Managing Complex Programs with Agentic AI for 80+% Faster Insights for Global Bank

Challenge

A top-5 global bank was in the midst of a major real estate tech-enablement program. The project was behind schedule and a new Program Manager needed to baseline project risks, dependencies, and discrepancies across status reporting.

The company sought to explore if GenAI could accelerate insights and status reporting across workstreams.

Approach

  • Implemented a proprietary “RAG Ultra” agent to ingest project documentation with inconsistent formats
  • Leveraged a bimodal approach combining OCR and NLP techniques to read project documentation, resulting in accuracy and fidelity impossible with pure RAG
  • Iterated agent based on feedback and additional documentation
  • Produced a prescriptive output focused on complex program management for each slide and across project documents

Results

Number 1

80%+ reduction in time-to-insight compared to brute-force manual effort

Number 2

20% higher accuracy of dependency mapping compared to human outputs (preliminary results)

Number 3

<3 days total development effort

Number 4

Architecture extensible to other projects and use cases

Experts