How BirchGold Achieved Annual Savings of More Than $200K Through AI-Powered Compliance Automation
Customer Background
A US-based, moving company with decades of experience serving enterprise, government, and individual customers. Known for reliability and service excellence, the company manages complex, high-volume logistics operations spanning household moves, commercial relocations, storage, and supply chain services.
As service volumes increased and customer expectations shifted toward real-time transparency and faster communication, the company needed to modernize its logistics operations. The goal was to unify disconnected systems, improve operational visibility, and deliver a seamless, trust-driven customer experience, without disrupting ongoing services.
Industry
Challenges
Manual verification of customer voice confirmations was slowing onboarding and driving up costs, while inconsistent accuracy across accents and audio quality increased errors and rework. Incomplete confirmations created compliance and audit risks, compounded by unstructured data that was difficult to track or verify.
- Disconnected systems across moving, storage, and logistics operations created data silos and operational blind spots.
- Limited real-time visibility into shipment status, service milestones, and operational progress.
- Heavy manual coordination between internal teams, partners, and customers increased delays and errors.
- Customer inquiries and service updates required manual tracking, slowing response times.
- Existing systems struggled to scale as service volumes, geographic reach, and customer expectations grew.
The Solution
- We automated the entire verification workflow by combining AI-driven transcription, purchase-order cross-checks, and rule-based compliance logic, which dramatically reduced turnaround time and manual effort.
- We deployed Whisper AI in a secure Azure VM environment, delivering transcription accuracy, even in challenging audio conditions.
- We implemented an automated compliance logic layer that validates every recording, ensuring the presence of all required script elements, including a minimum of eight verified “YES” responses, before approval.
- We integrated AI outputs directly into Salesforce via JSON-based workflows, enabling real-time dashboards, severity-based error classification, and automated alerts for immediate action.
The Outcome
Automation cut compliance verification turnaround to fully auditable workflows.
With 650+ man-hours saved monthly, proactive severity-based alerts, and a scalable design, the solution reduced costs by $200K+ annually while supporting future call volume growth.
Compliance verification turnaround improved by 65% due to automation.
Transcription accuracy reached 93%+ with auditable workflows.
Over 650 man-hours of manual labor saved per month, leading to annual savings of more than $200K.
Scalable design that supports future call volume growth.
Proactive issue detection via severity-based alerts ensured timely compliance action.
Client Testimonial
