Case Study: Transforming Payroll, Benefits, and HR Operations – Prompta AI
Payroll, Benefits & HR Operations Recovery — Restored Trust and Adoption in 6 Months Business Situation A regional Public Health & Research Institute with 4,000+
A global Fortune 500 organization modernized its Trade Promotion Management (TPM) capability by moving to Salesforce across its Latin American business. The shift required more than a system rollout—it required changes in mindsets, behaviours, roles, decision rights, and operating discipline across commercial and supply chain teams.
The goal was a smooth launch and sustained adoption, while respecting the region’s unique culture and operating realities.
Prompta supported the program with an AI-enabled change approach that replaced assumptions with evidence and converted that evidence into targeted actions.
This approach complemented engagement and enablement by ensuring leader/manager ownership and focusing effort where adoption risk was highest.
Streamlined the promotion planning and execution process and reduce manual errors and payment duplication for a year-over-year savings of over $200K.
Increased trade spend visibility which enabled data-driven decisions on promotion success and promotion ROI – enabling more funds to be allocated to more profitable promotions.
Improved visibility increased overall customer satisfaction and retention – Prompta AI results pointed to 14% increase in overall customer satisfaction rating.
Payroll, Benefits & HR Operations Recovery — Restored Trust and Adoption in 6 Months Business Situation A regional Public Health & Research Institute with 4,000+
Culture Change at Hotspex — Built a Scalable, High-Trust Culture (Top 50 Inspiring Workplaces) Business Situation Hotspex was scaling quickly and wanted to strengthen culture
Prompta AI Driving Culture Integration Success in M&A Business Situation In the context of a high-stakes merger between two fintech companies, the primary challenge was