Industry: Investment Management
Location: New York
The Problem
An investment organization wanted to understand how its existing AI tools could make day-to-day work more efficient, with opportunities identified from actual workflows rather than relying solely on employees to describe their processes.
The Solution
GadellNet worked alongside team members to observe how AI was being used during normal work and identify practical opportunities for improvement.
Did You Know?
Finding opportunities for AI doesn’t have to start with buying another tool. Observing how people actually work can uncover manual effort, duplicate work, and workarounds that existing AI tools may already be able to address.
The Project
- Observed AI use within real employee workflows
- Documented current AI usage and opportunities
- Identified recommended changes and implementation effort
- Ranked quick-start opportunities
- Identified items worth revisiting in 60 to 90 days
The engagement turned workflow observations into a tactical list of AI improvements the organization could act on.