Case studies
Work that changed how the business runs
Thousands of hours a month handed back, approvals three times faster, lead generation cut by 90%. Results from finance, healthcare, education and the trades.
Selected results
Automation across finance and operations
Capital-raising advisory firm
CRM and origination automation
- Automated lead sourcing and CRM enrichment.
- Triggered stale-lead follow-up and reporting.
90%
reduction in lead-gen time
20%
higher lead-to-client conversion
Major-brand vehicle finance provider
Invoice approval automation
- Automated invoice matching and approvals.
- Exceptions routed with limited manual intervention.
90%
accuracy rate
3×
faster approvals
National diagnostic services provider
Accounts receivable automation
- End-to-end receivables processing.
- Reduced admin effort, accelerated cash collection.
85%
faster processing
2,000+
hours saved per month
Top-20 Australian university
Academic request automation
- Request classification and routing.
- Reduced manual triage across high volumes.
30,000+
requests processed
70%
reduction in handling time
NSW early childhood centre
Financial reporting automation
- Monthly reporting and analysis.
- Integrated into existing Xero-based workflows.
90%
time saving
240
hours saved per year
NSW HVAC business
Website and lead generation
- Website and lead-capture workflow.
- Qualified inbound opportunities.
4
qualified jobs in month 1
600%
ROI vs build cost
Training example
Practical AI workshop for an M&A advisory firm
A half-day, hands-on workshop for the deal team, built around a live workflow, with adoption and productivity objectives set against the firm's own baseline.
Programme
-
1
Foundations, security and reliability.
-
2
Hands-on M&A workflow: one continuous sector case from research and screening to draft IM and pitch content in the client's own formats.
-
3
Skills, tools, integrations and reusable team workflows.
-
4
Managed "virtual employee" demonstration with controls, approval gates and an implementation roadmap.
Objectives and target outcomes
80%+ weekly active use
Adoption: from ad hoc individual use to the whole deal team working on agreed workflows, within three months.
40–60% time saving
Productivity: on first-pass work such as research synthesis, screening, draft IM sections and pitch content.
100% cited and verified
Quality and control: every AI-assisted output checked against sources before it leaves the team, under one written standard for approved tools and data.
Baseline → post-programme
Capability: proficiency measured before and after; the largest uplift is usually among less-experienced staff.
Indicative targets agreed with each client and measured against a pre-programme baseline.
Why targets this high are realistic
Recent field evidence points the same way. In a six-month experiment across 66 firms and 7,137 knowledge workers, staff given an AI assistant spent two fewer hours a week on email alone. Across three randomised trials with 4,867 developers, AI users completed 26% more tasks, with the largest gains among less-experienced staff. And in 2026 worker surveys, adoption tracked closely with whether firms actively encouraged and organised AI use; a ten-point rise in worker adoption is associated with 2.9 points of additional productivity growth. Among finance and strategy functions using AI, 53% report cost decreases. The gains land where use is organised and trained.
Sources: Dillon, Jaffe, Immorlica & Stanton, "Shifting Work Patterns with Generative AI" (2025); Cui et al., "The Effects of Generative AI on High-Skilled Work", Management Science (2026); Bick, Blandin, Deming, Fuchs-Schündeln & Jessen, "Mind the Gap: AI Adoption in Europe and the U.S.", NBER (March 2026); McKinsey, The State of AI (November 2025).
"The team left with a reusable method and written standards."
Bring us one workflow or one business unit.
We'll tell you where AI is worth applying, what it would take, and what we would do first.
Results include work completed by Sentia Partners personnel prior to the founding of Sentia Partners. Client names withheld under confidentiality.