AI use case
AI in operations
AI in operations and back office: intake, scheduling support, exception handling, supplier communication and reporting, with complexity, risks, KPIs and ROI considerations.
Miguel Torres, Founder, Merjora · Updated 3 September 2026
In short
Operations teams get the most from AI at the intake and exception layers: turning unstructured requests into structured work items, explaining why an exception occurred, drafting supplier or customer communication about it, and compiling the recurring operational reports that consume analyst time. Physical-world optimisation — routing, capacity, scheduling — usually needs data infrastructure that most mid-market operations teams do not yet have.
The workflow today
Requests and updates arrive in mixed formats, are converted into work items, exceptions surface, someone investigates and communicates, and performance is reported weekly.
Where AI helps
- Structuring unstructured intake into work items
- Clustering and explaining exceptions rather than listing them
- Drafting supplier and customer updates
- Compiling recurring operational reports with commentary
- Checking submissions against procedure before they enter the queue
Common use cases
- Order and request intake normalisation
- Exception triage and root-cause clustering
- Supplier communication drafting and chasing
- Shift handover and daily operations summaries
- Procedure compliance checks on submitted work
Expected benefits
- Less time converting messages into system records
- Faster exception resolution
- Consistent operational reporting
- Fewer avoidable escalations
Implementation complexity
Moderate. Text-based intake and reporting are straightforward. Anything touching planning or scheduling depends on data quality in the operational systems and is a bigger programme.
Data requirements
- Access to the operational system of record
- A defined work-item schema
- Historical exception records with resolutions
Risks and controls
- Misstructured intake propagating errors deep into the process
- Automated supplier communication creating contractual ambiguity
- Reports that read fluently while resting on stale data
Example workflow
- Inbound message is parsed into a structured work item with confidence flags
- Low-confidence items go to a review queue
- Exceptions are clustered by likely cause with supporting evidence
- Draft communication is prepared for the owner to approve
- Weekly summary reports throughput, exception rate and ageing
KPIs to track
- Intake processing time per item
- Exception rate and mean time to resolve
- Rework rate
- On-time completion
- Report preparation hours
ROI considerations
- Intake volume and average handling time give the primary value driver
- Exception reduction is usually a process fix, not a model fix — attribute carefully
- Reporting time saved is real but small; do not let it carry the business case
Real-world example
Publicly documented industry example — not a Merjora client.
BAM Ireland: digital and AI-supported construction operations →Frequently asked questions
- Where should an operations team start with AI?
- At intake. It is high volume, text-based, measurable and fails safely because errors are caught downstream by an existing review step.
Could this apply to your business?
Merjora quantifies what this workflow costs you today and what changing it is realistically worth.
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Editorial standard. Merjora publishes analysis, frameworks and publicly documented examples. We do not publish invented statistics, unattributed benchmarks or unverified customer stories.