- Problem
- A large PE-backed CPG company faced growing frustration from its field sales teams, who struggled to access up-to-date order and fulfillment information while engaging with customers. The supply chain IT team wanted to reduce the burden of manually fielding these requests and envisioned a conversational agent that could act as a self-serve interface for order-related data—similar to ChatGPT but tailored to their systems.
- Action
- Engaged with internal stakeholders and conducted market benchmarking to define the strategic vision for a sales-facing AI copilot that would streamline access to order data without requiring manual intervention. Managed end-to-end development and deployment (oversaw technical team), leveraging GPT-3.5/4, LangChain, and text-to-SQL to enable natural language queries against live sales databases.
- Result
- Successfully implemented the AI copilot, delivering measurable improvements in sales productivity and operational efficiency. The tool reduced time and cost for sales teams accessing order status updates, improved operational efficiency through real-time data access, and enabled faster, data-driven decision-making through actionable insights.