A R C Q A I L I M I T E D

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Generative AI consultancy building custom software for service and brick-and-mortar businesses under $100M ARR, helping early AI adopters.

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Client Management & Content Creation

Generative AI

Client Management with Generative AI

Learn how switching from a manual process to an automated system improved client reporting and data management for a company that serves over 1,000 clients a week. This study explains how custom software was built to combine tasks and automate work, cutting costs and speeding up operations.

The Story

The Client

An agency was spending about $12,000 a month on virtual assistants. They handled internal client reporting, updated performance dashboards, and manually transferred data between Typeform and Monday.com.

The Challenge

To stop relying on manual work for repetitive tasks by building an automated system that handles client reporting and data management quickly and correctly.

The Solution

A custom solution was built to automate and connect the weekly tasks of client reporting and data management. Specific triggers were set up on the platforms so information flowed smoothly with real time updates and simpler operations.

Weekly Client Dashboard Updates

Automated system for continuous performance tracking

Real-time Payment Data Updates

Accurate financial reporting.

Streamlined Client Onboarding

Reduces manual effort with an efficient automated process.

Content Generation

Utilizes AI for improved content creation.

This case study shows how automation can help business processes. By switching from manual work to technology, the company saved money and made its services faster, more accurate, and more efficient.

Achievements

Cost Savings

Switching to automation removed the $12K per month cost of virtual assistants, turning that expense into extra profit for the company.

Efficiency Gains

Onboarding and reporting that used to take 2 days now happen instantly with constant, real time updates.

Accuracy Improvement

Automation got rid of common errors in internal data, reports, and documents, making them more accurate and dependable.

Why This Matters

Switching from manual to automated processes saved money and improved how the business runs. This example shows how companies can use technology to make work flow smoother, reduce errors, and increase profits.