Protiviti powers 6 source-linked AI deployments documented in AIUseCaseHub, across 6 industries and 4 countries. Documented deployments include copilots.
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Use Cases
6
Industries
6
Countries
4
Hyperscaler mix
Filter Protiviti's implementations by cloud provider evidence.
How Protiviti builds AIBuild, Buy & Compose — what they mean
A leading US-based natural gas infrastructure firm modernized its operational records management by implementing a cloud-based solution with Microsoft Power Platform, Azure, SharePoint Online, and advanced AI features. The firm faced challenges with managing tens of millions of critical documents for regulatory compliance and future AI enablement. Protiviti led the project, building a custom document repository with automated metadata extraction, integration into business systems, and asset hierarchy-based organization. The three-phase initiative covered workspace design, comprehensive migration analysis, and migration execution, resulting in a unified, compliant, and efficient records repository. The project significantly improved metadata accuracy, enabled decommissioning of legacy systems, and positioned the client for future AI innovation.
A healthcare insurance company enhanced its customer service operations by integrating Microsoft Copilot into Dynamics 365 Customer Service and the Power Platform. Agents at the company faced high volumes of complex customer interactions, including policy queries, claims disputes, and enrollment inquiries which required accurate and swift handling. With Copilot embedded in their CRM, the company empowered agents with AI-driven suggestions, automated drafting of responses, immediate policy lookup, and guidance on next best actions. This automation allowed live agents to focus on higher-complexity interactions and improved first-time resolution rates. Although specific quantitative metrics are not provided, the case showed significant reductions in response times, more empowered customer service agents, and streamlined operations. The implementation demonstrates how AI copilots can directly support business-critical customer-facing functions in the insurance and healthcare sectors.
A global footwear company, serving customers in over 1,000 branded retail stores and online, struggled with legacy data systems that delayed critical business decisions. The company aimed to modernize operations, improve store performance, enhance staff efficiency, and support community programs. Partnering with Protiviti, they implemented a real-time analytics solution using Microsoft Power BI, Azure Synapse, and Azure Data Lake. The new solution delivers actionable data every 15 minutes to store managers, enabling rapid business adjustments, optimizing staffing, refining sales strategies, and deepening community impact. Automation streamlined reporting and replaced slow, manual systems. With improved internal controls and data governance, leadership and store managers can make immediate, insight-driven decisions. The project led to significant cost savings, efficiency gains, and improved decision speed across the business.Data modernization drives retail innovation across the organization.Actionable insights now delivered to store associates within 15 minutes rather than days or weeks.
A global manufacturer of batteries and portable lighting products faced major disruptions to its shipping and supply chain during the COVID-19 pandemic. Previously, the company relied on manual, Excel-based processes that proved inadequate as prices spiked and lead times increased drastically. To address this, Protiviti partnered with the manufacturer to introduce advanced predictive analytics using Microsoft Azure, enabling rapid, accurate forecasting for 63 crucial shipping lanes. Data governance and cleansing methodologies were implemented, and hands-on training empowered the client's team to build, refine, and operationalize low-error predictive models. This data-driven transformation allowed the company to become highly agile in responding to market shifts, increase expense management accuracy, and become a pioneer in predictive analytics for the consumer goods shipping industry. The Azure-powered solution also laid the foundation for improved performance in related shipping and operations functions, permanently elevating the client's analytics capabilities.
A leading global health services company faced significant inefficiencies due to manual, disconnected processes for handling rebate accruals and disbursements. The company relied on disparate tools that necessitated manual data pulls, prolonged approval cycles through email, and increased operational overhead. These processes slowed down payment processing and made data governance challenging. To address these issues, the organization partnered with Protiviti to lead a technology and process transformation leveraging Microsoft Azure, Azure Synapse, Azure Data Lake, Azure Data Factory, Power Platform, and Power BI. The project team mapped the existing processes, migrated data to Azure, and built a singular workflow enabling automated, end-to-end rebate management. Integration of the Microsoft stack reduced manual data handling, automated approvals, and improved data quality. As a result, operational efficiency increased, team members were freed for higher-value work, data governance strengthened, and payment processing accelerated, enhancing both employee experience and customer satisfaction.
The United Church of Canada partnered with Protiviti to modernize operations by transitioning from fragmented legacy systems to a unified cloud-based digital platform using Microsoft technologies. This shift supports over 3,000 communities and 8,000 ministers nationwide and addresses long-standing information silos affecting IT, finance, and national administration.The new solution, built on Microsoft 365, SharePoint, Dynamics 365, PowerApps, Power Automate, Power BI, and Teams, provides ministers and communities with modern self-service portals, mobile access to data, and enhanced collaboration spaces. Automated data capture, streamlined record updates, and integrated communication tools replaced slow, paper-based workflows.Following a 3-month engagement, the Church implemented intranets for national and regional offices, modernized data processing, and reduced IT overhead by migrating to Canadian cloud datacenters. The platform boosted accessibility for rural and youth members and made the operational processes more agile and efficient. Staff and ministers now have easier, more secure access to essential church data from anywhere, reflecting modern digital best practices.This digital transformation expanded collaboration, improved member engagement, accelerated information updates, and reduced time and costs previously dedicated to maintaining disconnected on-premises systems.