Professional Services
Automating a complex specialist process
An AI-supported workflow with strict requirements for data protection, auditability and human oversight.
01Situation
A demanding specialist process combines research, document analysis, structured decisions and document drafting. Qualified experts spend a large share of their time on preparatory work.
02Challenge
Errors are not acceptable in this environment and every decision must remain traceable. Confidential client data imposes strict requirements on data protection and storage. Full automation was therefore not an option.
03Solution
Design of an AI-supported workflow with a particular focus on traceability, data protection and human oversight.
04Implementation
- Breaking the specialist process down into clearly defined steps.
- AI support for research, document analysis and drafting – with source references.
- Defined review and approval points where experts make the call.
- Logging of each step for auditability.
- A data protection concept for processing and storing sensitive data.
05Impact
- Experts focus on assessment and decisions rather than preparation.
- Every step is documented and traceable.
- Consistent quality through structured workflows.
- Responsibility stays clearly with people.
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