Skip to main content

Case Studies

Learn how Swiss businesses use Schatzi AI to enhance productivity while maintaining data sovereignty.

Asset Manager: Streamlining Market Analysis & Client Communications​

Organization Profile​

  • Type: Swiss wealth management firm
  • Size: 20 employees
  • Location: Zürich
  • Plan: BASIC

Challenge​

The firm manages portfolios for 60+ high-net-worth clients, requiring continuous market monitoring, quarterly reviews, and frequent client communications. Senior analysts and portfolio managers spent significant time on:

  • Summarizing lengthy market reports (15-20 hours per week across the team)
  • Drafting personalized client letters for quarterly reviews
  • Preparing portfolio performance summaries and risk analyses

This administrative burden reduced the time available for strategic analysis and client relationship building.

Solution​

Using Schatzi AI for:

  1. Market Report Summarization

    • Daily digestion of market research, economic reports, and industry analyses
    • Conversion of 20-30 page reports into focused 1-2 page summaries
    • Extraction of key insights relevant to client portfolios
    • Model used: Thinking Mini for routine summaries, Thinking – Large for complex macroeconomic analysis

  2. Client Letter Drafting

    • Quarterly portfolio review letters tailored to individual client profiles
    • Market commentary customized by client risk tolerance and investment objectives
    • Performance explanations and outlook statements
    • Model used: Standard for initial drafts, Thinking – Large for detailed analysis and recommendations

  3. Quarterly Portfolio Reviews

    • Comprehensive portfolio analysis including performance attribution
    • Risk concentration identification and ESG screening
    • Regulatory compliance checks for institutional mandates
    • Model used: Data Analysis for portfolio data processing, Thinking – Large for strategic insights

Results​

Time Savings:

  • Market report processing: 15 hours/week → 5 hours/week (67% reduction)
  • Client letter drafting: 10 hours/week → 3 hours/week (70% reduction)
  • Portfolio review preparation: 8 hours/week → 3 hours/week (63% reduction)

Quality Improvements:

  • More consistent and thorough client communications
  • Deeper analysis possible due to time saved on routine tasks
  • Enhanced ability to spot portfolio risks and opportunities
  • Better regulatory compliance documentation

Business Impact:

  • Senior analysts can manage more client portfolios
  • Faster response time to client inquiries
  • Improved client satisfaction scores
  • Cost efficiency: Basic subscription vs. CHF 10,000+/month for additional analyst

Data Security:

  • All sensitive client and portfolio data remains in Switzerland
  • Zero retention policy ensures complete client confidentiality
  • Full FADP and GDPR compliance for Swiss banking regulations
  • No data exposure to foreign AI training pipelines

Key Workflows​

Morning Market Digest (Daily - 10 minutes)​

Model: Web Search (BASIC plan)
Prompt: "You are a Swiss financial analyst.

Provide a morning market digest covering:
1. Overnight developments in Asia-Pacific markets
2. European market opening trends
3. Key moves in CHF exchange rates
4. Notable movements in Swiss equities (SMI components)
5. Commodity price changes relevant to Swiss investors

Focus on information that would impact conservative Swiss 
institutional portfolios.

Format: 5 concise bullet points, maximum 250 words total.
Highlight any items requiring immediate attention with [ALERT]."

Client Quarterly Letter (Per client - 20 minutes)​

Model: Thinking – Large
Prompt: "Draft a quarterly portfolio review letter for a 
conservative Swiss private banking client.

Client Profile:
- Portfolio size: CHF 5M
- Risk tolerance: Conservative
- Asset allocation: 50% CHF bonds, 30% global equities, 
  15% Swiss equities, 5% alternatives
- Age: 62, approaching retirement

Q3 Performance Data:
- Portfolio return: +2.3%
- Benchmark return: +1.9%
- Outperformance: +0.4%
- Key contributor: Swiss equity selection (+0.6%)
- Detractor: Duration management (-0.2%)

Market Context:
- Swiss 10-year yield rose from 0.8% to 1.1%
- SMI gained 4.2% in the quarter
- CHF strengthened 2% vs. EUR

Portfolio Changes Made:
- Reduced duration by 0.5 years
- Added 3% allocation to Swiss small-cap equities
- Trimmed large-cap tech exposure by 2%

Include sections:
1. Performance Summary (1 paragraph)
2. Market Commentary (2 paragraphs on key trends)
3. Portfolio Positioning & Changes (1-2 paragraphs)
4. Outlook & Strategy (1 paragraph)

Tone: Professional, reassuring, analytical but accessible.
Length: 400-500 words.
Emphasize capital preservation and income generation 
consistent with conservative mandate."

Portfolio Risk Analysis (Monthly - 30 minutes)​

Model: Data Analysis + Thinking – Large
Prompt: "Analyze this portfolio for concentration risks and 
ESG concerns.

[Attaches portfolio holdings CSV with columns: security_name, 
isin, asset_class, sector, geography, market_value_chf, 
percent_portfolio, esg_rating]

Analysis required:

1. Concentration Risk:
   - Any single position >10% of portfolio
   - Sector concentration >25% in any sector
   - Geographic concentration >40% in any region
   - Currency exposure analysis

2. ESG Screening:
   - Holdings with ESG rating below B
   - Any holdings with known controversies
   - Exposure to high-carbon industries (>15% threshold)
   - Alignment with Swiss sustainable investment guidelines

3. Regulatory Compliance:
   - Check against Swiss institutional investment regulations
   - Flag any positions requiring special disclosure
   - Verify diversification requirements are met

For each issue identified:
- Severity: High / Medium / Low
- Specific recommendation
- Suggested timeline for action

Format: Executive summary + detailed findings table + 
priority action items."

Retail SME: Data-Driven Inventory & Marketing​

Organization Profile​

  • Type: Swiss e-commerce retailer (Swiss specialty foods)
  • Size: 8 employees
  • Location: Bern
  • Plan: LIGHT

Challenge​

A growing online retailer selling Swiss artisanal products needed to:

  • Analyze sales data weekly to optimize inventory and reduce stockouts
  • Forecast seasonal demand for purchasing decisions
  • Create compelling product descriptions in DE, FR, and IT for multilingual Swiss market
  • Generate marketing copy for social media and email campaigns
  • Compete with larger retailers despite limited resources

Small team lacked dedicated data analyst or marketing specialist, forcing the founder to handle these tasks alongside operations.

Solution​

Using Schatzi AI for:

  1. Sales Data Analysis

    • Weekly trend analysis to identify fast-moving and slow-moving products
    • Regional performance comparison (Swiss cantons)
    • Customer segment identification and behavior patterns
    • Model used: Data Analysis

  2. Demand Forecasting

    • Seasonal trend analysis for purchasing decisions
    • Stock level recommendations based on sales velocity
    • Promotion planning and markdown optimization
    • Model used: Data Analysis + Thinking Mini

  3. Marketing Copy Generation

    • Product descriptions in German, French, and Italian
    • Social media content for Instagram and Facebook
    • Email campaign copy and subject lines
    • Model used: Standard for translation, Thinking Mini for creative content

Results​

Time Savings:

  • Sales analysis: 4 hours/week → 30 minutes/week (88% reduction)
  • Product descriptions: 2 hours/week → 20 minutes/week (83% reduction)
  • Marketing content: 4 hours/week → 1 hour/week (75% reduction)
  • Total: ~10 hours/week saved

Revenue Impact:

  • 18% reduction in stockouts through better forecasting
  • 12% reduction in excess inventory and markdowns
  • 28% increase in product page conversion rates (better descriptions)
  • 15% improvement in email campaign performance
  • Overall revenue growth: 22% year-over-year

Cost Efficiency:

  • LIGHT plan subscription
  • Eliminated need for CHF 6,000/month part-time data analyst/copywriter
  • ROI: Significant return on subscription investment

Customer Experience:

  • Faster product launches with multilingual content
  • More consistent brand voice across channels
  • Better product availability

Key Workflows​

Weekly Sales Analysis (Monday morning - 15 minutes)​

Model: Data Analysis
Prompt: "Analyze this week's sales data and provide 
actionable insights.

[Attaches CSV with columns: date, product_id, product_name, 
category, units_sold, revenue_chf, region_canton, 
customer_segment]

Provide:

1. Performance Overview:
   - Total revenue vs. last week (% change)
   - Total units vs. last week (% change)
   - Average order value trend

2. Top Performers:
   - Top 5 products by revenue
   - Top 3 categories by growth
   - Best-performing regions

3. Underperformers:
   - Bottom 5 products (candidates for promotion/discount)
   - Declining categories
   - Weak regions

4. Inventory Actions:
   - Products likely to stock out (based on velocity)
   - Slow movers to discount
   - Seasonal items to increase stock

5. Anomalies:
   - Any unusual patterns or sudden changes
   - Products with unusual regional performance

Format: Executive summary + tables for each section.
Flag urgent items with [ACTION NEEDED]."

Multilingual Product Descriptions (Per product - 5 minutes)​

Model: Standard
Prompt: "Create product descriptions in German (Swiss), 
French (Swiss), and Italian for our e-commerce site.

Product: Organic Alpine Honey from Graubünden
Details:
- Harvested at 1,800m elevation in Graubünden Alps
- 100% organic, single-origin wildflower honey
- Limited production: 300 jars per year
- Raw and unfiltered
- 250g glass jar with traditional Swiss design
- Price: CHF 24.90
- Producer: Family farm, 3rd generation beekeepers

For each language (German, French, Italian):

1. Product Title (SEO-optimized, 8-12 words)
2. Short Description (40-60 words for product listing)
3. Long Description (120-150 words for product page):
   - Origin and production story
   - Taste profile
   - Quality and authenticity
   - Usage suggestions
4. Key Benefits (3 bullet points)
5. Call to Action (1 sentence)

Tone: Premium, authentic, emphasizing Swiss quality and 
tradition. Appeal to customers who value artisanal products 
and sustainability.

SEO keywords to include naturally: Bio-Honig, Schweizer Honig, 
Alpen, organic, artisanal"

Monthly Demand Forecast (First Monday of month - 25 minutes)​

Model: Data Analysis + Thinking Mini
Prompt: "Based on sales data from the past 6 months, provide 
inventory recommendations for the upcoming month.

[Attaches H1 sales history CSV]

Context:
- Approaching: December (holiday season)
- Storage capacity: Maximum 1,500 units
- Budget: CHF 25,000 for inventory purchase
- Lead time: 2 weeks for most suppliers
- Key goal: Avoid stockouts during holiday period

For each product category:

1. Demand Forecast:
   - Expected units to sell next month
   - Confidence level (High/Medium/Low)
   - Key assumptions (seasonality, trends, etc.)

2. Stock Recommendation:
   - Recommended starting inventory level
   - Reorder point
   - Safety stock buffer

3. Financial Planning:
   - Estimated revenue
   - Estimated COGS
   - Gross margin projection

4. Risk Assessment:
   - Stockout risk (High/Medium/Low)
   - Overstock risk (High/Medium/Low)
   - Mitigation strategies

Priority factors:
1. High-margin products
2. Seasonal/holiday items
3. Fast movers with reliable demand
4. New products with growth potential

Format: Summary table + detailed analysis by category + 
specific purchase recommendations with quantities."

Professional Services Firm: Proposal & Documentation Acceleration​

Organization Profile​

  • Type: Management consulting and business advisory
  • Size: 12 consultants
  • Location: Geneva
  • Plan: BASIC

Challenge​

The firm's consultants spent significant unbillable time on:

  • Drafting customized proposals for potential clients (6-10 hours per proposal)
  • Monitoring and summarizing regulatory changes affecting clients
  • Preparing client-ready memos and reports from research
  • Creating presentation decks for client meetings

This administrative burden reduced billable hours and slowed response time to RFPs, impacting competitiveness.

Solution​

Using Schatzi AI for:

  1. Proposal Drafting

    • Structured proposal creation from templates
    • Customization for client industry and requirements
    • Integration of Swiss regulatory expertise
    • Model used: Thinking Mini for structure and boilerplate, Thinking – Large for complex analysis and customization

  2. Legislative Monitoring & Summarization

    • Weekly summaries of Swiss and EU regulatory changes
    • Impact analysis for client industries
    • Client notification drafts
    • Model used: Web Search + Document Analysis

  3. Client Deliverable Preparation

    • Synthesis of research from multiple sources
    • Executive summaries of technical reports
    • Presentation content development
    • Model used: Document Analysis + Thinking – Large

Results​

Time Savings:

  • Proposal creation: 8 hours → 2.5 hours per proposal (69% reduction)
  • Regulatory monitoring: 5 hours/week → 1.5 hours/week (70% reduction)
  • Report writing: 10 hours → 3.5 hours per report (65% reduction)
  • Presentation prep: 4 hours → 1.5 hours (63% reduction)

Business Impact:

  • Average of 18 additional billable hours per consultant per month
  • Revenue increase: ~CHF 180,000/year (at CHF 200/hour billing rate)
  • Proposal win rate improved from 35% to 42%
  • Faster response to RFPs (average 3 days vs. 7 days previously)
  • ROI: Exceptional return on subscription investment

Quality Improvements:

  • More comprehensive and consistent proposals
  • Better structured deliverables
  • More thorough regulatory analysis
  • Enhanced professional presentation

Competitive Advantage:

  • Ability to respond to more RFPs
  • Faster turnaround impresses clients
  • More time for strategic client work
  • Better client retention

Key Workflows​

Multi-Phase Proposal Development (2-3 hours total)​

Phase 1 - Structure & Outline (15 minutes)

Model: Thinking Mini
Prompt: "Create a comprehensive proposal outline for a 
management consulting engagement.

Client: [Company Name]
Industry: Swiss pharmaceutical manufacturing
Size: 250 employees, CHF 80M revenue
Location: Basel

Project: Digital transformation roadmap for operations
Decision Makers: COO, CFO, Head of IT
Budget Range: CHF 150,000 - 200,000
Timeline: 6-month engagement

Required Sections:
1. Executive Summary
2. Understanding of Client Situation
3. Proposed Approach & Methodology
4. Scope of Work & Deliverables
5. Team & Qualifications
6. Value Proposition & Expected Outcomes
7. Investment & Terms
8. Implementation Timeline
9. Risk Mitigation
10. Next Steps

For each section, provide:
- 3-5 key points to address
- Recommended length (pages)
- Critical elements to include
- Tone guidance

Swiss context to emphasize:
- FADP compliance for digital systems
- Swiss manufacturing excellence
- Local market expertise
- Bilingual delivery (DE/EN)"

Phase 2 - Section Development (90 minutes, iterative)

Model: Thinking – Large
Prompt: "Expand Section 3: Proposed Approach & Methodology 
based on this outline.

[Pastes relevant outline from Phase 1]

Engagement Details:
- Phase 1 (Months 1-2): Current state assessment
  * Process mapping
  * Technology audit
  * Stakeholder interviews (30+ people)
  * Gap analysis
  
- Phase 2 (Months 3-4): Digital roadmap development
  * Technology recommendations
  * Process redesign proposals
  * Change management strategy
  * Investment requirements
  
- Phase 3 (Months 5-6): Implementation planning
  * Detailed project plans
  * Vendor selection support
  * Training program design
  * Success metrics definition

Methodology:
- Proven framework: [Your firm's methodology]
- Industry best practices
- Swiss regulatory compliance focus
- Collaborative approach with client team

Team Composition:
- 1 Senior Partner (10% time, oversight)
- 1 Principal Consultant (40% time, project lead)
- 2 Senior Consultants (100% time, execution)
- Subject matter experts as needed

Deliverables per phase: [List key outputs]

Length: 1,200-1,500 words
Tone: Professional, confident, detail-oriented
Include: Methodology diagram description, clear phase gates
Swiss context: Emphasize local expertise, banking-grade 
data security, understanding of Swiss business culture"

Phase 3 - Refinement (30 minutes)

Model: Standard
Prompt: "Polish and format this proposal section for 
professional presentation.

[Pastes draft section]

Tasks:
1. Check for consistency in terminology
2. Improve readability and flow
3. Ensure all jargon is explained
4. Add transition sentences between paragraphs
5. Verify tone is confident but not arrogant
6. Check that Swiss context is naturally integrated

Maintain length within 10% of original.
Preserve all technical content and commitments."

Weekly Regulatory Update (30 minutes)​

Model: Web Search + Document Analysis
Prompt: "Prepare a regulatory update digest for Swiss clients 
in financial services, pharmaceuticals, and manufacturing sectors.

Search for developments from the past 7 days:

1. FINMA (Swiss Financial Market Supervisory Authority):
   - New guidelines or circulars
   - Enforcement actions
   - Policy statements

2. FADP (Federal Act on Data Protection):
   - Implementation updates
   - Guidance documents
   - Comparison with GDPR developments

3. Swissmedic (Pharmaceutical regulation):
   - New requirements
   - Process changes
   - Industry guidance

4. General Swiss business law:
   - Corporate governance changes
   - Employment law updates
   - Tax regulation changes

5. EU developments affecting Switzerland:
   - Regulatory alignment issues
   - Cross-border impacts
   - Market access changes

For each development identified:

- Headline (brief, clear)
- Summary (3-4 sentences)
- Affected industries/sectors
- Impact assessment (High/Medium/Low)
- Required actions for clients
- Relevant deadlines
- Link to official source

Format:
- Executive summary (top 3 most important items)
- Detailed findings by category
- Action items matrix (what/who/when)

Tone: Professional, analytical, actionable
Length: 2-3 pages maximum
Suitable for direct distribution to clients"

Client Research Memo (60 minutes)​

Model: Document Analysis + Thinking – Large
Prompt: "Create a client-ready strategic memo from research 
materials.

[Uploads: 3 industry reports (80 pages total), 2 competitive 
analyses (40 pages), 1 market study (25 pages)]

Client: Swiss mid-sized manufacturing company
Topic: Expansion strategy into German market
Question: Should client acquire German competitor or build 
organic presence?

Memo Structure:

1. Executive Summary (0.5 pages)
   - Key question
   - Primary recommendation
   - Critical success factors
   - Next steps

2. Market Analysis (1 page)
   - German market size and growth
   - Key trends and drivers
   - Competitive landscape
   - Market entry barriers

3. Strategic Options Analysis (1.5 pages)
   - Option A: Acquisition of [Competitor X]
     * Advantages
     * Disadvantages
     * Risks
     * Estimated investment
   - Option B: Organic market entry
     * Advantages
     * Disadvantages
     * Risks
     * Estimated investment
   - Comparison matrix

4. Recommendation (1 page)
   - Preferred approach with rationale
   - Key assumptions
   - Risk mitigation strategies
   - Success metrics

5. Implementation Roadmap (0.5 pages)
   - Phase 1: Due diligence / market setup
   - Phase 2: Execution
   - Phase 3: Integration / ramp-up
   - Key milestones and timeline

6. Next Steps (0.5 pages)
   - Immediate actions
   - Decision points
   - Resource requirements

Requirements:
- Extract specific data points from research (market size, 
  growth rates, competitor metrics)
- Include footnote citations to source documents
- Quantify recommendations where possible
- Address Swiss-German business cultural considerations
- Consider currency risks (CHF/EUR)

Length: 4-5 pages total
Tone: Strategic, analytical, balanced, decision-oriented
Include: Data tables, comparison matrices
Format: Professional consulting memo style"

Common Success Factors​

Across all case studies, successful Schatzi AI implementations share these characteristics:

1. Start with High-ROI, Repetitive Tasks​

✅ Best initial targets:

  • Tasks that happen weekly or daily
  • Work that follows consistent patterns
  • Activities taking 2+ hours per instance
  • Processes with clear quality standards
  • Tasks that don't require deep human judgment in first draft

❌ Avoid starting with:

  • Highly creative, strategic work
  • One-time special projects
  • Tasks requiring extensive human intuition
  • Client-facing work without review process

2. Develop Reusable Prompt Templates​

✅ Create standard prompts for:

  • Common document types (proposals, reports, memos)
  • Routine analyses (weekly sales, monthly performance)
  • Regular communications (client updates, team summaries)
  • Standard processes (risk screening, compliance checks)

Template Best Practices:

  • Include all necessary context in the template
  • Use placeholders for variable information [like this]
  • Document which model works best for each template
  • Version your templates as you refine them
  • Share successful templates across your team

3. Adopt an Iterative AI-Human Workflow​

✅ Most effective pattern:

  1. AI First Draft: Use AI to create structure and initial content
  2. Human Strategic Input: Add domain expertise, judgment, client knowledge
  3. AI Expansion: Use AI to develop and detail the enhanced content
  4. Human Final Review: Quality check, compliance review, client customization
  5. AI Polish: Final formatting, consistency checks, proofreading

This approach combines AI efficiency with irreplaceable human expertise.

4. Choose the Right Model for Each Task​

✅ Model selection strategy:

  • Standard: Quick emails, simple translations, routine formatting
  • Thinking Mini: Regular analysis, standard reports, meeting summaries
  • Thinking – Large: Complex analysis, strategic documents, multi-source synthesis
  • Data Analysis: Spreadsheets, CSV files, numerical data, trend analysis
  • Document Analysis: PDFs, Word docs, contracts, long-form content
  • Web Search (BASIC plan): Current events, recent developments, fact-checking

Cost Optimization:

  • Start with simpler/cheaper models
  • Upgrade only when output quality is insufficient
  • Use expensive models for final refinement, not rough drafts

5. Measure and Optimize Continuously​

✅ Track these metrics:

  • Time saved per task type
  • Quality improvements (client feedback, error rates)
  • Cost per task (tokens used × token cost)
  • Team adoption rates
  • Business impact (revenue, client satisfaction)

Optimization cycle:

  1. Baseline measurement before AI adoption
  2. Regular time tracking during AI use
  3. Prompt refinement based on results
  4. Model selection optimization
  5. Template library expansion
  6. Team training on best practices

6. Maintain Swiss Data Security Standards​

✅ Always:

  • Leverage Swiss infrastructure advantage for sensitive data
  • Anonymize client-identifiable information when possible
  • Follow zero-retention policy for confidential information
  • Maintain FADP/GDPR compliance for personal data
  • Delete uploaded files after task completion
  • Use appropriate access controls within your team
  • Document AI use in compliance logs (regulated industries)

Security advantages of Schatzi AI:

  • Data never leaves Swiss jurisdiction
  • No model training on your data
  • Complete data sovereignty
  • Swiss legal framework protection

7. Combine AI Efficiency with Professional Standards​

✅ Quality control framework:

  • AI outputs always reviewed by qualified professional
  • Critical decisions always involve human judgment
  • Client-facing materials always personalized and reviewed
  • Regulatory compliance always validated by experts
  • Strategic recommendations always challenged and tested

Professional responsibility: AI accelerates work but doesn't replace professional accountability. The human professional remains fully responsible for all outputs.

ROI Analysis​

Typical Time Savings by Role​

Asset Management:

  • Market analysis: 10 hours/week → 3 hours/week
  • Client communications: 8 hours/week → 2 hours/week
  • Portfolio reviews: 6 hours/week → 2 hours/week
  • Total savings: 17 hours/week per professional

Retail:

  • Data analysis: 4 hours/week → 30 minutes/week
  • Content creation: 6 hours/week → 90 minutes/week
  • Inventory planning: 2 hours/week → 30 minutes/week
  • Total savings: 10 hours/week per business

Professional Services:

  • Proposals: 8 hours/proposal → 2.5 hours/proposal
  • Research & reports: 10 hours/report → 3.5 hours/report
  • Regulatory monitoring: 5 hours/week → 1.5 hours/week
  • Total savings: 15-20 hours/week per consultant

Financial Impact Calculation​

Conservative ROI Estimate:

Assumptions:

  • Professional billing rate: CHF 150-250/hour
  • Time saved: 10-20 hours/week
  • Schatzi AI subscription cost

Monthly Savings:

  • Hours saved: 40-80 hours/month
  • Value of time: CHF 6,000-20,000/month
  • Schatzi AI cost: Subscription fee
  • Net benefit: Significant monthly value

ROI Calculation:

  • LIGHT plan: Exceptional ROI
  • BASIC plan: Exceptional ROI

Annual Impact:

  • Annual savings: CHF 72,000-240,000
  • Annual cost: Subscription fees
  • Net annual benefit: CHF 71,640-239,640

Non-Financial Benefits​

Beyond direct time savings:

  • Competitive advantage: Faster response times, more comprehensive proposals
  • Quality improvement: More consistent outputs, better analysis
  • Scalability: Handle more clients/projects without proportional staff increase
  • Employee satisfaction: Less time on routine tasks, more on strategic work
  • Client satisfaction: Faster turnaround, more thorough work
  • Risk reduction: Better compliance documentation, more thorough analysis

Implementation Roadmap​

Phase 1: Pilot (Weeks 1-4)​

Goals: Validate value, build confidence, develop initial templates

Actions:

  1. Start with FREE plan to test
  2. Identify 2-3 high-frequency, time-consuming tasks
  3. Develop initial prompts for these tasks
  4. Track time spent and quality of outputs
  5. Refine prompts based on results

Success Criteria:

  • 30%+ time savings on pilot tasks
  • Output quality acceptable with minimal editing
  • Team comfortable with basic prompting

Phase 2: Expand (Weeks 5-12)​

Goals: Scale successful use cases, optimize costs

Actions:

  1. Upgrade to LIGHT or BASIC plan based on usage
  2. Expand to 5-10 regular use cases
  3. Create template library
  4. Train additional team members
  5. Establish quality review process

Success Criteria:

  • 50%+ time savings on routine tasks
  • 50%+ of team actively using AI
  • ROI >100x demonstrated

Phase 3: Optimize (Month 4+)​

Goals: Maximize value, achieve full integration

Actions:

  1. Refine model selection for cost optimization
  2. Develop advanced workflows
  3. Integrate into standard operating procedures
  4. Measure business impact metrics
  5. Continuous improvement of prompts and processes

Success Criteria:

  • AI integrated into daily workflows
  • Measurable business impact (revenue, client satisfaction)
  • Team proficient in prompt engineering
  • Clear ROI documentation

Getting Started with Your Use Case​

Discovery Questions​

1. What are your most time-consuming, repetitive tasks?

  • List everything taking >2 hours per week
  • Identify which follow consistent patterns
  • Note which require minimal human judgment in first draft

2. What are your highest-value use cases?

  • Where would time savings have biggest impact?
  • Which tasks directly affect revenue or client satisfaction?
  • Where does quality consistency matter most?

3. What are your data security requirements?

  • Do you handle sensitive client data?
  • Are you in a regulated industry (financial, legal, healthcare)?
  • Do you need Swiss data sovereignty for compliance?

4. What's your current process for these tasks?

  • How are they done today?
  • Who does them?
  • What are the pain points?
  • What does "good" look like?

Next Steps​

  1. Start Your Free Trial

    • Create account at schatziai.ch
    • Test with 2-3 use cases
    • No credit card required

  2. Book a Consultation (Optional)

    • Discuss your specific use case
    • Get prompt templates for your industry
    • Learn best practices for your workflow

  3. Join the Community

    • Share successful prompts
    • Learn from other Swiss businesses
    • Get updates on new features and models
Your Success Awaits

These case studies show what's possible with Swiss AI infrastructure. Start small, measure results, and scale what works. Swiss data sovereignty means you can use AI even for your most sensitive business processes.

Share Your Success Story​

We'd love to feature your organization in a future case study.

Benefits of sharing:

  • Recognition in Swiss business community
  • Detailed ROI analysis for your leadership
  • Refined prompt templates for your use case
  • Contribution to Swiss AI best practices

Contact: support@schatziai.ch with subject "Case Study Nomination"