Case Study: a global IT services and consulting company streamlines quotation generation with Beam AI

Streamlining Quotation Generation with AI Automation

A global IT services and consulting company faced significant challenges in its internal quotation process, encountering errors in product code identification, currency conversion from Japanese Yen to USD, and delays in sending invoices to clients. Seeking to boost efficiency and accuracy, the company partnered with Beam AI to implement an intelligent automation solution.

Beam AI deployed a specialized Quotation Generation Agent to automate the entire quotation lifecycle. This solution provided accurate product identification, real-time currency conversion, and end-to-end automation of quotation and invoice generation and dispatch. The implementation by Beam AI resulted in a 10% increase in product identification accuracy and a 7% improvement in quotation precision, alongside a noticeable reduction in delays and freed-up internal resources.