What organisations say about working with Syntarion

Challenge

The organisation had trialled three different AI tools across separate departments without a coordinated approach. Usage was inconsistent, results were difficult to evaluate, and leadership had limited visibility into what was actually being used and why.

Approach

Syntarion conducted discovery sessions with five business units, assessed the organisation's data management practices, and identified eight candidate use cases. These were ranked by implementation complexity and anticipated operational impact.

Outcome

A three-phase roadmap was delivered, with the first phase focused on two high-feasibility use cases. The organisation adopted a clear governance framework for AI tool selection, which prevented further uncoordinated experimentation.

Challenge

The finance team was spending significant time on manual data reconciliation and report preparation. There was interest in whether AI tools could reduce this burden, but no one on the team had the context to evaluate available options.

Approach

Syntarion ran four workshops specifically focused on finance function workflows — monthly close processes, variance reporting, and data preparation tasks. Participants worked with curated tools using anonymised versions of their own reporting templates.

Outcome

The team identified two workflow areas where AI assistance was a credible fit and began a structured pilot. The recommendation document was used to brief the CFO and secure budget for a three-month trial period.

Challenge

Leadership was being approached by multiple AI vendors and consultancies, each presenting the technology differently. The team needed a neutral, structured way to orient themselves before engaging further with any of them.

Approach

A half-day Leadership Briefing was tailored to the professional services context, with a focus on use cases common in client-facing and knowledge-intensive work. The session included a structured discussion period using questions the team had prepared in advance.

Outcome

The leadership team came away with a shared evaluation framework and a list of questions to put to AI vendors. Two subsequent vendor proposals were reviewed using criteria developed during the session.