AI-Powered Data Extraction: Scaling Efficiency, Reducing Errors

Overview

A private equity-backed software company that delivers governance, risk, and compliance (GRC) solutions required an extensive team of analysts to extract data from ESG reports. The cumbersome manual processes led to inefficiencies, inconsistencies, and errors. Teragonia provided an AI-driven solution to automate the extraction of over 200 data points from diverse PDF reports, achieving a 95% accuracy rate while significantly reducing manual efforts. This solution scaled the client’s data processing capabilities, ensured real-time insights, and integrated seamlessly with existing systems, empowering faster decision-making and meeting regulatory compliance requirements.  Furthermore, our AI solution helped executives redefine the company’s operating model, driving a shift from task-oriented, time-consuming processes to revenue-building strategic initiatives.

Processed 200+ ESG data points from diverse report formats with custom AI

Reduced manual workloads by 90%

Achieved a 95%+ accuracy rate

5x improvement in data efficacy compared to manual methods

Incorporated numerical confidence scores for every extracted data point

Ensured transparency, reliability, regulatory compliance, and trust in AI-generated data

BizOps Solutions

Teragonia deployed a proprietary AI solution that automated data extraction from PDF board reports, replacing manual processes. Leveraging generative AI and a robust governance framework ensured accuracy, scalability, and adaptability, enabling the Office of the COO to streamline ESG data delivery.

Key Results

In just two weeks, Teragonia built a custom AI solution based on proprietary algorithms to extract over 200 data points from ESG reports with a 95% accuracy rate, allowing the client to process thousands of reports efficiently and accurately while significantly reducing manual workloads and error rates.

The Details

The Challenge

A $7B private equity-backed software company required an extensive team of analysts to assess, extract, and provide ESG data points from public companies to boards for regulatory reporting. The office of the Chief Operating Officer (COO) sought to improve their operations and deliverables.

The analysts manually extracted data points from publicly available company board reports in PDF format. However, the process was inconsistent, error-prone, and lacked scalability. Previous attempts to automate the process failed due to the complex nature of each PDF report and the limitations of existing, intelligent, automation tools. As a result, analysts spent countless hours combing through documents, often overlooking essential data points or introducing inconsistencies due to human error.

With investor pressure mounting and new compliance requirements growing more stringent, the company needed a solution that enabled scalability, precision, and real-time insights to drive informed decision-making and maintain trust.

The Win

In just two weeks, Teragonia implemented a custom AI solution to transform the software company’s data collection and operations process. We delivered real-time insights with a high degree of accuracy by automating the extraction of data points across diverse report formats. The dynamic design also provided flexibility to adapt to future reporting needs, ensuring long-term value.

By freeing up resources and providing clear insights, the AI-powered process enabled leadership to trust the data, make faster decisions, and shift focus from repetitive tasks to strategic growth, significantly improving organizational efficiency.

Accelerated Growth

  • Automated Data Extraction: Developed a tailored AI solution to extract and categorize over 200 ESG data points from diverse report formats, reducing manual deliverables by 90%, improving accuracy, and cutting data processing time
  • Streamlined Project Tasks and Execution: Automated data extraction and improved data reliability empowered shifts in roles and responsibilities from a focus on repetitive, manual tasks to revenue-impacting strategic initiatives
  • Scalability and Efficiency: Enabled the client to scale ESG report processing to thousands of reports, ensuring compliance with growing regulatory demands while allowing the business to redirect resources toward strategic initiatives
  • Confidence Scoring for Precision: Incorporated numerical confidence scores for every data point extracted, ensuring transparency, reliability, and trust in the AI-generated data. This feature empowered decision-makers with clarity and confidence
  • AI-Driven Summaries: Enhanced insights by summarizing lengthy ESG reports into concise, actionable points, streamlining interpretation and decision-making processes for executives
  • Custom AI Governance: Integrated a proprietary governance system to reconcile extracted data and mitigate risks of AI hallucination or inconsistencies. This system ensured alignment with compliance standards and reduced the need for extensive manual validation

Next Phase

We are building a scalable solution that integrates seamlessly with the client’s existing workflows and systems, ensuring real-time updates and the ability to adapt to future requirements or regulatory changes.

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Scott Briggs

BS International Business | American University of Paris

BS Computer Science | American University of Paris

Seasoned DevOps and infrastructure engineer with expertise in AWS, Kubernetes, and Terraform; led cloud migrations and scalable infrastructure projects at Sfara, FanDuel, and Kickstarter.

With over 15 years of experience in small and medium-sized startups, Scott is a seasoned expert in designing, optimizing, and maintaining robust, scalable, and secure infrastructure. He specializes in automation and embedding security from the ground up, consistently delivering reliable systems tailored to meet dynamic business requirements.

Prior to joining Teragonia, Scott made a significant impact at Sfara, where he built the company’s entire infrastructure from scratch. He engineered systems capable of supporting hundreds of thousands of users with seamless scalability, implemented automated development pipelines, and introduced observability tools to monitor and manage resources effectively. Additionally, Scott led the infrastructure team in achieving ISO27001 security certification, ensuring security was integrated into every aspect of the system and transforming it into a critical asset for business-to-business operations.

Beyond his technical expertise, Scott has a proven track record of managing and mentoring high-performing teams. As a Senior DevOps Engineer at FanDuel, he gained invaluable experience in scaling infrastructure and optimizing resources to support millions of daily users, aligning technological capabilities with organizational goals.

Jack Amedio

Master’s in Human Resources | University of Illinois

Bachelor’s in Management | Loyola University

Former Financial and Operations Manager at Houlihan Lokey, Golin Harris, and MSL Group.

Jack is a highly driven, cross functional professional with extensive experience in operations and administration. 

Prior to joining Teragonia, Jack held financial and facilities management roles for Houlihan Lokey, MSL Group/Publicis, and Golin Harris in which managed and created processes and trainings for multiple functional areas ensuring operational and administrative procedures were well planned, efficient, cost-effective, and aligned with business objectives while ensuring initiatives, internal events as well as client events propelled employee and client engagement.

Jack holds undergraduate degrees from University of Illinois and Loyola University Chicago and has completed graduate certificates in Business Administration, Strategic Human Resources, and Operations at Cornell, CUNY-Buffalo, and University of Illinois and is in the process of completing a Master’s in Human Resources at Loyola University Chicago’s Quinlan School of Business.

Mason Taylor

MS Analytics | Georgia Institute of Technology

BS Management Information Systems | Oklahoma State University

Former analytics engineer at Cyderes and ConocoPhillips with a Master’s in Analytics from Georgia Institute of Technology and a Bachelor’s in Management Information Systems from Oklahoma State University

Mason is an Analytics Engineer with deep experience in data analytics, business intelligence, machine learning, and cybersecurity. He brings a proven track record of leading analytics engagements spanning architecture, insights, visualizations, and delivery.

Before joining Teragonia, Mason was a Senior Analytics Engineer at Cybersecurity MSSP CYDERES where he built a scalable, standardized, and secure analytics architecture for over 300 clients across many industries and consulted with them to deliver insights through bespoke data driven solutions. In addition, he managed the data delivery of the insight platform leveraged by the Security Operations Center to respond to incidents in a timely and effective manner.

Prior to joining CYDERES, Mason worked in ConocoPhillips’ Analytics and Innovation Center of Excellence holding varied roles within the Data Analytics organization from Data Engineering, to Business Intelligence, and Data Science. He delivered robust data solutions in all operating units for various functions including Engineering and Production, Finance, IT, and more. Including projects to standardize cost and production data across operating units. 

Mason started his career at The Williams Companies in cybersecurity and transitioned to cybersecurity at ConocoPhillips where he found his passion for Data Analytics through SIEM management, detection engineering, and threat intelligence.

Grace Sun

Bachelor’s in Finance & Accounting | Georgetown University

Former analytics engineer at Houlihan Lokey and financial analytics at JP Morgan Chase with a Bachelor’s in Finance & Accounting at Georgetown University

Grace is a seasoned analytics engineer with specialized expertise in crafting and implementing analytics solutions that drive agile, informed executive decisions in M&A and value creation for private equity-backed companies.

Before joining Teragonia, Grace was a part of the data science and business analytics team at Houlihan Lokey. She has excelled in harmonizing, enriching, and analyzing data from diverse sources, providing key insights that enabled private equity investors and portfolio company executives to make rapid, data-driven decisions across the investment lifecycle. She has developed novel analytics solutions, including deal sourcing and evaluation tools for platform investments that employ a buy-and-build or de novo growth strategy, as well as post-close value creation and KPI reporting tools for operators and management teams.

Grace has also worked at JPMorgan Chase & Co. in the Global Finance and Business Management rotational program, where she built analytics solutions to evaluate banker attrition and KPI reporting within the Global Private Bank.