Case Studies

Real outcomes from ARK deployments across Real Estate, Manufacturing & Distribution, Automotive, Banking & Wealth, and Healthcare

Real Estate

AI voice agent that calls, qualifies, and books site visits within 60 seconds of lead capture

Client: Large residential real estate developer with multiple ongoing projects

Business Context

Developer runs performance marketing and portal listings, generating hundreds of leads per day across multiple projects and locations. The sales team struggled to respond quickly and qualify leads consistently, leading to missed opportunities and incomplete funnel visibility.

Key Problems

Slow lead response time from portals and ads, averaging ~20 minutes
Sales team manually calling every lead with inconsistent qualification
Site-visit bookings not standardized; stored in Excel, WhatsApp, or personal phones
CRM data incomplete, preventing management from seeing a clean lead → visit → booking funnel
No reliable funnel data for CXO decisions on budgets and pricing

Ark Solution

ARK implemented an AI Voice CRM system that auto-calls new leads within seconds, qualifies them through structured conversations, books site visits, and maintains complete CRM integration for full funnel visibility.

AI Voice CRM & Calling

Auto-calls new leads within seconds of enquiry
Runs structured qualification script covering budget, location preference, move-in timeline, and project interest
Books site visits into a shared calendar and triggers automated reminders
Logs call outcomes with AI-generated summaries and lead scores (hot/warm/cold)

CRM Integration

Creates and updates leads, stages, and follow-up tasks automatically
Logs all call outcomes with short AI-generated summaries
Assigns lead scores based on qualification responses
Maintains data consistency across all touchpoints

WhatsApp Follow-ups

Sends brochures, location pins, and site-visit confirmations automatically
Handles reschedules and cancellations via templates and quick replies
Maintains conversation history for sales team context

Funnel Visibility Dashboard

Real-time dashboard for lead source performance
Visit conversion and booking conversion by project and channel
Cost-per-lead and cost-per-booking metrics
Revenue attribution by marketing source

Results

Lead response time cut from ~20 minutes to under 60 seconds

Site-visit booking rate from digital leads increased by 30-40%

50-60% reduction in manual dialing and status updates

Reliable funnel data enabling CXO decisions on budgets and pricing

Higher conversion rates due to immediate, consistent lead engagement

Data Sources & Integrations

Lead sources: Real estate portals (99acres, MagicBricks, Housing.com), website forms, performance ads (Google, Facebook)
CRM systems: Salesforce, Zoho CRM, HubSpot, or custom CRM
Telephony platforms: Exotel, Knowlarity, Twilio
WhatsApp Business API for automated follow-ups

Manufacturing & Distribution

AI automates order capture from any channel and enters directly into ERP with instant quote generation

Client: Mid-sized manufacturer and distributor handling B2B orders across multiple channels

Business Context

Company receives hundreds of orders daily via email, phone, and spreadsheets from customers and sales reps. The operations team manually processes each order, enters data into ERP, and generates quotes - a time-consuming, error-prone process that delays order fulfillment and frustrates customers.

Key Problems

Manual order entry from emails, PDFs, Excel sheets consuming hours daily
Quote generation taking hours or days due to complex pricing rules
High error rates in ERP data entry leading to fulfillment issues
Inconsistent pricing across customers and sales reps
Phone orders requiring dedicated staff to transcribe and process
No visibility into order pipeline or bottlenecks

Ark Solution

ARK deployed an AI-powered order and quoting system that automatically captures orders from any channel, validates against inventory and pricing rules, and enters data directly into ERP - reducing processing time from hours to seconds.

AI Order Entry Automation

Captures order details from emails, PDFs, spreadsheets, and scanned documents
Extracts customer info, product codes, quantities, and delivery requirements
Validates orders against inventory levels and customer credit limits
Auto-enters complete orders into ERP with 95%+ accuracy
Flags exceptions for human review with suggested resolutions

Intelligent Quoting Engine

Generates quotes in seconds based on real-time pricing and availability
Applies customer-specific pricing, volume discounts, and contract terms
Handles complex product configurations and bundles
Syncs with ERP for accurate cost and margin calculations
Tracks quote versions and approval workflows

Voice AI for Phone Orders

Takes orders over the phone using natural language processing
Confirms product details, quantities, and delivery dates with caller
Asks clarifying questions for incomplete or ambiguous orders
Creates order in ERP immediately after call completion
Sends order confirmation via email or SMS automatically

ERP Integration & Analytics

Direct integration with SAP, Oracle, Microsoft Dynamics, and other ERPs
Real-time sync of orders, inventory, pricing, and customer data
Dashboard showing order volume, processing time, and error rates
Identifies bottlenecks and opportunities for process improvement
Audit trail for compliance and quality management

Results

70% reduction in order processing time (hours to minutes)

Quote generation time cut from days to seconds

95%+ accuracy in ERP data entry, down from 85% manual accuracy

40% increase in orders processed per employee

Faster customer response times improving satisfaction and retention

Complete visibility into order pipeline and fulfillment status

Operations team freed to focus on exceptions and customer service

Data Sources & Integrations

ERP systems: SAP ECC, SAP S/4HANA, Oracle EBS, Oracle Fusion, Microsoft Dynamics, Infor M3, Epicor
Email platforms: Outlook, Gmail for order capture
Document management systems for POs and order confirmations
CRM systems: Salesforce, HubSpot for customer data sync
Telephony platforms: Twilio, RingCentral for voice order capture
BI platforms for analytics and reporting

Automotive

AI assistant that handles sales enquiries, books test drives, and automates service lifecycle calls

Client: Multi-brand car dealer group handling vehicle sales and workshop service

Business Context

Multiple showrooms and workshops handling high call volumes for enquiries, test drives, and service bookings. Peak hours, weekends, and campaign periods resulted in missed calls and lost opportunities, while manual service reminders consumed significant staff time.

Key Problems

Missed calls during campaigns, weekends, and peak hours
Low conversion from enquiry to test drive bookings
Manual, repetitive calling for service reminders and insurance renewals
Incomplete or outdated DMS/CRM records
Inconsistent customer experience across showrooms

Ark Solution

ARK deployed an AI Calling Assistant that handles both inbound and outbound calls for sales enquiries, test drive scheduling, and service lifecycle management, with full integration to the dealer's DMS and CRM systems.

Sales Call Automation

AI agent answers or returns calls for model, price, availability, and financing questions
Schedules test drives (home or showroom) directly into the calendar
Captures customer preferences and budget information
Routes complex queries to appropriate sales staff with full context

Service Lifecycle Automation

Outbound reminders for periodic service based on DMS data
Extended warranty and insurance renewal notifications
Post-service feedback collection and NPS-style follow-up
Appointment scheduling for workshop services

Omni-channel Experience

WhatsApp confirmations with maps, appointment details, and offers
SMS reminders for upcoming appointments
Email summaries of conversations and bookings
Consistent experience across voice, text, and chat channels

DMS/CRM Sync

All interactions logged against the customer in DMS/CRM
Updated statuses: enquiry, test drive booked, delivered, service due/complete
Service history tracking for better customer retention
OEM reporting compliance maintained automatically

Results

30-40% reduction in missed calls during busy periods

Higher test-drive booking rates and improved conversion

Better workshop utilization through automated scheduling

Improved service retention and repeat revenue

Cleaner DMS/CRM data for OEM reporting and incentives

More consistent customer experience across all touchpoints

Data Sources & Integrations

Dealer Management Systems (DMS): AutoVista, Autosoft, SAP DMS
CRM platforms (if separate from DMS)
Telephony platforms for voice calls
WhatsApp Business API and SMS gateways
OEM reporting systems

Banking & Wealth

Automates KYC forms, generates portfolio insights, and delivers hyper-personalized investor engagement

Client: Mutual fund or wealth management firm serving retail and HNI investors

Business Context

High volume of investor onboarding, KYC compliance, and transaction forms. Large SIP book requiring active management, and relationship managers spending excessive time on portfolio reviews and communication, limiting their capacity for client acquisition.

Key Problems

Manual, error-prone KYC and MF transaction form filling
Slow onboarding and SIP activation processes
Generic newsletters and mass emails with low engagement rates
RMs spending hours preparing portfolio reviews and investment ideas
High NIGO (Not In Good Order) rates causing delays and rework

Ark Solution

ARK built a comprehensive automation suite covering document processing, portfolio intelligence, and personalized investor engagement, enabling faster onboarding, better portfolio management, and higher engagement rates.

Document & Form Automation

Uses OCR/IDP to read scanned forms and document photos
Auto-populates KYC, MF transaction, and SIP forms
Flags missing or inconsistent fields for review
Validates data against regulatory requirements
Reduces NIGO cases significantly

Portfolio Intelligence Engine

Builds comprehensive investor risk profiles (assets, liabilities, horizon, behavior)
Suggests rebalancing opportunities with clear rationales
Identifies SIP top-up and product cross-sell opportunities
Monitors portfolio performance against benchmarks
Generates automated portfolio review reports

Investor Copilots & Engagement

AI chatbots on web/app/WhatsApp for portfolio queries
Instant access to statements and transaction history
"What-if" simulations for investment planning
Self-service for common queries reducing RM workload
Natural language processing for complex financial questions

Hyper-Personalized Communication

Newsletters tailored to individual holdings and risk profile
Market updates relevant to investor's portfolio
Timely alerts for rebalancing or tax-saving opportunities
Higher open and click-through rates vs. generic campaigns

Results

Significant reduction in onboarding time (3-5 days to <24 hours)

Dramatic decrease in NIGO (Not In Good Order) cases

Higher newsletter open rates (2-3x improvement) and click-through rates

More SIP top-ups and upsell opportunities identified

RM time freed for high-value client interactions and acquisition

Better portfolio performance through timely rebalancing suggestions

Data Sources & Integrations

Core transaction systems and Registrar & Transfer Agents (CAMS, KFin)
CRM and RM workstation tools
Document storage systems for forms and KYC images
Email marketing platforms and WhatsApp Business API
Portfolio management systems and market data feeds

Healthcare

AI scribe that auto-generates complete, standardized prescriptions from doctor dictation

Client: Multi-specialty hospital or clinic network with high OPD load

Business Context

Doctors seeing many patients per day are overloaded with EMR documentation and prescription writing. The administrative burden reduces time available for patient care and leads to incomplete records that limit downstream analytics and care coordination.

Key Problems

Doctors spending excessive time typing or writing prescriptions and notes
Risk of missing critical fields or unclear handwriting causing medication errors
EMR/EHR data often incomplete, limiting downstream analytics and care quality
Reduced patient face time due to documentation burden
Inconsistent prescription formats across doctors and departments

Ark Solution

ARK developed an AI Prescription Assistant that acts as a digital scribe, taking doctor input through various methods and auto-generating complete, standardized prescriptions with full EMR integration.

AI Prescription Assistant

Takes doctor input via dictation, quick forms, or existing notes
Auto-fills key prescription fields: diagnosis, medication, dosage, frequency, duration
Standardizes terminology and formatting across all prescriptions
Supports multiple input methods for doctor convenience
Learns from doctor preferences over time

Digital Prescription & EMR Sync

Generates clean, printable, or shareable digital prescriptions
Writes structured data back to EMR/EHR for long-term records
Maintains complete prescription history for each patient
Enables better analytics and population health management
Supports e-prescription delivery to patients and pharmacies

Safety & Completeness Checks

Flags missing mandatory fields before prescription is finalized
Simple drug interaction warnings (configurable)
Allergy checking against patient history
Dosage verification against standard protocols
Follow-up reminders automatically generated

Results

Reduced documentation time per consultation (5-10 minutes saved per patient)

Higher EMR data completeness and consistency (90%+ complete records)

Smoother workflow for pharmacy and nursing staff

Fewer prescription-related errors and clarification requests

More time available for patient care and examination

Better data for clinical analytics and quality monitoring

Data Sources & Integrations

EMR/EHR platforms: Practo Ray, HealthEngine, Epic, Cerner, custom systems
Master drug databases for medication lookup and validation
Hospital Information Systems (HIS)
Print systems and patient portals
SMS/WhatsApp for prescription delivery

Healthcare

NLP extracts insights from radiology reports to optimize TAT, utilization, and quality

Client: Hospital or diagnostic chain with CT/MRI/USG/X-ray services

Business Context

Thousands of radiology reports stored in PACS/RIS as unstructured text, making it nearly impossible to analyze patterns, measure performance, or optimize operations. Management lacks visibility into turnaround times, modality utilization, and opportunities for efficiency improvements.

Key Problems

Reports stored as unstructured free-text, difficult to analyze at scale
Poor visibility into TAT (turnaround time) and modality utilization
Management lacks data to optimize staffing, slots, and equipment usage
No systematic way to identify patterns or quality issues
Revenue leakage due to suboptimal scheduling and capacity planning

Ark Solution

ARK implemented an NLP-powered intelligence layer that extracts structured data from radiology reports and provides operational dashboards for performance monitoring, efficiency optimization, and quality management.

NLP Layer on Radiology Reports

Parses reports from PACS/RIS and extracts structured data
Identifies findings, impressions, severity indicators, and affected organs/systems
Normalizes terminology and classifications
Tags reports by modality, body part, and clinical indication
Creates searchable, analyzable database from free-text reports

Operational Dashboards

TAT tracking by modality, radiologist, and location
Modality utilization and peak time analysis
Referral trends and referring physician patterns
Revenue per modality and per radiologist
Real-time queue monitoring and workload distribution

Efficiency & Quality Insights

Staffing optimization suggestions to reduce TAT and cost per scan
Equipment utilization analysis for capacity planning
Protocol standardization support across radiologists
Quality monitoring and peer comparison metrics
Identification of complex cases requiring senior review

Results

Improved TAT through data-driven staffing and scheduling

Better utilization of machines and radiology staff (15-20% improvement)

Data-backed decisions for cost optimization and capacity planning

More consistent reporting through protocol standardization

Better decision support for clinicians through structured findings

Revenue optimization through improved throughput and scheduling

Data Sources & Integrations

PACS/RIS systems: GE Centricity, Philips IntelliSpace, Agfa IMPAX, custom systems
Hospital Information System (HIS) for patient demographics and orders
BI and analytics platforms for dashboard delivery
Modality worklists and scheduling systems
Radiology workflow management tools

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