From Manual Tasks to Measurable Results in Just Weeks
Hands-off implementation, immediate ROI, and lasting productivity gains for Chantry Group
Who We Helped: Chantry Group
CHALLENGE
- The team was spending roughly 10 hours per week on repetitive admin work, leaving less time for client relationships.
- Managing three CRM platforms made oversight and consistency difficult.
- An approximate 10% error rate in data entry meant records weren't always reliable.
- The manual process lacked real-time visibility, which created risks if someone was out sick or key information slipped through the cracks.
Identifying Inefficiencies
Manual processing, delayed decision loops, and systemic bottlenecks created elevated operational risks, capping volume expansion and shifting critical bandwidth to daily overhead.
SOLUTION
Valenta delivered a custom-built Digital Assistant that integrated seamlessly into Chantry Group's workflow—requiring no change in how the team worked. Here's how it works: the Digital Assistant is automatically added to the BCC field of outgoing emails. Without altering the client experience, the Digital Assistant captures the conversation, extracts key details, and routes them to the correct CRM in real time.
Automated Email Capture
By simply bcc'ing the Digital Assistant on emails, communications are instantly logged into the correct CRM.
Error-Free Data Entry
The Digital Assistant extracts key information—sender, recipient, time stamps, and content—ensuring accuracy across records.
Real-Time Visibility
Centralized, reliable data means the whole team can view client communications, regardless of who is available.
RESULTS
The transformation was immediate and measurable. The Digital Assistant was live in just two weeks, with results showing within the first week of launch.
Key Performance Gains
- 1,997 work hours to be saved annually (extrapolated from a month of automation)
- 100% elimination of manual errors
- Real-time, 360° visibility into all communications
- Rapid ROI—results within weeks of deployment
- Increased productivity as the team's focus shifted from admin work to client relationships
RETURN ON INVESTMENT
1,997
Hours to Be Saved Annually (Equal to 83 Work Days)
£11,000
Annual Labor Savings from Automating One Process
£1.1 Million
Est. in Annual Savings from Automating an Add'l 100 Processes
What impressed us most was how quickly we saw results. Within the first week of launch, the difference was already clear. It's exciting to be working on further automation projects with Valenta now, building on this success. We feel very well supported and confident in the value automation is bringing to our business.