Case Studies
Insights. Instantly.
Modernisation. Accelerated.
Focus:
AI‑Powered Account Intelligence
Technologies:
Salesforce Agentforce | Generative AI
Mastek partnered with a leading U.S.‑based HR services provider to transform how account managers accessed and utilised customer insights. Faced with growing data volumes and increasingly complex client interactions, the organisation needed a smarter, faster way to deliver account intelligence.
Challenge
Account managers struggled with manually gathering and analysing scattered data before client meetings, often resulting in incomplete preparation. This not only hampered proactive engagement but also limited the quality of strategic discussions with customers.
Our Solution
Mastek deployed an AI‑powered automation solution using Salesforce Agentforce and Gen AI to generate weekly account summaries:
- AI‑Generated Summaries: Automated, unbiased insights drawn from 30 days of account activity, covering performance, open cases, pain points, and competitor moves.
- Frictionless Access: Seamless integration with Salesforce data enabled zero manual prep before meetings.
- Rapid Rollout: Entire solution implemented in under two months, streamlining operations and cutting down internal effort.
Outcome
The solution delivered measurable impact:
- 80% of required insights auto‑delivered via AI summaries
- Eliminated manual data prep, saving significant time for account teams
- Enabled 360° customer views for deeper engagement
- Improved collaboration and decision‑making across teams
- Uncovered hidden issues and reduced decision bias
- Enabled quicker resolution of issues and enhanced visibility into overall system health
This initiative showcases how Mastek leverages Gen AI to drive data‑led transformation, boosting efficiency, visibility, and customer impact at scale.
Focus:
Legacy System Modernisation
Technologies:
GitHub Copilot | OpenAI | .NET
leading UK-based fintech platform for education sought to modernise its ageing desktop application, originally built on Delphi/Pascal. With a growing need for integration, scalability, and developer accessibility, the client aimed to re-platform without disrupting core business logic or UI familiarity.
Challenge
The legacy system was difficult to maintain and scale due to outdated technologies and limited developer availability. High technical debt and poor integration flexibility threatened long‑term service delivery across its school- focused payment ecosystem.
Our Solution
Mastek led an AI‑first transformation to modernise the platform with speed and accuracy:
- Code Migration: Used GitHub Copilot to reverse‑engineer legacy code into clean, maintainable .NET C# functions, enabling faster understanding and translation of legacy logic.
- UI Redesign: Leveraged AI models to regenerate frontend screens from legacy UI images, significantly reducing UI design effort.
- Smarter Testing: 90% of unit test cases were auto‑generated using Copilot, freeing up the teams to focus on validation and refinement against business criteria.
- Quality Assurance: Test teams created scripts based on business requirements and acceptance criteria to ensure high‑quality test coverage.
Outcome
- Achieved 2x faster speed to market through an AI‑first modernisation strategy
- Automated repetitive tasks, accelerating delivery without compromising quality
- Streamlined code generation and documentation using AI tools
- Freed up development teams to focus on strategic enhancements over routine work
- Ensured system integrity and future scalability with intelligent, tool‑driven modernisation
This case reflects how Mastek enables mission‑critical system transformations with AI‑led engineering, helping clients evolve rapidly and reliably.