Key Highlights
- OptiSol partnered with a global mobility services provider to automate and streamline their email communication and data management processes.
- Using Microsoft Graph API and AI-driven intelligence, we built a secure solution to extract, analyze, and integrate email data into the provider’s internal platform.
- The solution included event recognition, sentiment analysis, and entity extraction to track milestones, appointments, and client interactions more effectively.
- Automation minimized manual effort, improved data accuracy, and enhanced customer experience through prioritized communication workflows.
Problem Statement
01
Manual Tracking: The organization relied heavily on manual tracking of email communications for appointments and project milestones. This process consumed time, often led to errors, and slowed down the flow of important information across teams.
02
Data Extraction Gaps: Emails often carried crucial details like dates, milestones, and client updates, but without automation these details were overlooked. The absence of structured extraction delayed updates and reduced operational efficiency in daily activities.
03
Customer Insights: The lack of sentiment analysis meant the company had no way to understand client emotions. Urgent or dissatisfied emails blended with regular ones, preventing teams from prioritizing responses and offering timely customer support.
04
Operational Bottlenecks: Manual workflows created bottlenecks by spreading data across multiple systems without proper integration. This fragmentation slowed down business operations, increased the workload on employees, and introduced risks of delays in client services.
Solution Overview
01
Secure Email Retrieval: OptiSol introduced Microsoft Graph API to retrieve emails securely from business domains. This ensured compliance with enterprise-grade security standards while also enabling the foundation for structured data extraction from unorganized communication.
02
Event Recognition: Advanced AI models were applied to identify and capture scheduling events, milestones, or task completions mentioned in emails. By automating this recognition, the system helped teams monitor project timelines more accurately and efficiently.
03
Data Integration: Extracted email information was automatically populated into the enterprise platform, eliminating repetitive manual data entry. This seamless integration ensured that important updates were always available in real-time for all stakeholders.
04
Sentiment Analysis: AI-powered sentiment analysis categorized client communications as positive or negative. This allowed teams to prioritize critical or dissatisfied client messages quickly, ensuring faster resolutions and more empathetic customer engagement.
05
Entity Recognition: Named Entity Recognition (NER) technology was leveraged to extract contextual details such as dates, client names, and locations. This provided richer insights, improved reporting, and enabled teams to act on structured data efficiently.
Business Impact
About The Project
A leading global mobility services provider relied on email to manage client interactions, milestones, and task updates. Manual processes caused inefficiencies, errors, and delays. OptiSol implemented an AI-powered solution with secure email retrieval, event recognition, and sentiment analysis. The automation streamlined workflows, integrated data into the enterprise platform, and improved customer responsiveness, delivering a scalable and efficient communication system.
FAQs:
What challenge was the mobility services provider facing?
They relied on manual tracking of emails for appointments and milestones, which caused delays and inefficiencies.
How is data security ensured in email retrieval?
The solution uses Microsoft Graph API to securely access and process emails in compliance with enterprise security protocols.
Can the solution automatically detect scheduling events?
Yes, AI models identify and extract events like license appointments, milestone completions, and task updates from emails.
How does sentiment analysis improve client engagement?
By identifying email tone, the system prioritizes urgent cases for faster responses, improving customer satisfaction.
What is Named Entity Recognition (NER) used for?
NER extracts contextual details like dates, client names, and locations, which improves accuracy and actionability.
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