Financial Services: Building an AI-Ready Operating Model

Business Challenge

Key questions asked of the client by team and addressed in the solution

Core platforms supported ~80% of operational requirements, but critical decisions still relied heavily on manual intervention.

Key questions asked of the client by team and addressed in the solution

Which workloads and decisions are genuinely AI-ready?
Where is human judgment and oversight still required?
What governance and regulatory controls are required to scale AI responsibly?
How should the operating model evolve to balance automation, human oversight and control?

Impact: From AI Opportunity to AI-Ready Operations

Key questions asked of the client by team and addressed in the solution

Impact: From AI Opportunity to AI-Ready Operations

Move from manual decisions to AI-enabled workflows.
Move from identified use cases to evidence-based AI readiness.
Define the right balance between automation and human oversight.
Embed governance and regulatory controls into the operating model.
Create a scalable framework for responsible AI adoption.
30% reduction in manual decision workloads
Improved efficiency and established a scalable model for responsible AI adoption

Insurance: Building an AI-Ready Insurance Operations Model

Achieve Executive Committee goal

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to

Key questions asked of the client by team and addressed in the solution

Created a scalable operating model for responsible AI adoption across insurance operations.

Key questions asked of the client by team and addressed in the solution

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to

Key questions asked of the client by team and addressed in the solution

Which workloads and decisions are genuinely AI-ready?
Where is human judgment and oversight still required?
What governance and controls are needed for AI at scale?
How must the operating model and workforce evolve?

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to

Move from AI opportunities to evidence-based automation decisions.
Move from isolated AI use cases to a scalable operating model.
Integrate AI-enabled decisions, human oversight and governance.
Improve decision-making, efficiency and risk management while enabling responsible AI adoption.

Healthcare AI: Lifecycle AI Governance and Assurance

Business Challenge & Impact

Key questions asked of the client by team and addressed in the solution

AI solutions needed to achieve strong technical validation, but scaling adoption required stronger lifecycle governance, monitoring, accountability and regulatory readiness.

Key questions asked of the client by team and addressed in the solution

How do we move from technical validation to responsible AI deployment at scale?
What governance and risk controls are required throughout the AI lifecycle?
How should AI performance, privacy and accountability be continuously monitored and assured?
What capabilities and workforce readiness are required to sustain responsible adoption?

From AI Validation to Continuous Assurance

Key questions asked of the client by team and addressed in the solution

From AI Validation to Continuous Assurance

Move from point-in-time validation to continuous monitoring and lifecycle assurance.
Embed AI risk controls, data privacy assessments and accountability mechanisms throughout the AI lifecycle.
Align governance with ISO 42001, emerging healthcare AI regulations and good practices.
Establish post-deployment governance and workforce readiness to support responsible adoption.
Created a scalable framework that strengthens regulatory preparedness, trust and ongoing assurance.

Industrials: Strengthening AI Governance and Operations

Achieve Executive Committee goal

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to

Key questions asked of the client by team and addressed in the solution

Created a roadmap for double-digit million-dollar cost reduction while strengthening governance and compliance.

Key questions asked of the client by team and addressed in the solution

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to

Key questions asked of the client by team and addressed in the solution

Where is manual intervention driving cost and complexity?
What can existing ERP platforms automate versus an AI-enabled workflow layer?
How can AI improve quality and compliance without weakening governance?

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to

Move from manual intervention and process exceptions to AI-enabled workflows.
Move from technology investment to measurable operational and business outcomes.
Automate quality reviews, supplier assessments, compliance documentation and exception management.
Target double-digit million-dollar cost reductions while strengthening governance, transparency and compliance.

Healthcare Provider Network: Scale and Improve Service

Business Challenge & Impact

Key questions asked of the client by team and addressed in the solution

Core ERP and hospital systems had digitized transactions, but patient flow, workforce planning, resource allocation and reporting remained heavily manual.

Key questions asked of the client by team and addressed in the solution

Where are manual interventions and bottlenecks limiting service and scalability?
How can patient demand, workforce and resources be better forecast and prioritized?
How can existing operational, workforce and financial data support faster decision-making?
How can the organization scale service without proportionately increasing costs and staffing?

From Manual Operations to Intelligent Service Delivery

Key questions asked of the client by team and addressed in the solution

From Manual Operations to Intelligent Service Delivery

Move from fragmented manual processes to AI-enabled operational intelligence.
Integrate operational, workforce, financial and governance data to improve decision-making.
Improve forecasting and prioritization across patient flow, workforce planning and resource allocation.
Reduce manual reporting while increasing operational visibility.
Create a scalable operating model that supports growth and improved service without proportional staffing increases.
Improved service delivery and Increased operational visibility
Reduce reporting effort by 30%
Scale operations without proportional increases in staffing

Pharmaceuticals: Double Digit Reduction in Operating cost

Business Challenge & Impact

Key questions asked of the client by team and addressed in the solution

Despite substantial investment in SAP and related enterprise platforms, critical operational and compliance activities still required significant manual intervention, contributing to rising operating costs.

Key questions asked of the client by team and addressed in the solution

Where are high-volume manual activities driving operating cost and complexity?
Which activities and exceptions are unsuitable for standard ERP automation?
Where can AI automate or streamline quality, supplier and compliance workflows?
How can automation improve efficiency while maintaining compliance and operational control?

From Manual Intervention to AI-Enabled Operations

Key questions asked of the client by team and addressed in the solution

From Manual Intervention to AI-Enabled Operations

Move from persistent manual activities to an AI-enabled workflow layer.
Target high-volume activities and process exceptions beyond standard ERP automation.
Automate quality reviews, supplier assessments, compliance documentation and exception management.
Apply process discovery and AI readiness assessments across business functions.
Create a roadmap for substantial cost reduction while improving compliance, transparency and business effectiveness while supporting:
Double-digit million-dollar operating cost reductions
Improved compliance
Greater operational transparency
Improved business effectiveness

Financial Services: Scale and improve services

Achieve Executive Committee goal

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions.

Key questions asked of the client by team and addressed in the solution

Created ability to scale and improved customer service

Key questions asked of the client by team and addressed in the solution

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions.

Key questions asked of the client by team and addressed in the solution

What would you like to Prioritise on – scale, cost, operational efficiency, customer service?
Do you need to consolidate and standardize processes?
Are these processes documented and housed within a workflow system?

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions.

Move from FTE Costs, Siloed process optimization, internally focussed SLAs to Total cost to Serve
Move from upfront investments, scale-to-skill migration to stakeholder satisfaction, domain expertise, effectiveness and return on investment.

M&A: Increase M&A success rate

Achieve CEO goal

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions.

Key questions asked of the client by 14DAA and addressed in solution

Increase M&A success rate by significantly increasing margins on recent acquisitions

Key questions asked of the client by 14DAA and addressed in solution

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions.

Key questions asked of the client by 14DAA and addressed in solution

What tech and processes need to be ported over to the parent company?
How do clients access the output created by the current team?
Is the entire team transparent to the client, or just the relationship manager?
Are their existing synergies identified in the deal that we need to consider in the proposed solution?
Identify key employees who s

What tech and processes need to be ported over to the parent company?
How do clients access the output created by the current team?
Is the entire team transparent to the client, or just the relationship manager?
Are their existing synergies identified in the deal that we need to consider in the proposed solution?
Identify key employees who should be retained in the current firm?
Are there any location or time zone specific constraints?

Show Less

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions.

Move from FTE unit cost to total cost to serve and business focussed outcome.
Move from siloed process optimization to integrated network of sites, total cost to service
Move from scale to skill migration towards domain expertise and effectiveness and returns on investment.

Technology: Assure IoT SaaS deployed in GCC is Cybersecure

Achieve Executive Committee goal

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions

Key questions asked of the client and addressed in the solutions

Smart metering GCC project in Europe. Connectivity and IoT SaaS vendor replacement triggered by obsolescence of incumbent’s services (3G network retirement). The progress from MVP / Testing phase to full deployment phase is conditional on demonstrating full compliance to requirements (a third of which relating to network and SaaS platform

Show Less

Key questions asked of the client and addressed in the solutions

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions

Key questions asked of the client and addressed in the solutions

What are the timeline and suitable phasing for achieving the high levels of security compliance required?
Will the ExComm support priority for the improvement programme in case of conflicts in allocation of resources?
What investment budget would be available for the programme and what amount could be covered by the client?
What are the top-

What are the timeline and suitable phasing for achieving the high levels of security compliance required?
Will the ExComm support priority for the improvement programme in case of conflicts in allocation of resources?
What investment budget would be available for the programme and what amount could be covered by the client?
What are the top-security risks already known, accepted at ExComm level, and with allocation against ‘Contingency Reserves’?
What projects of interest have been de-prioritised recently because of budget and other resources constraints?

Show Less

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions

Cybersecurity assessment and gap analysis
Roadmap of investments according to priorities – a. lowering contingency reserves; b. synergies with backlogged projects of interest; c. risk factor (impact x likelihood)
Use of AI/ML for detection of abnormal activity and filtering of false positive alarms – 25% reduction in SOC-related operational costs

Financial Services: $$M reduction in Operating Costs

Achieve Board mandated goal

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions.

Key questions asked of the client by team and addressed in the solution:

Double Digit million dollar reduction in operating costs within 8 financial quarters

Key questions asked of the client by team and addressed in the solution:

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions.

Key questions asked of the client by team and addressed in the solution:

What's is Timeline and quantum of cost efficiency to be created?
Does the client have existing partnerships with service providers that can be terminated and insourced?
Has the client evaluated departments and processes within department that can be moved to the captive?
Are all of these identified processes documented?
Does the client have a

What's is Timeline and quantum of cost efficiency to be created?
Does the client have existing partnerships with service providers that can be terminated and insourced?
Has the client evaluated departments and processes within department that can be moved to the captive?
Are all of these identified processes documented?
Does the client have a workflow system to monitor completion of milestones within the process?

Show Less

The team focuses on firm goals with a lens on both Operational Efficiency and Business Outcomes, to propose bespoke solutions.

Move from FTE unit cost to total cost to serve.
Move from basic research and scale of low cost location and internally focussed SLAs to business focussed outcome.
Move from upfront investments to stakeholder satisfaction, domain expertise and effectiveness and return on investment.