Avvale | Case Study | Wide Group automatiza la cotización de pólizas de automóviles con Gen AI

While they expertly deliver innovation and quality to their customers, Callaway Golf’s previous planning and reporting tool wasn’t making the cut. To evolve their enterprise, the sports giant decided to replace their outdated planning software with SAP Analytics Cloud for planning.

Together with Avvale, Callaway Golf successfully implemented SAP Analytics Cloud across their global enterprise in just 6 months. Now, Callaway Golf has a single, consolidated planning solution that has enabled streamlined expense and asset plans so they can focus on what they do best– revolutionizing the sporting world with cutting edge equipment.

El Desafío

A lo largo de su ambiciosa expansión, marcada por adquisiciones de corredores locales y un crecimiento orgánico impulsado por la innovación tecnológica, Wide Group se encontró con un reto crítico: integrar a los nuevos corredores en un entorno altamente tecnológico. Los nuevos miembros del equipo tuvieron que adaptarse rápidamente a un entorno en rápida evolución, enfrentándose a menudo a resistencias internas.

Todos los corredores adquiridos debían utilizar un portal específico para las cotizaciones de pólizas de automóviles. Sin embargo, muchos corredores preferían seguir compartiendo la información necesaria a través de correos electrónicos y archivos PDF adjuntos, como documentos de matriculación de vehículos y permisos de conducir. Este enfoque suponía una carga de trabajo considerable para los empleados, que se veían obligados a introducir los datos manualmente, lo que ralentizaba el proceso de cotización y aumentaba el riesgo de errores.

El Enfoque

La estrategia de Avvale se centró principalmente en automatizar la extracción de información de correos electrónicos y documentos PDF. Aprovechando la tecnología avanzada de IA y los grandes modelos lingüísticos (LLM), un equipo especializado desarrolló sofisticados algoritmos capaces de comprender e interpretar los datos de forma eficiente. Gracias a la comunicación basada en API con el portal Motors, la extracción de datos y la entrada automatizada se hicieron posibles, simplificando enormemente el flujo de trabajo y garantizando la precisión.

The Challenge

Before integrating SAP Analytics Cloud, Callaway Golf's planning landscape centered around SAP's legacy planning solution, Business Planning and Simulation (BPS). While BPS met Callaway Golf's planning needs for many years, the enterprise began to experience limitations with their old solution:

Disconnected plans across the board: As Callaway Golf expanded and acquired new brands, planning processes greatly differed across the enterprise with some business units using Excel spreadsheets and others using legacy solutions for planning.
Outdated planning functionalities: The existing legacy planning solution lacked many modern functionalities. Among them, salary calculations and asset depreciation automation needed improvement. As a result, it became difficult to create detailed and accurate forecasts across the globe.
Significant IT support: The legacy solution required continuous management from IT to maintain runtime. IT had to carve out a full day every week to manually maintain the solution.
No single source of truth: Various departments and brands used different data sources, which led to data silos across the organization, making it difficult to gain a clear picture of the enterprise's planned expenses.
Rigid user interface: Legacy forecasting system was difficult to navigate and lacked working functions and calculations across the board, such as planning on depreciation and existing assets, adding vendors or members on the fly, and breaking down their cost center expense planning forecasts.

The Approach

With Avvale experts on their side, Callaway Golf laid out the following goals for their new planning landscape with SAP Analytics Cloud:

Crowdsource and consolidate plans across the enterprise to gain a global overview of their planned expenses and expand the input capabilities to each responsible owner.
Leverage elevated planning functionalities to create faster and more accurate forecast cost center expense and asset reports. The ability to customize calculations enhances and automates the reporting metrics.
Harness the power of self-service analytics to alleviate IT from the burden of simple maintenance and data entry requests, so they can focus on high-ROI tasks.
Maximize user-driven admin capabilities to control the management of calculations and forms.
Create new KPls driven by the business needs.

When SEM-BPS was the center of Callaway Golf's planning landscape, flexibility was a huge factor that was missing. SAP Analytics Cloud contains powerful scenario planning capabilities that help organizations quickly uncover actionable insights to make data-driven decisions. For Callaway Golf, SAP Analytics Cloud's modern planning functionalities provided users with the ability to:

Add members on the fly
Plan on existing as well as planned assets and automatically calculate the depreciation of values
Test "what-if" scenarios for deeper analysis by creating private versions of plans
Customize the solution based on their current business process
Perform driver-based calculations
Empower users to execute end-to-end planning scenarios, without the help of IT

El Impacto

Los resultados superaron las expectativas: la tasa de precisión de la información extraída alcanzó el 90% y, con intervención humana, mejoró aún más, hasta el 98%.

Esta innovación aportó beneficios tangibles: la automatización del proceso supuso un importante ahorro de tiempo y liberó valiosos recursos en Wide Group, lo que permitió al equipo centrarse en actividades de mayor valor. Además, la reducción de errores manuales -vital en áreas donde la precisión en datos sensibles como números de chasis o licencias es crucial- hizo que el proceso de cotización de pólizas de automóviles fuera más eficiente y fiable, proporcionando a los clientes un servicio de mayor calidad y promoviendo una mayor sostenibilidad, dentro y fuera de la organización.