Service Area: Technology
Client Type: Private Equity Firm
Service Provider Type: AI/ML Advisory
Industry: Private Equity
The client, a private equity firm, wanted to begin an AI journey that genuinely improved efficiencies for their investment teams, finance & compliance and administrative professionals. They sought to create use cases that streamline everyday tasks and augment team capabilities without investing in overpriced platforms.
The firm needed tailored AI use cases for different user groups and required “player coaches” who could work closely with each team to develop, implement and maintain these solutions. Finding individuals with expertise in existing tools (like Excel) and emerging AI technologies, while avoiding unnecessary IT transformations, was a significant challenge.
BluWave connected the client with a highly qualified AI/ML expert who could serve as a “player coach” for each user group. This expert utilized platforms such as Microsoft Copilot, Perplexity and Microsoft Power Automate to develop and implement practical AI solutions. BluWave provided multiple expert options, allowing the client to select the one best suited to their specific needs. The chosen expert worked closely with the teams to create use cases, implement automation and train team members to independently manage and expand AI applications.
With the AI expert’s assistance, the private equity firm successfully implemented AI solutions that significantly improved daily operations. The customized use cases for investment, finance and administrative teams streamlined workflows and enhanced capabilities, leading to increased productivity and reduced manual workloads. The “player coach” ensured that the teams could maintain existing solutions and develop new AI applications, fostering a sustainable AI-driven work environment.
The AI expert is very seasoned and a good thought partner. They had a lot of relevant experience and engaged well at the C-suite level.
-Chief Strategy Officer at PE Firm
