AI Automation Case Studies & Results

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Lakestone.ai has delivered 15 AI automation projects for Australian businesses across trades, finance, mining, healthcare, and professional services. Each case study documents real workflow transformations — from automated document processing to complete operational visibility — using ChatGPT, Claude, and custom AI agents.

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Showing 15 case studies
Finance & Advisory

Wealth Management Client Onboarding

Perth wealth management firm transforms client onboarding using Adviserlogic, Xplan, and MYOB Advanced integration with AI-powered document processing.

84%
Time Saved
$400k
Annual Savings
Strategy & Consulting

Management Consulting Project Automation

Perth consulting firm achieves 85% efficiency gain in project delivery using Microsoft Power Automate, Azure AI, and SharePoint automation with intelligent workflow orchestration.

85%
Efficiency Gain
200+
Hours Saved Monthly
Trades & Field Services

Plumbing Automation

Perth plumbing contractor achieves 78% efficiency gain through automated job scheduling, invoicing, and technician coordination using integrated SimPro ecosystem.

78%
Efficiency Gain
150+
Hours Saved Monthly
SaaS Startups

SaaS Onboarding Automation

Perth SaaS startup achieves 82% faster user onboarding with HubSpot, Stripe, Intercom, and Zapier automation. 300+ users processed monthly.

82%
Faster Onboarding
300+
Users Monthly
Mining & Contracting

Mining Safety Automation

WA mining operation achieves 89% compliance improvement with SafetyCulture, SAP, and Power BI integration for real-time safety monitoring.

89%
Compliance Improvement
67%
Incident Reduction
Professional Services

Report Generation Automation

Perth accounting firm achieves 91% time reduction in report generation with n8n, OpenAI GPT-4, Google Workspace, Xero, and DocuSign automation. 50+ hours saved weekly.

91%
Time Reduction
98%
Accuracy Rate
Trades & Field Services

Perth Plumbing Group's Complete Digital Transformation

Growing multi-business plumbing operation (50→300 stores, $1M→$2M revenue) eliminates manual bottlenecks across invoice processing, document management, and financial reporting.

$24k
Annual Savings
90%
Manual Work Reduced
HVAC & Trade Services

Perth HVAC Contractor Achieves 75% Faster Quotes

Perth HVAC contractor specialising in residential and commercial cooling achieves 75% faster quotes and $180k revenue increase through ServiceM8 automation and Real Estate API integration.

75%
Faster Quotes
$180k
Annual Revenue Increase
Non-Profit Operations

Perth Non-Profit's Complete Technology Architecture

Perth non-profit organization transforms manual Excel scheduling and complex Microsoft Field Services into integrated SimPro ecosystem with real-time mobile field operations and comprehensive reporting architecture.

85%
Process Reduction
40hrs
Hours Saved Weekly
Operations & Procurement

Supplier Order Processing Automation

A growing operations team replaces manual document handling with an AI-assisted workflow that splits supplier paperwork, extracts structured order data, and pushes approved records into the job system.

50+
Orders Daily
2hrs
Manual Admin Replaced
Workforce Operations

Workforce Onboarding Orchestration

An internal operations team centralises onboarding across HR, compliance, and field systems, replacing fragmented setup work with a guided request, approval, and provisioning workflow.

3
Systems Connected
9
Onboarding Phases
Compliance & Documentation

Investigation Documentation Automation

A specialist documentation workflow turns recorded interviews into structured transcripts, reviewed summaries, and branded reports with an audit layer for quality control.

3-stage
Workflow
Admin
Quality Dashboard
Commercial Operations

Commercial Operations Quote Generation

A specialist operations platform uses historical jobs, structured inputs, and document assembly workflows to generate more consistent quote and compliance outputs.

368
Historical Jobs Indexed
79
Template Records
Financial Services

Insurance Quote Workflow Orchestration

A quote platform replaces fragmented advisor workflows with a branching, API-connected journey that maps user answers into structured coverage outputs.

80+
Decision Points
4
Coverage Types
Construction Operations

Plant and Labour Reporting Dashboard

A construction operations team replaces spreadsheet-based weekly reporting with a dashboard that unifies workforce, plant, forecast, and utilisation data.

92
Assets Tracked
67
Active Staff