Case Study: Assessing The AI Opportunity For Healthcare - A Consultancy Report.
Identifying AI-Driven Efficiency Gains through Logicdialog’s Consultancy
Client Overview
Our client is a proactive healthcare organisation specialising in medical case management, rehabilitation, and workplace health solutions. As part of its mission to provide efficient and high-quality services, they sought to explore how Artificial Intelligence (AI) could enhance operational efficiency, reduce administrative burden, and improve overall productivity.
To identify the most impactful AI-driven solutions, Logicdialog conducted a comprehensive AI opportunity assessment, highlighting key areas where Generative AI and automation could transform HCML’s workflows.
The Challenge
The client operates in a high-volume, process-driven environment where manual workflows consume significant time and resources. Key challenges included:
Assessment Call Transcription & Report Creation
Employees manually transcribe and summarise assessment calls, spending around 60 minutes per report.
With 30 full-time employees writing reports daily, this equates to 20,250 hours per year (~3,319 workdays).
Call Auditing
The client conducts quarterly compliance audits on a sample of 60 calls per quarter, with each audit taking 60 minutes.
The total time spent annually auditing calls is approximately 240 hours (~39.3 working days).
CRM & Operational Inefficiencies
The client’s use of Microsoft Dynamics CRM involves manual data entry and duplication of assessment call records.
New employees take up to three months to become proficient, impacting productivity and morale.
Appointment Booking & Supplier Management
Appointment scheduling and cancellations are handled manually, leading to errors and inefficiencies.
Supplier document renewals (accreditations, credentials, and insurances) require frequent manual follow-ups.
Learning & Development Challenges
Employee training is time-intensive and administratively complex, requiring manual scheduling of sessions across multiple calendars.
Recognising these inefficiencies, our client engaged Logicdialog to explore how AI and automation could improve these areas.
AI Opportunity Assessment
Logicdialog conducted a two-day on-site consultancy at our client’s site. The objective was to analyse all operational processes and identify AI-driven efficiency gains.
Consultation Process & Key Findings
1. AI-Driven Call Transcription & Report Summarisation
Current Issue: Manual transcription and report creation consume significant time.
AI Opportunity: Generative AI could automate call transcription and summarization, reducing reporting time by over 50%.
Potential Benefit: Could save 10,000+ hours annually, enabling employees to focus on higher-value tasks.
2. Automated Call Auditing for Compliance
Current Issue: Only 240 calls per year are audited due to manual constraints.
AI Opportunity: AI could automate the compliance review of all calls, checking for key compliance markers (ID verification, GDPR adherence, etc.).
Potential Benefit: Would save up to 30+ days annually and enhance compliance monitoring.
3. AI-Powered CRM Optimisation
Current Issue: Microsoft Dynamics requires significant manual data entry and has a steep learning curve for new employees.
AI Opportunity: A conversational AI assistant could integrate with Microsoft Teams, guiding employees through CRM processes and reducing training time.
Potential Benefit: Could cut onboarding time in half, improving employee confidence and productivity.
4. Automated Appointment Scheduling & Supplier Management
Current Issue: Appointment booking, cancellations, and supplier document tracking are manual, error-prone processes.
AI Opportunity: Automating these functions with AI-driven chatbots and workflow automation could eliminate human intervention.
Potential Benefit: Would reduce administrative overhead and improve response times for customers and suppliers.
5. AI-Enhanced Learning & Development
Current Issue: Training coordination is frustratingly manual, requiring scheduling across multiple systems.
AI Opportunity: Conversational AI could automate training schedules and corporate inductions.
Potential Benefit: Streamlining onboarding and training would improve knowledge retention and reduce HR workload.
Projected Impact & ROI Estimates
“As part of its mission to provide efficient and high-quality services, they sought to explore how Artificial Intelligence (AI) could enhance operational efficiency”
Total potential efficiency gains:£240,000+ annually (excluding additional operational benefits).
Next Steps & AI Implementation Roadmap
The consultancy provided our client with a clear roadmap to begin integrating AI solutions. These are the next steps…
Recommended Phased Approach:
Phase 1: Pilot Project (3-4 Months)
Select one key AI use case (e.g., call transcription or CRM optimisation).
Conduct a proof-of-concept (PoC) to validate AI effectiveness.
Ensure integration with Microsoft Dynamics and existing workflows.
Phase 2: Scaling AI Across Multiple Use Cases (6-12 Months)
Expand AI-driven call auditing, appointment scheduling, and supplier management.
Implement AI-powered CRM assistant for training new employees.
Evaluate AI’s impact on compliance, accuracy, and productivity.
Phase 3: Full AI Integration & Optimisation (12+ Months)
Roll out AI automation across HCML’s entire workflow.
Optimise AI models based on ongoing feedback and performance data.
Implement continuous AI-driven process improvements.
Conclusion
Through Logicdialog’s AI opportunity assessment, our client has gained valuable insights into how AI can enhance efficiency, reduce workload, and improve business processes.
Key Takeaways:
✅ AI could significantly reduce time spent on manual tasks, particularly in call transcription, auditing, and CRM workflows.
✅ Automation of appointment scheduling and supplier management could eliminate process bottlenecks.
✅ AI-powered training and onboarding would accelerate new employee productivity.
✅ Projected cost savings exceed £240,000+ per year, making AI a high-value investment for the client.
By following the AI roadmap outlined in this consultancy, our client can gradually integrate AI solutions and achieve substantial productivity gains in the coming months.
Logicdialog believes that generative and conversational AI can transform businesses in of all sizes and in all sectors. Sometimes the hardest part can be knowing where to start. That’s where our consultation days come in. If you’re interested in learning how these days work, and what value they deliver for the business, feel free to get in touch for an initial chat.
