Increasing Efficiency with GenAI Summarization

CLIENT

NDA

INDUSTRY

Healthcare

SERVICE

Gen AI

The Challenge

Our client, a global health company, faced a problem of time mismanagement, with customer agents spending too much time summarising calls within the CRM system and not enough time attending to customers. To address this problem, it was initially decided to implement a chatbot for customer care. However, due to certain limitations, the client opted for the second option.

The Solution

The Head of Global Customer Support reached out to Sphere for a custom Generative AI solution for call summarization and chatbots for customer interactions.

Through Sphere’s tailor-made solution, we aimed to demonstrate the effectiveness of these technologies and validate that GenAI could significantly reduce the time required for call summaries and ensure a smooth transition to a more efficient system, aligning with the senior leadership’s goals.

To prove the concept, Sphere undertook the following steps:

Proof of Concept (POC) Validation

The Proof of Concept (PoC) Validation phase aimed to de-risk the proposed solution by building and testing a specific workflow. Sphere developed a functional prototype to demonstrate the viability of the GenAI technology within the client’s environment, and enabled the client stakeholders to use it alongside their current workflow to try it out. This phase was critical for validating the maturity of the technology and ensuring that it could effectively address the client’s challenges, and provide a side-by-side comparison between their current processes and the newly planned way of working using the solution.

During this phase, Sphere and the client assessed whether the solution could deliver the anticipated benefits and scale as needed for the organization. The results of these tests provided valuable insights into the practical application of GenAI and helped to refine the solution’s ROI for the company sponsors and stakeholders. By validating the technology in a controlled setting, Sphere was able to mitigate risks and provide the client with confidence in the proposed solution’s effectiveness.

The results of the PoC phase were significant. It provided empirical evidence of the solution’s capabilities and ensured that the technology would meet the client’s needs before committing to a full-scale implementation. This phase not only validated the proposed technical solution but also set the stage for a successful rollout by addressing any issues or adjustments needed based on real-world testing. The insights gained from the PoC were essential for finalizing the deployment plan and ensuring a smooth transition to full implementation.

The Result

Sphere’s expertise in GenAI enabled the creation of a customised solution for the client. The client received comprehensive design sessions to identify the most impactful area for their business, followed by a detailed solution design specific to their needs. They were provided with design artefacts and a Level of Effort (LOE) estimation to guide implementation. A Proof of Concept (POC) was conducted within their actual environment to de-risk and validate the solution, ensuring it meets or exceeds the defined KPIs before full-scale implementation.

The small investment in the POC provided concrete results from the client’s operations, validating the technology’s positive impact. This affirmation of the hypothesis and business case confirmed the technology’s suitability and demonstrated immediate benefits, leading to the POC’s adoption while the full solution is developed.

Sphere’s methodical and meticulous approach—from identifying opportunities to validating through a POC—demonstrates our commitment to leveraging advanced technologies for efficiency. This project not only met corporate goals but also set a precedent for future innovation within the organization.