Energy Consultancy Triples Processing Efficiency with GenAI and IDP

Born from a real problem in a local school district, the company pioneered the nation's first utility savings program. In its first year, the district absorbed a 67% increase in air conditioning load while still reducing its electricity expenses year over year, laying the foundation for a mission to help clients drive meaningful sustainability outcomes.

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The company wanted to leverage AI to automate data capture from client utility bills through Intelligent Document Processing enhanced with GenAI. Their goal was to streamline new client onboarding, enhance the accuracy and reliability of utility bill entry, boost client trust in the data, and promptly identify energy-saving opportunities upon bill receipt. Ultimately, this initiative would reduce operational costs and enable energy consultants to spend more time on client interactions rather than on manual data entry.

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The company processes an increasing number of bills every day, and its manual workflow inhibited its ability to scale and rapidly deliver analysis and cost savings to clients. Primary friction points included new client onboarding, time spent by energy consultants on data entry rather than analysis, and overall accuracy and reliability.

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To achieve its growth and customer satisfaction goals, the company needed to transition from a manual, human-entry oriented workflow to a fully automated pipeline capable of handling a growing volume of data. This would reduce costs associated with bill entry and deliver faster turnaround on cost savings for clients.

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Recognizing the need for a modern, cost-effective, and highly accurate cloud-based solution, the company partnered with Protagona to develop a GenAI-enabled pipeline for scanning, extracting, and analyzing a near-infinite number of energy bills. Leveraging AWS Bedrock with Claude 3 for GenAI and Amazon Textract with AWS Lambda for Intelligent Document Processing, the company was able to harness the latest wave of GenAI advancements at scale and with cost efficiency.

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The collaboration with Protagona resulted in a comprehensive re-architecting of the platform, transforming a tedious manual process into an efficient, fully automated pipeline. This dramatically reduced manual labor, shifting from cumbersome data entry to swift validation by a dedicated worker, ensuring seamless and rapid processing. The company can now scale to any number of clients with a lower error rate and significantly greater efficiency.

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