BlogUnlocking Efficiency: Top AI for Automation Use Cases

Generative AI (GenAI) is rapidly transforming industries by enabling machines to perform tasks that traditionally required human intelligence. From content creation and report generation to design and decision-making, GenAI is making a significant impact across various sectors, including finance, healthcare, manufacturing, IT, and customer service.

However, many business processes rely on subjective analysis, which involves nuanced decision-making, creativity, judgment, and interpretation. AI for automation is revolutionizing these workflows by enhancing efficiency, scalability, and accuracy. Read to uncover the top AI for automation use cases.

Top AI for Automation Use Cases

Combining machine intelligence with human insight empowers businesses to automate even the most complex processes, accelerate decision-making, and optimize operations across departments. GenAI allows organizations to tackle repetitive and complex tasks at scale, enabling teams to focus on strategic, high-impact work that drives innovation and transformation. Here are the top AI for automation use cases shaping the future of business today:

1. Report Writing: Enhancing Efficiency and Quality

The Challenge

Creating reports often demands subjective judgment, synthesizing large volumes of information, and understanding context. Manual report generation can be time-consuming, prone to inconsistencies, and delayed by bottlenecks.

How GenAI Helps

AI automation tools assist by automating report generation while preserving a human-like touch. These tools can:

Gather and analyze data from multiple sources.
Generate content aligned with desired tone, style, and objectives.
Highlight insights and patterns to inform decision-making.

Benefits

Reduces time spent on repetitive tasks.
Ensures consistency and quality, even with complex reports.
Enables real-time insights, accelerating decisions.

Example

AEC firms can use AI-powered report automation to compile project progress, track material usage, and monitor site safety metrics. This allows project managers to generate accurate, executive-ready reports quickly, enabling timely decisions and efficient resource management.

2. Customer Support: Personalizing Interactions

The Challenge

Customer support requires more than answering queries; it involves resolving complex issues, understanding emotions, and providing personalized assistance.

How GenAI Helps

AI process automation enhances customer support by:

Automating responses while keeping a conversational tone.
Analyzing customer queries to understand intent and offer tailored solutions.
Integrating with knowledge bases to deliver accurate, real-time responses.

Benefits

Provides 24/7 availability without sacrificing personalization.
Reduces human agent workload, allowing focus on complex cases.
Improves customer satisfaction with faster and precise solutions.

Example

Manufacturing companies can deploy AI-powered support systems to handle routine inquiries, such as order status, shipment tracking, or product specifications. This ensures customers receive instant, accurate responses for simple questions while enabling human agents to focus on complex, high-value support.

3. Code Development: Facilitating Creativity and Innovation

The Challenge

Software development combines logic and creativity. Decisions on architecture, design patterns, and problem-solving approaches often rely on subjective judgment.

How GenAI Helps

AI automation tools support developers by:

Generating boilerplate code and suggesting improvements.
Identifying potential bugs and offering contextual recommendations.
Recommending design patterns based on previous code and best practices.

Benefits

Saves time by automating repetitive coding tasks, allowing developers to be more productive.
Empowers developers to innovate by freeing them from routine work and letting them focus on creative problem-solving.
Improves output by enhancing code quality, reducing errors, and minimizing inefficiencies.

Example

Healthcare technology companies can use AI-driven code assistance and automated review tools to handle repetitive coding tasks and identify potential errors in real-time. This enables developers to concentrate on creating innovative digital health solutions while ensuring the development of safe and reliable software for patient care.

4. Workflow Automation: Streamlining Subjective Decision-making

The Challenge

Workflow automation often involves decisions about task prioritization, resource allocation, and handling exceptions—areas that require subjective judgment and discretion.

How GenAI Helps

AI for automation streamlines these workflows by:

Suggesting workflow adjustments based on historical data and priorities.
Predicting bottlenecks and proposing proactive solutions.
Providing contextual insights to support subjective decision-making.

Benefits

Increases productivity by optimizing processes.
Reduces operational costs and manual intervention.
Adapts quickly to changing business priorities.

Example

Logistics companies can use AI-powered project management tools to track shipments, predict delays, and automatically reassign tasks to available teams. Managers can receive recommendations for task prioritization, ensuring critical deliveries stay on schedule while improving overall operational efficiency.

Conclusion

AI for automation is reshaping business operations that involve subjective analysis. From report writing and customer support to code development and workflow management, GenAI tools enhance efficiency, reduce operational costs, and improve decision-making. As organizations adopt these AI automation tools, they can unlock scalability and creativity previously limited by human resource constraints.

The future of business is increasingly intertwined with AI process automation, enabling organizations to transform complex processes into streamlined, intelligent workflows. Businesses ready to explore GenAI-driven solutions will gain a competitive edge, improve operational efficiency, and drive innovation across industries.

DatasheetValue by Design

Value by Design (VbD) is Synoptek’s proprietary methodology for structured analysis, maturity modeling, and value-driven roadmap creation.

In a market where organizations are data-rich but insight-poor, Value by Design (VbD) provides a structured, fact-based approach to defining where you are today, where you need to go, and how strategic technology investments translate into tangible business value.

VbD helps leaders eliminate ambiguity, create alignment, and build a roadmap rooted in measurable outcomes—not assumptions.

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Case StudyChemical Manufacturer Builds an AI-First Culture with Microsoft 365 Copilot

A global chemical manufacturer faced growing productivity bottlenecks, complex workflows, and language barriers across international teams. With sensitive Finance, HR, and Legal data spread across hundreds of SharePoint sites, leadership needed a way to introduce AI without compromising security or compliance.

Synoptek partnered with the manufacturer to deliver a phased, AI-first transformation anchored in Microsoft 365 Copilot. Real-time bilingual communication, AI-powered productivity features, and a comprehensive data security audit ensured a safe and confident adoption.

With Microsoft 365 Copilot, the manufacturer achieved measurable gains while building a scalable model for enterprise AI adoption:

Productivity Gains: ~20 minutes saved per employee per day, delivering ~$650K in projected annual savings
Process Efficiency: 40% faster contract preparation and 30% improvement in email effectiveness
Exceptional ROI: Early indicators suggest up to 1600% return on investment

Case StudyGreat Parks of Hamilton County Modernizes Guest Experience with a Kentico DXP Foundation

The regional park system was juggling a patchwork of on-premises, off-the-shelf software applications. Each system operated in isolation, creating missing key data elements and leaving decision-makers without the insights needed to drive strategic, informed actions.

Synoptek conducted a thorough technology assessment to determine business needs, enable future-state customer journey mapping to gain deep insights into the needs of staff and park guests, and provide tailored tech and business recommendations aligned with immediate and long-term goals.

Synoptek’s suite of customer experience services enabled the regional park district to:

Have a modernized, integrated digital experience across its platforms.
Better address staff requirements and enhance customer engagement.
Identify operational efficiency and enable a foundation for continuous innovation.

BlogThe Rise of the MxP™: Why Modern IT Requires Strategic, Experience-Led Partnership

Why Experience-centric IT Is the Next Frontier

Organizations often rely on Managed Service Providers (MSPs) to keep their IT infrastructure and services on track by applying service benchmarks and user expectation to SLAs. Things like uptime, ticket response, time to resolution don’t always contribute to meaningful outcomes. The way success is gauged has fundamentally changed. IT is no longer measured based on the the availability of a service; it is measured by how meaningful that metric is to the business. SLAs ensure that technologies are meeting expectation but fall short of helping drive the business forward.

Today’s organizations demand more than uptime from their technology teams and providers, they need a trusted advisor that helps them define a path forward who can then execute against key business imperatives. This partner needs to speak the language of outcomes and serve as a broker for continuous IT transformation. This is the foundation of the Managed Experience Provider (MxP™)—a modern model that blends advisory expertise, AI-enabled operations, and experience-led outcomes to unlock productivity, agility, and innovation at scale.

What Contributes to a Successful Experience?

Ensuring a positive experience has three fundamental components that bridge the gap between the business and the technologies that serve them.

1. An advisory led partner-first approach. Teams need to be structured to deliver against immediate and long-term goals. Internal teams must be in lock step with strategic imperatives and the same is the case with external vendors, consultants, and service providers. Having a trusted relationship and focusing on partnership is the key to success whoever happens to be engaged in a technology project.

2. Full stack/full journey. It’s no mystery that systems and technology are increasing in complexity. They must work together seamlessly or risk business disruption. Managing one service in isolation does not ensure the right level of alignment needed. Outcomes and experience goals need to be mapped out from the offset of any project to ensure that the full tech stack is solutioned with the right level of focus on holistic use cases.

3. AI enabled service experience. AI is the new superpower and organizations that don’t tap into its tactical and strategic value are getting left behind. AI when used properly accelerates outcomes and provides a uniform experience. It’s an imperative to exploit AI to get the most out of any of your tech services and to accelerate transformation.

Why the Shift from MSP to MxP Is Happening Now

1. The Volume and Complexity of Tech services has Exploded

Enterprises once managed a small collection of core systems. Today, technology ecosystems span hundreds of SaaS apps, cloud platforms, and digital tools that employees adopt on their own. Gartner predicts that 75% of employees will acquire, modify, or create technology outside IT’s visibility by 2027, significantly accelerating SaaS sprawl and increasing integration risk. In this environment, every service affects another: identity impacts access, networks affect cloud performance, and even minor SaaS misconfigurations can disrupt entire workflows.

Managing this level of complexity requires more than monitoring. It demands intelligent managed services that provide full-stack visibility, observability, an understanding of system interactions. The MxP model starts with the end in mind, putting experience first breaking through the complexity of today’s IT environment to deliver results that make sense.

2. Experience Drives Measurable Business Value

Digital experience has become a primary pillar to a company’s success. It is no longer about just uptime and maintaining operations — it is about being a catalyst for innovation, agility, and exceptional experiences.

Focusing on experience extends beyond keeping servers up or resolving tickets in a timely fashion, it monitors other more qualitative measures of success including

Customer Sentiment
Application and IT Adoption
Application Performance
Workflow Efficiency

The better the experience and metrics like adoption, the higher engagement technologies and the companies that use them enjoy. MxP contributes directly to employee engagement and business success which in turn drives better business outcomes.

3. AI and Automation are Transforming the IT Operating Model

AI managed services are pivoting from reactive to predictive and self-healing. The future of IT lies in automation that fixes issues before users even knew they existed! Gartner projects that by 2026, 60% of large enterprises will automate at 30% of their IT operations, — up from under 10% today.

AI-enabled managed services are central to the MxP approach and contribute to success through:

Identification of patterns before incidents occur,
Automation of resolutions of recurring issues,
Ticket volume reduction
Improvement of response times
Delivery of consistent, high-quality digital experience

A smoother, more reliable digital experience.

MSP vs. MxP — What’s the Difference?

Dimension	Traditional MSP	Managed Experience Provider (MxP)
Primary Focus	Systems uptime, ticket resolution, cost control	Employee experience, productivity, and business outcomes
Measurement	SLAs – response time, uptime, MTTR	XLAs – user satisfaction, adoption, experience quality
Approach	Reactive – fix when broken	Proactive – predict, prevent, and optimize
Technology Lens	Infrastructure and devices	Integrated view of apps, devices, and user experience
Business Value	Operational efficiency	Experience-led transformation and agility

The MxP connects technology performance to business outcomes. This shift is what enables IT to transition from a cost-center to a strategic driver of value.

Why Experience-led IT Is the Future

Business demands that all services such as identity management, apps, networks, cloud platforms, and security work seamlessly together. When these services are integrated and interoperable, issues surface less often, performance improves, employees stay productive, and businesses experience more success.

Experience-led IT ensures all of these capabilities are contributing to the right outcomes and that they work cohesively. By unifying services and managing experience across the full stack, organizations reduce friction, strengthen adoption, and create measurable business impact.

Final Takeaway

The shift from MSP to MxP is more than an operational upgrade. It reflects fundamental shift in the contribution that technology makes from tactical to integral to an organizations’ goals. It is centered around experience, intelligence and measurable business value.

The way organizations view, and leverage technology is undergoing a seismic shift from simply being viewed as a tool to an enabler of growth and agility. An MxP leads the way for organizations to create more empowered employees, resilient systems, contributing to long term business success.

The future of managed IT services is experience-driven, and the journey begins with redefining how success is measured.

Are you ready? Connect with us to discuss how Managed Experience Providers are redefining the value of IT.

White PaperThe ROI of Experience: A Strategic IT Spending Framework for Growth and Efficiency

In today’s volatile digital economy, IT is no longer just an operational expense; it’s a critical lever of experience, resilience, and innovation. To remain competitive, business leaders must evolve IT from a perceived cost center into a strategic enabler of agility and growth.

As organizations face tightening budgets and rising expectations for IT to deliver measurable outcomes through AI, automation, and cloud intelligence, financial leaders must ensure every dollar invested directly supports business value and future readiness. This white paper outlines a practical framework for unlocking strategic advantage through IT cost governance, innovation alignment, and service excellence.

You can learn how to benchmark current IT expenditures, prioritize high-ROI initiatives, balance cost with performance through service level excellence, and establish a 30-60-90 day roadmap for impact.

Key takeaways include:

Reframing IT as a foundation for agility, experience, and AI-driven efficiency
Optimizing IT spend without sacrificing performance
Building a Managed Experience Provider (MxP) aligned cost strategy that links financial efficiency with innovation
Frameworks and methodologies to make data-driven IT investment decisions
Real-world insights into balancing OpEx and CapEx for long-term impact

VideoBoosting Productivity by 24%: Transportation One’s Synoptek Success Story

What happens when a logistics company outgrows its legacy tech?For Transportation One, it meant partnering with Synoptek to build Titan — a TMS designed for speed, efficiency, and growth.

In this testimonial, they share how Titan transformed their daily operations, empowered their workforce, and elevated customer experience like never before.

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Case StudyAccelerating Mental Healthcare Delivery and Achieving $250K+ Savings Through Synoptek’s MxP™ Approach

DatasheetThe First Managed Experience Provider

The standard for Managed Service Providers has evolved — and Synoptek is leading that evolution. It’s no longer enough to maintain systems and monitor uptime. Organizations today need a partner that accelerates transformation, fuels innovation, and manages technology as a unified experience.

Synoptek is the first Managed Experience Provider (MxP) — integrating strategy, execution, and experience across the entire IT ecosystem. Through our AI-enabled platform and advisory-led model, we turn IT into a measurable growth driver that delivers lower cost, faster innovation, and greater business impact.

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Blog7 Mistakes to Avoid During Microsoft Dynamics 365 Finance Implementation

Implementing Microsoft Dynamics 365 Finance can fundamentally improve how your organization handles operations, reporting, and compliance. However, things can quickly go sideways if the ERP implementation process isn’t handled carefully.

You don’t need to be a technology expert to steer the implementation in the right direction. You need clarity about what usually goes wrong and how to avoid it. Read on as we list the common mistakes organizations make during Dynamics 365 Finance implementation.

Misunderstanding What Dynamics 365 Finance Actually Does

Microsoft Dynamics 365 Finance is a powerful ERP. The software excels at automating financial processes, improving visibility and analytics, and aligning operations across departments. But if the business case isn’t clear from the start, or worse, if you’re trying to solve vague or undefined problems, the implementation will feel like you’re chasing shadows.

Successful Dynamics 365 Finance implementation requires thoughtful configuration, input from key users, and a realistic view of what you’re solving for. Here are the most common mistakes Dynamics 365 Finance support partners often witness during implementation:

1. Skipping Internal Alignment and Communication

Every Dynamics 365 Finance implementation is first a business transformation project and then a tech project. One of the most damaging mistakes is leaving the people who use the system out of the conversation. Most often, the leadership decides the platform, and IT runs the project, but the real day-to-day users only hear about it after making decisions. Without input from actual users, the implementation misses real-world context. As a result, processes look great on paper but fail in practice.

Tip: Loop in department heads early. Talk to end-users. Map out current workflows, pain points, and what success looks like to them.

2. Underestimating the Complexity of Data Migration

Financial data is messy. It lives in multiple systems and spreadsheets and often exists in formats that don’t translate well. Organizations assume they’ll “move everything over.” But without a plan, this becomes a problem. Duplicates get imported, bad data clogs up reporting, and historical transactions get misaligned.

Tip: You don’t need to migrate everything. You need to migrate what matters and clean it up before you do. Decide what data needs to live in your Microsoft Dynamics 365 Finance system. Archive the rest and validate every dataset with the people who understand it best. That extra effort on the front end saves months of fixing bad imports later.

3. Choosing the Wrong Dynamics 365 Finance Support Partner

Not all partners are created equal. Too many companies hand over implementation to a team that may be technically competent but lacking in business context, or worse, has never done a rollout in their industry. This leads to a disconnect between what’s built and what’s actually useful.

A great Dynamics 365 Finance support partner should feel like an extension of your internal team. They should ask tough questions, challenge assumptions, and help your business make more intelligent decisions, not just configure features.

Tip: Ask for references. Confirm they’ve worked with companies like yours. And make sure they understand the broader business case, not just the technology.

4. Ignoring Change Management and Training

You can have the best implementation in the world. But if your team isn’t trained or doesn’t buy into the change, it won’t matter.

Companies often save training for the last two weeks and rush through it with a few webinars and cheat sheets, leading to poor adoption and ROI.

Tip: Training should be layered and role-specific. Start early, offering hands-on walkthroughs, running pilot groups, and giving employees time to adjust before the system goes live. Understand that resistance is normal, but show them how this new system helps them do their jobs better.

5. Customizing Too Much, Too Soon

The flexibility of Dynamics 365 Finance can be a blessing or a trap. Teams often try to make the system mirror their legacy setup early in the process, so they start adding fields, changing workflows, and modifying dashboards.

However, too much customization creates a fragile system. It’s harder to maintain and upgrade, and often breaks when Microsoft updates the platform.

Tip: Start with standard functionality. Stick to what the platform was designed to do. Ensure customization is strategic, not reactive, and solves real business needs.

6. Failing to Define Clear Success Metrics

Many companies roll out a Microsoft Dynamics 365 Finance system, but months later, they’re unsure whether it worked. Was efficiency improved? Are reports faster to generate? Has audit prep time decreased? Did forecasting accuracy go up? You’ll never know if you don’t define these metrics initially.

Tip: Define success with clear, measurable outcomes. Keep progress visible so everyone sees the value delivered.

7. Not Planning for Post-Go-Live Support

Go-live isn’t the finish line. It’s the starting point. Once the system is live, issues are likely to surface. Reports might not run right, some users won’t have the correct permissions, and bottlenecks may emerge.

But companies often don’t plan for it. They disband the project team, stop budgeting for support, and move on. Then minor issues linger and become real frustrations.

Tip: Build a support plan with your Dynamics 365 Finance support partner. Keep internal champions engaged. Treat the first 90 days after go-live as critical.

Final Thoughts

A successful Dynamics 365 Finance implementation isn’t about avoiding every mistake. It’s about being aware of them and having processes to handle them effectively. You’re already ahead if you prioritize internal alignment, engage with the right Dynamics 365 Finance support partner, and stay focused on outcomes.