Case Study: Sage reshapes AI product development with Basis Global

Sage reshapes AI product development with Greenbook, saving up to 30 minutes per day

Sage, a major accounting software company, faced the challenge of building customer trust and reliance in its rapidly launched AI product, Copilot. They needed to ensure the product offered control, transparency, and genuine value, requiring real-time insights to shape its development without slowing down their market advantage. The vendor, Greenbook, partnered with them to address this.

Greenbook implemented a live research program featuring co-creation sessions where Sage's engineers worked directly with users. This hybrid approach combined qualitative feedback with rapid quantitative testing to prioritize features and refine the value proposition. The solution successfully refocused Copilot into a trusted assistant, resulting in measurable impacts like saving customers 30 minutes per day on core workflows and reducing time-to-payment by over a week.

Sage