How Gestisoft's AI Experiment Turned Into a Company-Wide Movement
Growing fast is great. Keeping up is hard. See how this Microsoft Gold Partner scaled their project capacity with AI.
Frédérique Lacroix
Project Manager, Gestisoft
Key Results
projects in just 6 months
reduction in onboarding time
hours per week saved
time saved replaying project history
The Challenge
As a Microsoft Gold Partner, Gestisoft was experiencing rapid growth in their project pipeline. With new clients coming in every month, they faced a significant challenge: how to scale their implementation capacity without compromising their high quality standards.
Their implementation team was stretched thin across multiple projects, leading to:
- Difficulties tracking all client communications and decisions
- Time spent searching for previous discussions and requirements
- Knowledge silos forming as the team grew
- Weekly schedule packed with 35+ meetings to stay informed on all projects
The Solution
Gestisoft started with a simple experiment: using Tato's AI implementation assistant to capture and organize one project's worth of information. What began as a tentative exploration quickly demonstrated clear value.
"We were skeptical at first, but the ability to instantly retrieve context from meetings we had weeks ago was a game-changer. Now we're rolling it out across all our projects."
Frédérique Lacroix
Project Manager, Gestisoft
Tato's implementation provided key capabilities that transformed Gestisoft's process:
Project auto-documentation
All client meetings, emails, and chat discussions automatically captured, transcribed, and organized by topic, requirement, and decision point.
Requirements Tracking
An AI system that identified explicit and implicit requirements across all communications, eliminating missed requests.
Knowledge Democratization
Team members gained immediate access to project context regardless of whether they attended specific meetings.
Insights from Gestisoft's Transformation
Unlocking Value
Resources change on projects all the time, especially when project phases change. Tato helps Gestisoft save over 50% time when onboarding new team members and handling resource transitions.
"In the end, the customer benefits most from our ability to maintain continuity despite resource changes."
Transforming Project Management
Frédérique used to sit in 35 meetings a week to keep up with project developments. Tato now combines meetings and notes that were previously scattered, saving her 20+ hours weekly.
"With the time saved, I can finally step back from the daily grind and see the bigger picture for our projects."
Quantifying Value
When a situation required reviewing 8 months of project history, what would have meant days of watching videos, reviewing notes, and verifying results was completed in hours. Frédérique simply ran a recipe, verified the results, and was done.
"The ability to eliminate ambiguity with concrete project history has been invaluable to our team and clients."
The Results
Within six months of implementing Tato's AI solution, Gestisoft achieved remarkable results:
Expansion
Expanded from managing 1 major implementation to simultaneously running 9 projects with the same core team.
Team Collaboration
Eliminated knowledge silos, allowing team members to seamlessly support each other across projects.
Customer Satisfaction
Improved response times and accuracy of implementation, leading to higher client satisfaction scores.
"What used to take days now takes minutes. Tato gives me back my time to focus on what matters, and in the end, the customer benefits most."
Frédérique Lacroix
Project Manager, Gestisoft
Ready to Scale Your Implementation Capacity?
Learn how Tato can help your organization achieve similar results with our AI-powered implementation platform.