Real Results for Real Businesses

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Client: Local plumbing company (3-person team)

Challenge: 

Inbound appointment requests were being missed or answered slowly.

The team relied on manual email checking, resulting in:

2–4 hour average response times

Lost jobs to faster competitors

Frequent back-and-forth for scheduling

Inconsistent confirmations and reminders

The owner wanted a faster, more reliable way to handle scheduling without hiring additional staff.

Solution:
MTS Advisory Group built and deployed an AI Appointment Setter System using:

• AI-powered email scanning and intent detection
• Automated replies with real-time availability
• Direct Outlook calendar booking
• Confirmation and reminder messaging
• Simple logging for scheduled jobs
• Exception handling workflows (reschedules, conflicts, emergencies)

The system was built fully within Microsoft 365.

Results:

• Average response time reduced from 3 hours → 2 minutes
• 42% increase in booked jobs in the first 30 days
• Eliminated manual back-and-forth scheduling
• Improved customer satisfaction (“super fast response”)
• Owner saved 6–8 hours per week, redirected to billable work
• More consistent daily schedule and fewer missed opportunities

Client: Mid-sized financial advisory team

Challenge: Monthly reporting was manual, Excel-heavy, and required 10+ hours to update each cycle. Data was inconsistent across sources and error-prone.

Solution:
MTS Advisory Group rebuilt the reporting workflow using:
• Power BI dashboard automation
• Cloud-based data models
• Scheduled refresh
• KPI drilldowns and visual variance commentary

Results:
• Month-end reporting time reduced from 10 hours → 45 minutes
• Eliminated version control issues
• Management gained real-time visibility across KPIs
• Team saved ~115 hours/year and reallocated time to client service

Client: Growing professional services firm

Challenge: Staff spent significant time preparing emails, follow-ups, meeting notes, and standard documents.

Solution:
MTS Advisory Group implemented:
• Microsoft Copilot for document automation
• Email drafting templates
• Automated meeting summaries
• Prompt libraries for repeat tasks

Results:
• Email drafting time reduced by 50–70%
• Meeting summaries automated in seconds
• Standard documents created in under a minute
• Staff reported higher productivity and fewer repetitive tasks

Client: Technology team supporting a major enterprise application

Challenge: SDLC steps, approvals, and reporting were inconsistent. Manual steps caused delays and compliance concerns.

Solution:
MTS Advisory Group redesigned the workflow:
• SOP creation and role definitions
• Automated checklists
• Approval routing
• BI tracking dashboard for in-flight items

Results:
• Support cycle times improved 30%
• Audit readiness improved with complete change logs
• Stakeholder visibility dramatically increased
• Team adopted a more stable and predictable SDLC rhythm

Each engagement follows a simple philosophy: improve what you already have, automate repetitive work, and build reporting systems that make decision-making easier.
MTS Advisory Group delivers measurable improvements quickly — without disruption, complexity, or long implementation cycles.