Avvale | Estudos de Caso | Wide Group automatiza cotação de apólice de seguro de automóvel com 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 To evolve their enterprise, the sports giant decided to replace their outdated planning software with SAP Analytics Cloud for planning.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.

O Desafio

Ao longo de sua ambiciosa expansão, marcada por aquisições de corretores locais e crescimento orgânico alimentado por inovação tecnológica, o Wide Group encontrou um desafio crítico: integrar novos corretores em um ambiente altamente tecnológico. Novos membros da equipe tiveram que se adaptar rapidamente a um ambiente em rápida evolução, frequentemente enfrentando resistência interna.

Cada corretor adquirido precisava usar um portal dedicado para cotações de apólices de automóveis. No entanto, muitos corretores preferiram continuar compartilhando informações necessárias por e-mails e PDFs anexados, como documentos de registro de veículos e carteiras de motorista. Essa abordagem criou uma carga de trabalho significativa para os funcionários, que foram forçados a inserir dados manualmente, retardando o processo de cotação e aumentando o risco de erros.

A Abordagem

A estratégia da Avvale se concentrou principalmente na automação da extração de informações de e-mails e documentos PDF. Aproveitando a tecnologia avançada de IA e modelos de linguagem grande (LLMs), uma equipe dedicada desenvolveu algoritmos sofisticados capazes de entender e interpretar dados de forma eficiente. Graças à comunicação baseada em API com o portal Motors, a extração de dados e a entrada automatizada se tornaram possíveis, simplificando muito o fluxo de trabalho e garantindo a precisão.

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

O Impacto

Os resultados superaram as expectativas: a taxa de precisão das informações extraídas atingiu 90% e, com intervenção humana, melhorou ainda mais para 98%.

Essa inovação trouxe benefícios tangíveis: automatizar o processo levou a uma economia de tempo significativa e liberou recursos valiosos no Wide Group, permitindo que a equipe se concentrasse em atividades de maior valor. Além disso, a redução de erros manuais - vitais em áreas onde a precisão em dados confidenciais, como números de chassi ou licenças, é crucial - tornou o processo de cotação de apólice de automóvel mais eficiente e confiável, fornecendo aos clientes um serviço de maior qualidade e promovendo maior sustentabilidade, dentro e fora da organização.