Project Information
- Link: Qualytics.co, Qualytics.ai
- Category: Product Management / AI Data Monitoring
- Company: Qualytics
- Duration: 9 Months, 2023
- Impact: Landed enterprise REIT client, enhanced onboarding, and improved product documentation
The Challenge: Proving AI Data Monitoring Value to Enterprise Clients
- Qualytics wanted to land its next large enterprise client in the highly regulated Real Estate Investment Trust (REIT) space.
- The product required tailored onboarding, compliance alignment, and robust documentation to meet enterprise expectations.
The Solution: A Phased Enterprise POC & Onboarding Strategy
📌 Phase 1: Rapid Requirements Gathering & POC Execution
- Facilitated workshops with REIT leadership to understand compliance and data validation needs.
- Mapped AI-driven anomaly detection to specific REIT operational KPIs.
- Delivered a tailored proof-of-concept (POC) that demonstrated Qualytics' value within 2 weeks.
Results:
- Landed the REIT client within 30 days.
- Validated AI model performance against real-world REIT datasets.
📌 Phase 2: Documentation Revamp & Scalable Onboarding
- Overhauled the user guide, training materials, and onboarding playbook.
- Created step-by-step compliance documentation aligned with financial regulations.
- Developed reusable templates for future enterprise clients.
Results:
- Reduced onboarding time by 40%.
- Improved product adoption and usability for new users.
📌 Phase 3: AI Feature Refinement & Compliance Alignment
- Enhanced AI-driven anomaly detection logic based on REIT feedback.
- Refined alerting systems for mission-critical financial data integrity.
- Integrated with enterprise reporting tools for seamless workflow compatibility.
Results:
- Strengthened compliance posture for REIT operations.
- Improved trust in AI-generated insights among stakeholders.
Key Impact & Metrics
- Client Acquisition: Landed enterprise REIT client within 30 days.
- Onboarding Efficiency: Reduced onboarding and implementation by 40%.
- AI Model Improvement: Increased accuracy of anomaly detection in financial datasets.