidly shifted from being a competitive advantage to being a requirement for staying relevant. Attracting & retaining top talent from organizations already fully leveraging AI? Clients accustomed to interacting with a competitor in a more personalized way based on their demographic profile and buying habits/consumption of services? Competitors incentive compensation is now paid on higher margin since AI has helped significantly reduce Client Acquisition Cost (CAC). Leveraging AI to seize opportunity and mitigate competitive landscape risk is necessary now and no longer a consideration of whether to, but one of developing the an AI strategy aligned to your growth and value creation business objectives and growth engine roadmap.

AI and automation is powerful, and yet is best leveraged when aligned and embedded into business objectives, growth strategy, traditional process, teams, and the full growth engine tech stack. Just like any new strategy, process, technology, and associated data / business intelligence, AI and automation brings an upstream and downstream impact.

GVX serves as a system agnostic strategic partner to help our clients fully embrace and leverage AI and automation in a meaningful way for high impact on near-term and long-term growth and value creation objectives. We are positioned to partner in three primary ways; 1) in an initiative-specific advisory capacity, 2) as an outsourced AI Officer to lead the AI strategy development and associated implementation roadmap, or 3) as a component of our Fractional Growth Officer model.

Process automation is often referenced as AI. Our approach is to breakdown each function on it’s own for many reasons. Process automation, Artificial Intelligence, and remaining traditional process are all unique in their own way. Sometimes the business need is just automation, which can be handled in numerous ways that still have significant room for adoption and high return on level of lift.

AI Artifical Intelligence and process automation are often used interchangeably. In reality, it’s just as important to know when not to use AI as it is to use AI. In many instances, the ask for AI is really an ask for significant efficiency gains in operational process from very reliable process automation. True AI has it’s place as well and instead of following a highly-complex, but reliable set of rules, AI follows patterns, learning, rules, and uncertainty. AI can bring incredible speed to time consuming process like content and design and can leverage unstructured data to develop powerful intel and serve it to a person or into a process. We clarify for the purpose of explaining the GVX approach and point of view in terms of AI & process. We consider them both to be very strong components of the growth engine, however, a foundationally strong AI and process automation strategy consists of leveraging each independently as the tools they are.

Process Automation. Process automation comes in many forms with numerous types of technology within a Martech stack, beginning with the core of the stack, the CRM. GVX is versed in deep understanding of the needs of the teams that collaborate through the growth stack components, as well as the various ways to automate process that each come with their own strengths, total cost of ownership, flexibility for revisions as the growth journey navigates and evolves through growth stages as your organization continues to scale.

Process Improvement. Like many aspects of the growth engine, process is often overlooked as the criticality it is for effectiveness, efficiency, and being embraced over alternative workarounds. GVX understands the numerous benefits of well-designed process throughout the components of the growth engine and we work closely with our clients to understand your business and lend best-practice guidance, change management, and process improvement for efficiency and effectiveness gains. Process improvement drives growth gains, improvement in client experience, and builds value.

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GVX partners with our clients to develop and implement a strategic roadmap for AI, process automation, and process improvement. We help align the AI . Automation roadmap with the ability to seize opportunity, mitigate risk, strengthen competitive edge, increase growth, pricing, margin, and client lifetime value.
Significant positive impact on growth and value can happen with minimal time and investment occasionally across the year as an outsourced offering. We embed this support into our Fractional Growth Officer service as well.
Why we’re different
We partner with our clients as an extension of your team with our entire focus being on scaling, improving growth, and building value. We’re system agnostic by design in effort to achieve what we’re measured on…improving growth, margin, competitive position, ability to scale, and value creation.
Our approach in successful implementation of AI and process automation involves full mapping of current process, data, technology, team, and client engagement to the future state to ensure impact is accommodated proactively before full deployment. Change management to communicate and over communicate is developed into the plan as a critical step. Depending on the level of change, training and internal solution champions can be rolled out to serve in helping answer questions along the way while also serving as power users to lead the way. All of the above obviously depends on the size of the organization and the scope of the improvements.
We partner with clients to review and refine ineffective and inefficient workflow process throughout the entire deal flow cycle from brand awareness to client support. For years we’ve resolved bottlenecks and frustrations that lead to lost revenue opportunities, skipped steps to just get it done, off brand proposals to just get a response to a client without time to wait for the normal process, etc. Common examples are as follows:
- Campaign management
- Lead distribution
- Lead status review
- Lead conversion to Sales
- Proposal development
- Proposal review
- Client Acceptance approval
- Agreement development, review, approval, signature
- Post-close handoff to delivery
- Client case management
- Client success surveys
- Expansion initiatives
- Account Based Marketing account research and planning
- Strategic Account Planning and review
- Incentive compensation calculation, review, and payout process
- Etc.
Process routinely evolves and impacts the ability to ensure the entire team is operating as a seamless team. Several areas are impacted;
1. Process documentation for controls out of compliance
2. Inefficient and ineffective team collaboration
3. Valuable business intel inconsistently captured and stored in a manner that is consistent and leveragable, resulting in missed opportunity
4. Case studies not leveragable for winning new work
5. Retention challenges of top-performers due to frustration and forced to operate at less than full capacity due to inefficiency
We’ve lived the above in internal roles, we’ve helped clients streamline the above, and we’re positioned well to partner with our clients in a way that both understands the process and yet also understands through the lens of growth engine team members collaborating with each other. We get it more than just a technical provider.