Reducing operational drag by 40% through a custom Salesforce-driven Decision Intelligence layer.
Eliminating Operational Bottlenecks Through AI-Enabled Process Optimization
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Key results from this project
Reduction in Operational Inefficiencies
Improvement in Documentation Accuracy
Project Summary
This enterprise service provider was losing 40% of team capacity to 'shadow work' and fragmented data. Hatzs modernized their legacy setup into a unified Salesforce Intelligence Layer.
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High performance components for demanding applications
They needed a technology partner to support its digital strategy
Our approach focused on 'Decision Ownership.' We architected a system that uses RAG (Retrieval-Augmented Generation) to give every service agent instant access to proprietary company knowledge.
- Legacy-to-Salesforce Modernization: Migrating fragmented data into a unified Service Cloud core.
- Enterprise RAG Implementation: Turning siloed technical manuals into context-aware AI insights.
- Document Management: Secure, role-based access for 1000+ field technicians.
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Solution Delivery
Key implementation aspects included:
Enterprise RAG
Context-aware AI that 'reads' internal documentation to provide instant answers to field agents.
Intelligence Layer
A unified data environment that reduced operational inefficiencies by 40% across the board.
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Transformation Metrics
The new intelligence layer unified the workforce and drastically reduced manual overhead.
- Legacy-to-Salesforce Modernization: Migrating fragmented data into a unified Service Cloud core.
- Enterprise RAG Implementation: Turning siloed technical manuals into context-aware AI insights.
- Document Management: Secure, role-based access for 1000+ field technicians.
- Automated Dispatch: Intelligent logic to assign work orders based on technician proximity and skill.
Hatzs fixed the 'Cost of Chaos.' Our team is finally focused on service, not fighting the software.
