Services
Ticket Triage & Auto-Assign
AI agents that read incoming requests, summarize the issue, and route work to the right person or queue.
CRM Augmentation
Suggested actions, pre-filled forms, sales notes, and automated updates that reduce manual data entry.
Document Ingestion & Extraction
Automated processing for spreadsheets, invoices, forms, reports, and contracts into structured business data.
Automated Reporting
Reports and dashboards generated from connected systems so teams get current numbers without spreadsheet cleanup.
Deployment & Managed Operations
Discovery, pilot build, production hardening, governance, monitoring, tuning, and ongoing support.
AI Governance & Use Policy
Create clear guardrails for how staff use AI, including approved tools, data handling rules, access controls, auditability, and safe adoption practices across the business. Pair AI adoption with clear policy and security controls through our Cyber Hygiene Framework.
Case Study
Pacific Bottleworks Uses AI to Improve Business Reporting and Sales Visibility
Pacific Bottleworks partnered with Scout and Aech AI to improve how the company accesses, reviews, and acts on business data. The project helped replace a significant amount of manual reporting work with a more efficient AI-supported workflow that provides timely, consistent, and accurate information to the team.
The result is faster access to better reporting, improved visibility for leadership and sales teams. Providing more time available for analysis, planning, and decision-making with faster access to customer and product insights through Microsoft Teams. For clients evaluating trust and risk, Scout is also CyberSecure Canada certified.
Challenge
Pacific Bottleworks was relying on manual reporting processes to review sales performance, customer activity, product trends, and account-level information. Preparing these reports required a significant amount of spreadsheet work, data entry, and manual formatting.
As the business continued to grow, the reporting process became increasingly time-consuming and difficult to maintain consistently. Information from different sources had to be compiled and reviewed before it could be used by leadership and sales teams.
The manual process also created a higher risk of inconsistency, delays, and human error. Valuable higher-level employee time was being spent preparing reports rather than analyzing results, identifying opportunities, and supporting business decisions.
Key challenges included:
- Manual preparation of recurring business reports
- Data coming from multiple sources and formats
- Time-consuming spreadsheet work and data entry
- Risk of inconsistent reporting and human error
- Higher-level employee time being used for report preparation instead of analysis
- Limited time available for deeper planning and decision-making
Solution
Scout and Aech AI helped Pacific Bottleworks implement an AI-supported reporting workflow that gives the team easier access to current business information through familiar communication tools.
The system allows approved team members to access timely reporting and business insights without relying on manually built spreadsheets for every review. Information can be requested and reviewed more efficiently, helping the team better understand customer performance, sales trends, product movement, and account activity.
The workflow also supports the consolidation of external sales data into a more consistent reporting format, giving Pacific Bottleworks better visibility into market activity and customer performance.
Rather than replacing decision-making, the AI tools support better decision-making by giving the team faster access to cleaner, more consistent, and more accurate information.
Scout and Aech AI have helped us turn a manual reporting process into a much more accurate and useful business tool. We now have faster access to current business information, giving our leadership and sales teams better visibility into performance trends and opportunities. The reporting is significantly better and more accurate than what we were able to produce manually, and it has reduced a large amount of spreadsheet work and data entry. This has freed up roughly half of a higher-level employee’s workload, allowing that time to be redirected toward analysis, planning, and better business decisions.
James Colburn, President
Results
The AI reporting workflow has become a valuable operating tool for Pacific Bottleworks.
The company now has significantly better and more accurate reporting than it was able to produce manually. Reports are more consistent, more current, easier to analyze, and less dependent on manual spreadsheet work.
Just as importantly, the system has reduced a significant amount of manual reporting, spreadsheet work, and data entry. This has freed up roughly half of a higher-level employee’s workload, allowing that time to be redirected toward analysis, planning, and higher-value business work.
Key results include:
- Faster access to current business reporting
- More accurate and consistent reports
- Improved visibility into customer, product, and sales trends
- Reduced manual spreadsheet work and data entry
- Less risk of reporting errors
- Significant higher-level employee time freed up
- More time available for analysis, planning, and decision-making
- Better support for management and sales decision-making
Overall, Pacific Bottleworks is using AI to become more data-driven, more efficient, and better equipped to identify trends, risks, and opportunities across the business.