Case studies

Our AI and automation projects

A selection of projects our team has delivered for clients and within our own company. Each project starts with a specific need and a process worth improving.

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Client projectsInternal usePractical applications

What we show

The work to be improved.

What was put in place.

The process delivered.

Internal · Gamache Média

From client conversations to a signed quote.

From 5 hours to 15 minutes per quote. Preparation time measured on our internal system, in service at Gamache Média. Results vary by context.

Notes and conversations → Quote → Signature → Client file

See what was put in place

The situation

Preparing a quote from the information already gathered previously took about 5 hours in this internal process.

What was put in place

Reading conversations, extracting line items and prices, flagging discrepancies, generating the PDF, and connecting it to e-signature and the client file.

The connected process

The conversations are used to build the document. Checking for discrepancies, the signature, and the file's progress are all part of the same application.

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Touchette Portes et Fenêtres

More than 200 requests processed monthly in the tracking system.

A custom CRM is connected to the call centre. AI qualifies and classifies every request as it arrives. A dashboard tracks conversions and customer conversations in real time.

Call centre → AI qualification → CRM → Dashboard

See what was put in place

The situation

Moving more than 200 monthly requests between calls, customer files, and the team responsible for follow-up.

What was put in place

A custom CRM connected to the call centre, AI qualification and classification, and a real-time tracking dashboard.

The delivered workflow

More than 200 requests are processed monthly in the tracking system, with conversations and conversions visible in the dashboard.

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Sucre Solution

A secure portal for useful files.

Suppliers and customers sign in to upload certificates, technical sheets, orders, and compliance documents.

Secure access → Document upload → Conversations together

See what was put in place

The situation

Bringing documents and conversations together in a portal accessible to authorized users.

What was put in place

A secure portal for uploading certificates, technical sheets, orders, and compliance documents according to access rights.

The delivered workflow

Documents and conversations are brought together in a portal accessible to authorized users.

See the solution

Law firm · South Shore of Montreal

An online answer. Then a lawyer takes over.

A web assistant connected to the firm's content answers common questions. A lawyer can pick up the conversation directly in live chat.

Firm's content → Assistant → Conversation with a lawyer

See what was put in place

The situation

Connecting the site's answers to the firm's information and allowing a handoff to a person.

What was put in place

Chatbot, live chat with human handoff, a tracking dashboard, and adaptation to legal terminology.

The handoff to a person

The chatbot draws on the firm's content. A lawyer can pick up the conversation in live chat, with the context of the exchange.

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Crane and heavy equipment rental

A rental request becomes a task.

The web form is connected to the operations software. Each rental request creates the matching task with the fields the team needs.

Form → Fields transferred → Operations task

See what was put in place

The situation

Passing the request from the website to the software used to run operations.

What was put in place

Form connection, field mapping, and automatic creation of the task in the operations software.

The work transferred

A request filled out on the website creates the matching task in the operations software, with the fields tied to the form.

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Retail and outdoor gear

A catalogue carried over with its variants.

An e-commerce migration was carried out from a point-of-sale system. Custom tools handle inventory, variants, labels, and collections.

Point-of-sale system → Catalogue and variants → Online store

See what was put in place

The situation

Carrying over catalogue information and preparing it for use on the e-commerce platform.

What was put in place

Data and processing tools for inventory, variants, labels, and collections as part of the migration.

The data carried over

The custom tools handle inventory, variants, labels, and collections during the migration.

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Industrial equipment · Two brands

Product pages that answer the questions.

Frequently asked questions were structured on product pages for AI answer engines. Competitor monitoring on social media was also automated.

Product pages → Structured questions · Competitors → Monitoring

See what was put in place

The situation

Better organizing product information and tracking competitors' communications.

What was put in place

Frequently asked questions across all product pages and regular collection of competitive intelligence from social media.

The content organized

Product pages now include structured frequently asked questions. The monitoring gathers competitors' communications from social media.

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Health and nutrition · Multiple accounts

Data brought together in a readable report.

Monthly reports combine research and analytics data. They're delivered in a branded template rather than as a raw export.

Research data + Analytics → Branded report

See what was put in place

The situation

Bringing performance information together and presenting it consistently.

What was put in place

Recurring production of reports combining research and analytics data in each account's template.

The document produced

Research and analytics data are presented together in each account's template for the monthly report.

See the solution

Data and management

Reading revenue alongside the work delivered.

A profitability tracker was built from a time-tracking tool. It brings together revenue, hours, and acquisition cost by client or by project.

Revenue + Time spent + Costs → Reading by client and project

See what was put in place

The situation

Bringing management information together instead of reviewing it separately.

What was put in place

Reading profitability based on time spent, revenue, and acquisition cost.

The resulting view

Revenue, time spent, and acquisition costs are brought together to compare work by client or by project.

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What's next

Your next project
starts with your reality.

These case studies show different ways of working with AI and automation. The first conversation is about understanding what your business wants to improve.