The CBA Method -- Our Solutions

11 business functions, 3 AI levels. Explore solutions tailored to your organization.

Level

Tailored

Custom SaaS & AI prompting training

Custom SaaS Development

You have an idea but not the tech team to build it.

We design, build and deploy your custom SaaS, from idea to product.

From idea to production in weeks, not months.

AI Prompting Training

Your teams don't know how to use AI tools effectively.

Hands-on training to master AI prompting and collaboration.

10x productivity boost, autonomous teams on AI tools.

Human Resources

Recruitment, onboarding, talent management

Centralized HR Dashboard

HR data is scattered across Excel, emails, HRIS and managers' memory.

Real-time dashboard aggregating headcount, turnover, absences, leaves, deadlines.

Instant view of workforce status without opening 5 files.

Applications Portal

CVs arrive via email, LinkedIn, website -- impossible to track everything.

Centralized form + automated Kanban pipeline for each application.

Zero lost applications. Professional employer brand.

Annual Review Collector

Reviews are done on paper or Word, data is never utilized.

Structured online form with configurable evaluation grid.

Usable evaluation database. History accessible in one click.

Training & Certification Tracking

Nobody knows who took which training, which certifications expire.

Centralized registry with automatic alerts on expirations.

Regulatory compliance ensured. Development plan visible.

Anonymous Social Barometer

Team mood is invisible until resignations or conflicts.

Weekly anonymous micro-survey (5 questions, 2 minutes) with trends.

Early detection of social climate issues.

Smart Application Screening

Recruiters spend 80% of time reading irrelevant CVs.

AI analyzes each CV against job description, assigns a score and generates a summary.

Screening time divided by 5. Focus on relevant candidates.

Predictive Turnover Analysis

Resignations always come as surprises. Weak signals are never captured.

AI crosses social barometer, absences, seniority to identify risks by department.

Anticipation instead of reaction. Reduced replacement costs.

Job Description Generator

Writing a job description is time-consuming, the result is often generic.

AI generates a complete, inclusive, non-discriminatory description from a brief.

Job description ready in 10 minutes. Reduced bias.

Smart Annual Review Synthesis

HR has 200 reviews to read. Nobody does the overall synthesis.

AI analyzes all reviews and identifies trends, requested skills, frustrations.

Action plans based on data, not impressions.

Smart Onboarding Assistant

New hires ask the same 50 questions. HR keeps repeating.

Onboarding chatbot based on internal docs, with human escalation.

Smooth onboarding. HR focuses on complex cases.

End-to-End Automated Recruitment

The recruitment process is manual at every step.

100% automated pipeline: AI acknowledgment, scheduling, reminders, offer.

Recruitment time reduced by 40%. Premium candidate experience.

Automated Onboarding

Each new hire requires 15 manual actions (accounts, access, training...).

Automatic workflow: accounts, welcome pack, training, buddy, D+1 to D+30 reminders.

New employee operational faster. Zero missed steps.

Automated Leave Management

Leave requests go through email, are approved verbally.

Self-service portal with automatic balance and conflict checking.

Zero leave emails. Balances always up to date.

Customer Support

Chatbot, AI categorization, automated resolution

Centralized Support Dashboard

Requests come via email, phone, chat -- no consolidated view.

Aggregation of all channels into a single dashboard with metrics.

Complete support overview at a glance.

Smart Contact Form

The form is a free text field. Requests poorly categorized.

Multi-step form with guided categorization and dynamic fields.

Better qualified requests from the start.

Public Knowledge Base

Customers ask the same questions. Answers are not online.

Structured, searchable FAQ/help center with consultation analytics.

Customers find answers themselves. Ticket volume reduced.

AI Categorization & Prioritization

Agents manually sort each ticket.

AI analyzes, categorizes, prioritizes and detects customer sentiment.

Critical cases treated first. No urgent ticket forgotten.

AI Response Suggestion

Agents write each response from scratch.

AI proposes a draft based on history and knowledge base.

Response time reduced by 60%. Consistency ensured.

Complaint Trend Analysis

The same problems keep coming back without being fixed.

Monthly analysis of recurring patterns with recommendations report.

Support feeds product improvement.

Predictive Satisfaction Score

CSAT is only measured after the fact.

Real-time satisfaction score estimated during the interaction.

Proactive intervention before the customer is lost.

Level 1 Support Chatbot

60-70% of requests are common questions handled manually.

AI chatbot with knowledge base. Smooth escalation to human agent.

24/7 availability. 60% of requests resolved without a human.

Personalized Automatic Email Responses

Automatic responses are generic and valueless.

AI sends a personalized response with the solution if known.

Useful response in 5 minutes instead of 24h.

Automated Escalation & Follow-up

Escalated tickets get lost. Customer waits without updates.

Automated ticket lifecycle: reminders, escalation, customer notification, CSAT.

Zero forgotten tickets. SLAs met. Customer continuously informed.

Executive Management & Decision Makers

AI briefing, executive alerts, consolidated vision

Executive Dashboard

Indicators are in 10 different sources.

One-page dashboard aggregating revenue, margin, cash flow, headcount, satisfaction.

The executive takes the pulse in 30 seconds every morning.

Strategic Project Tracking

Projects are tracked in PowerPoints. Real status is unclear.

Consolidated view with RAG status, milestones, budgets, risks.

Visibility without meetings. Early alerts on deviations.

AI Morning Briefing

45 minutes lost every morning filtering emails and reports.

Personalized briefing at 7am: key events, KPIs, agenda, 3 recommended actions.

45 minutes saved every morning. Focus on what matters.

Automatic Meeting Summary

Meeting minutes are rarely done, or done 3 days later.

Automatic structured summary: decisions, actions, owners, deadlines.

Systematic minutes within the hour. Decisions tracked.

Strategic Risk Analysis

Risks are identified when they become crises.

AI crosses internal and external signals to detect emerging risks.

Crisis anticipation. Informed decisions.

Automated Competitive Benchmark

Competitive intelligence is done when there's time -- meaning rarely.

Automatic competitor monitoring with monthly comparative report.

Always informed of market movements without effort.

Automatic Board Meeting Preparation

Preparation takes 2 weeks of collection and formatting.

Pre-generated board meeting pack with consolidated data and discussion points.

Preparation in 2 hours instead of 2 weeks.

Executive Alert System

Bad news reaches the executive too late.

Continuous monitoring with configurable thresholds and contextualized alerts.

Immediate reactivity. The executive sleeps better.

Finance & Accounting

Cash flow, anomaly detection, automated reports

Real-Time Financial Dashboard

Financial indicators are only available at monthly close.

Aggregation of bank flows, invoices, expenses in a real-time dashboard.

Financial position visible at any time.

Invoice & Payment Tracking

Unpaid invoices are discovered by chance.

Centralized registry with aging view and late payment alerts.

No unpaid invoice slips through the cracks.

Receipt Collector

Expense reports in bulk -- tickets, photos, impossible to process.

Portal with automatic OCR for amount and date extraction.

End of manual expense report entry.

Expense Anomaly Detection

Abnormal expenses detected only during audit.

AI analysis of each transaction against historical patterns.

Real-time fraud and error prevention.

AI Cash Flow Forecasting

Cash flow is managed day-to-day without anticipation.

30/60/90 day projection with alert if cash dip expected.

Financing needs anticipated.

Margin Analysis by Product/Service

Profitability per product/client is unclear.

Billing/cost cross-reference to calculate real margin per line.

Pricing decisions based on real data.

Automated Unpaid Invoice Follow-up

Manual, late follow-ups with no tracking.

Graduated sequence (D+7, D+15, D+30) personalized by AI based on client relationship.

DSO reduced by 30-40%. Improved cash flow.

Automatic Financial Reports

Monthly report production is time-consuming and repetitive.

Automatic P&L, balance sheet, cash flow statement generation with AI commentary.

The accountant focuses on analysis, not production.

Automatic Expense Report Processing

Slow paper-based approval circuit.

Scan --> OCR --> compliance check --> one-click approval --> reimbursement.

From expense to reimbursement in 48h instead of 3 weeks.

Sales & Business Development

Smart CRM, predictive scoring, automated nurturing

Lightweight CRM & Sales Pipeline

No CRM or an unmanageable Excel.

Simple web CRM: contacts, opportunities, visual Kanban pipeline.

Pipeline visibility. No more "it's in the salesperson's head".

Lead Qualification

Leads arrive unqualified.

Smart form with automatic scoring and CRM injection.

Sales only contacts relevant leads.

Sales Performance Dashboard

No visibility on team performance.

KPIs per salesperson: meetings, conversion, revenue, deals, forecast.

Data-driven sales management.

Closing Probability Score

Sales forecasting is a guessing game.

AI scores each deal based on interactions, size, similar history.

Reliable forecasts. Focus on most probable deals.

Sales Proposal Generator

Each proposal is made from scratch -- copy-paste, manual adaptation.

Personalized draft generated by AI from the CRM record.

Proposal in 10 minutes instead of 3 hours.

Win/Loss Analysis

When a deal is lost, the reason is rarely analyzed.

Monthly win/loss report with patterns identified by AI.

Continuous improvement of offer and pitch.

AI Meeting Preparation

Salesperson arrives without sufficient preparation.

Automatic brief 1h before: history, website, news, approach angle.

Sales always prepared. Better conversion rate.

Automated Nurturing

Leads not ready to buy are forgotten.

AI-personalized email sequences based on profile and behavior.

Leads kept warm. Sales alerted at the right time.

Automatic Proposal Follow-up

40% of proposals never receive a response.

Personalized follow-up at D+3, D+7, D+14 with escalation if needed.

Response rate increased by 25-35%.

Automatic Contract Generation

Proposal-to-contract transformation is manual and slow.

Contract pre-filled automatically from the won proposal.

From verbal agreement to signed contract in 24h.

IT & Technical Operations

Smart monitoring, AI helpdesk, auto-remediation

Infrastructure Dashboard

Infrastructure status is known only by the sysadmin.

Internal status page: availability, CPU/RAM, SSL, backups.

Infrastructure transparency for the whole team.

IT Asset Inventory

Nobody knows how many licenses and devices the company owns.

Lightweight CMDB: workstations, licenses, servers, with dates and warranties.

No forgotten licenses. Clear view of the fleet.

IT Request Portal

IT requests come via email, Teams, in person.

Self-service helpdesk portal with processing pipeline.

IT knows what to prioritize. Users track their request.

Automatic Log Analysis

Logs accumulate but nobody reads them until the crash.

Continuous AI analysis: error patterns, anomalies, warning signs.

Problems detected before users notice.

Cloud Cost Optimization

Cloud bill keeps increasing without anyone knowing why.

Monthly optimization report: oversized instances, unused resources.

20-40% reduction in cloud bill.

AI Technical Assistant

Level 1 tickets consume 60% of the team's time.

Internal AI chatbot that resolves common issues with step-by-step guides.

IT focuses on projects, not password resets.

Automatic Access Provisioning

Granting the right access at the right time is manual and error-prone.

IT access automatically provisioned/revoked based on employee lifecycle.

Enhanced security. Immediate productivity for new hires.

Incident Auto-Remediation

Some predictable incidents still require a human.

Automatic execution of known solutions with audit log.

MTTR divided by 10 on common incidents.

Automated Backup & Recovery

Backups are never tested.

Automatic restoration tests with health report.

Certainty that recovery will work in case of disaster.

Legal & Compliance

Contracts, regulatory monitoring, GDPR

Centralized Contract Registry

Contracts are in drawers and emails. Nobody knows when they expire.

Digital database with deadline alerts.

No unwanted tacit renewals.

Regulatory Compliance Tracking

Regulatory obligations tracked in outdated spreadsheets.

Multi-regulation compliance dashboard with evidence.

Audit preparation made easy.

GDPR Processing Registry

The GDPR registry is a Word document from 2 years ago.

Living online registry, always up to date, exportable.

Demonstrable GDPR compliance at all times.

AI Contract Analysis

Reviewing a contract takes hours.

Structured summary: obligations, risk clauses, exit conditions.

First review in 5 minutes instead of 3 hours.

Automated Regulatory Watch

Regulatory changes discovered too late.

Automatic monitoring with summary and impact assessment.

Regulatory changes anticipated.

Non-Standard Clause Detection

Unusual clauses in supplier contracts go unnoticed.

AI comparison against standard templates with deviation report.

No problematic clause goes unnoticed.

Contract Lifecycle Management

The complete cycle is managed by hand.

Complete workflow: AI generation --> validation --> signature --> archiving --> renewal.

From need to signed contract in 48h.

Automatic GDPR Request Response

Rights exercise requests are a manual process.

Request portal + data collection + AI response draft.

Guaranteed compliance within deadlines. Complete traceability.

Marketing & Communication

AI content, personalized campaigns, multi-channel publishing

Consolidated Marketing Dashboard

Marketing data scattered across Analytics, social media, CRM, emailing.

Multi-source dashboard: traffic, conversion, engagement, campaign performance.

Marketing ROI visible at a glance.

Centralized Editorial Calendar

Content planning in spreadsheets and sticky notes.

Visual calendar per channel with production statuses and deadlines.

Regular and organized publishing.

AI-Assisted Content Generation

Producing regular content takes too much time.

Content pipeline with AI drafts ready to customize.

3x content volume without hiring.

Automatic Content Repurposing

An article stays an article. Content is never adapted.

1 source content --> newsletter, LinkedIn posts, thread, video script.

1 content produced = 5 contents published.

Automated Multi-Channel Publishing

Publishing on 5 platforms requires 5 manual actions.

Automatic format adaptation per channel and publishing via APIs.

Multi-channel presence without multiplying effort.

Hyper-Personalized Email Campaigns

Campaigns are sent to everyone with the same message.

AI segmentation + personalization + A/B testing + optimized sending.

Open rate +30%. Conversion +20%.

Operations & Logistics

Inventory, demand forecasting, client notifications

Operational Dashboard

Operations status is tracked in separate systems.

Consolidated view: orders, stock, deliveries, production.

Centralized operational management.

Stock Tracking & Inventory

Approximate stock levels. Frequent stockouts and overstock.

Centralized registry with minimum threshold alerts.

End of costly stockouts and overstock.

AI Demand Forecasting

Reorder decisions based on gut feeling.

30/60/90 day forecasts based on history and trends.

Right stock. Neither too much nor too little.

Bottleneck Analysis

Delays repeat without identifying the root cause.

AI analysis of steps that systematically create delays.

Data-driven continuous improvement.

Automatic Replenishment

Manual and often late orders.

Auto-generated order when dynamic threshold is reached.

Zero stockouts.

Proactive Client Notifications

Customers only learn about delays when they call.

Automatic notifications at each step + AI message if delayed.

80% reduction in "where is my order" calls.

Training & Development

Personalized paths, AI quizzes, 24/7 tutor

Online Training Catalog

Available training is not visible or accessible.

Self-service portal with descriptions, prerequisites, calendar, registration.

Employees register themselves.

Personalized Training Path

Training is the same for everyone.

AI crosses profile, skills, goals to recommend a path.

Targeted development. Better training ROI.

AI-Generated Quizzes & Assessments

Creating assessments for each training is time-consuming.

Auto-generated quizzes from training content with automatic grading.

Systematic assessment without creation effort.

24/7 Contextual AI Tutor

After training, the employee is alone when it comes to practice.

Tutor chatbot available 24/7 on training content and practical application.

The employee is never stuck.

Quality & Continuous Improvement

Incidents, root causes, corrective actions

Non-Conformity Registry

Quality incidents are reported verbally and rarely tracked.

Reporting form accessible to all with resolution pipeline.

Complete traceability for continuous improvement.

AI Root Cause Analysis

5 Why / Ishikawa analysis is rarely and poorly done.

Structured AI analysis with corrective action recommendations.

The same mistakes don't happen again.

Quality Dashboard with Trends

Quality indicators visible only at annual review.

Real-time dashboard: incidents, resolution, recurrence, trends.

Continuous quality management.

Automated Corrective Action Workflow

Corrective actions are decided but never executed.

Automatic assignment, planning, reminders, follow-up and effectiveness validation.

End-to-end corrective action tracking.