From Spreadsheets to AI-Assisted Reporting: An Manufacturer Cuts Reporting Cost by 70%

A manufacturing company deployed ShareCRM to standardize project, contract execution, and after-sales collaboration, and embedded AWS generative AI workflows into tender and reporting processes. After go-live, the customer reduced reporting and statistics cost by 70%, improved data quality by 100%, and increased staff efficiency by 40%.

About the Customer

The customer is an APAC-based equipment manufacturing company delivering automation and control solutions for infrastructure and industrial environments. Operating with project-based delivery across multiple business lines and cross-functional teams, the company needed a more standardized and traceable operating model to improve execution speed, collaboration efficiency, and management visibility—while reducing the hidden cost of manual reporting and information handoffs as the business scaled.

Customer Challenge

Before the transformation, the customer relied on paper-based processes and spreadsheets for project follow-up, tender review, contract execution, and after-sales coordination. Information required repeated manual consolidation and handoffs, leading to errors, duplicate entry, and rework.Although collaboration and finance systems were in place, data entry remained fragmented and hard to reconcile. Weekly rollups and report preparation consumed significant time, limiting timely, consistent operational visibility for management.Without a system-level upgrade, the customer would continue to face high reporting overhead, inconsistent data quality, and limited execution transparency—slowing decisions and constraining scalable growth.

Partner Solution

ShareCRM delivered a phased CRM modernization program—first by standardizing workflows and unifying data entry, then by embedding AWS generative AI into document-heavy steps to reduce repetitive work and improve consistency.

Standardized operating model with end-to-end visibility

ShareCRM helped the customer establish a project-centric operating model on one platform, covering key stages from business initiation through contract execution and after-sales service. Standardized fields, unified ledgers, and dashboards reduced duplicate records and reconciliation, improving traceability and cross-team coordination.

AWS generative AI embedded into two document-heavy bottlenecks

To address manual document review and recurring reporting, ShareCRM embedded AWS generative AI workflows powered by Amazon Bedrock into daily operations. Outputs are generated in structured formats and written back into CRM for traceability.

Tender/bid summarization and key-field extraction Bedrock summarizes tender materials and extracts requirements, milestones, and constraints into standard CRM fields—reducing copy-paste work and accelerating review.
Weekly/monthly reporting narrative generation Bedrock converts structured CRM data into standardized report narratives and executive summaries—reducing reporting effort and improving consistency.

Architecture on AWS

AWS services used ShareCRM embedded AWS generative AI workflows into the customer’s CRM operations, leveraging the following AWS services:

Amazon Bedrock powered generative AI for tender summarization and report generation
Amazon EC2 provided compute instances for running Nginx proxies and Kubernetes worker nodes
Amazon EKS hosted the Kubernetes cluster running CRM microservices and data processing workloads
Amazon VPC provided an isolated network environment with public and private subnets
NATGateway enabled secure internet access for private subnet resources
Amazon S3 stored tender documents and project materials for AI processing
Amazon EFS provided shared file storage for cross-service access

Results and Benefits

After go-live, the customer improved transparency across projects and execution, strengthened data consistency through standardized workflows, and reduced manual consolidation work for reporting. With AI-assisted automation embedded in tender and reporting processes, the organization further lowered repetitive effort and improved the timeliness and usability of operational reporting.

Quantified outcomes

70% reduction in reporting and statistics cost
100% improvement in enterprise data quality
40% increase in staff efficiency across business lines

About the Partner

ShareCRM is an AI-powered, customizable enterprise CRM provider that helps organizations connect data, people, and business processes across the customer lifecycle. Founded in 2011, ShareCRM is trusted by 6,000+ customers, employs 1,400+ people, and operates across multiple offices globally. Since 2023, the company has invested heavily in AI to advance practical AI applications in CRM.