AI Automation Case Studies & Results
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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Wealth Management Client Onboarding
Perth wealth management firm transforms client onboarding using Adviserlogic, Xplan, and MYOB Advanced integration with AI-powered document processing.
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.
Plumbing Automation
Perth plumbing contractor achieves 78% efficiency gain through automated job scheduling, invoicing, and technician coordination using integrated SimPro ecosystem.
SaaS Onboarding Automation
Perth SaaS startup achieves 82% faster user onboarding with HubSpot, Stripe, Intercom, and Zapier automation. 300+ users processed monthly.
Mining Safety Automation
WA mining operation achieves 89% compliance improvement with SafetyCulture, SAP, and Power BI integration for real-time safety monitoring.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.