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Accountancy firm · Las Palmas de Gran Canaria
Asesoría Guanarteme
A five-person advisory firm with information spread across folders, emails and people’s heads.
Illustrative example: fictional business
Before
Every client question meant searching through emails and shared folders. Repetitive tasks (requesting documents, reminding of deadlines) were done by hand.
After
Files reorganised with a common structure, a knowledge base with procedures and deadlines, an internal assistant with per-person access and automatic reminders to clients. A 2-hour training session for the whole team.
Results
- Internal answers in seconds
- Automatic deadline reminders
- A team using AI in its day-to-day work