Data & AI Case Studies.

ThriveAI – Proven Impact Across Industries

Success Stories

Tata Neu

Building a unified data ecosystem for India's leading super-app, turning fragmented financial data across fintech vertical into AI-powered intelligence and real-time command centers.

Bachpan

Transforming growth ambitions into investor-ready strategy for India's largest preschool chain - unifying scattered data across centers into financial models, competitive intelligence, and automated insights that power expansion decisions.

Meet the Team

Hitesh Gulati

Partner

Partner with over 12 years bridging data analytics and finance. He has driven transformative projects at Tata Digital, Deloitte, EY, and CARE Ratings, including valuing $1.2B in deferred revenue across 1M contracts and building a 10-year GTM model. Hitesh's capital allocation work spans $2.1B+ in projects, with advanced simulation models identifying key IRR drivers. His expertise in Power BI, SQL, Python, and financial modeling serves clients across technology, CPG, agriculture, and financial services.

Anil Gupta

Partner

Senior Partner with nearly four decades of experience in forensic accounting, statutory audits, and internal controls. A founding partner of Gupta Sachdeva & Co. since 1987, he serves on ICAI's Forensic Accounting & Investigation Standards Board and has contributed to major regulatory frameworks including CSR, CARO 2020, and Schedule-III reforms. Anil has held influential roles including government nominee to the ICSI Council and member of ICAI's Accounting & Auditing Standards Boards, bringing deep expertise across sectors.

Aastha Gupta

Partner

Partner with 11+ years specializing in risk advisory and audit. Since joining EY in 2016, she has led telecom risk advisory engagements and internal audit projects, building robust control frameworks for complex organizations. Aastha's expertise spans risk management, compliance, and sector-specific advisory across telecom and professional services.

Archish Srinivasan

Partner

Brings 16 years of business intelligence and data engineering leadership. He built and scaled BI functions at Tata Digital's fintech division and led data transformation during OnsiteGo's 10x growth phase. Archish has designed sales incentive programs, created executive dashboards, and delivered strategic insights across fintech, consumer services, retail, and industrials. His strategic problem-solving spans startup finance operations to enterprise data architecture.

Early Childhood Education Franchise Network Transformation

The Client

A leading preschool franchise network operating across India with a play-based learning methodology. With over 1,200 franchisees delivering early childhood education, the organization required strategic growth planning and unified data infrastructure to scale operations while maintaining educational quality and franchise partner satisfaction.

The Challenge

The preschool network faced critical challenges in managing rapid expansion across its franchise model:

Fragmented Financial Data: Financial information resided in disconnected systems - ERP platforms, Tally accounting software, spreadsheets, and franchise-level databases - making it impossible to get consolidated financial visibility across the network.
Manual Reporting Burden: Generating franchisee performance reports required extensive manual effort, consuming an entire week of staff time and limiting the frequency and timeliness of insights shared with franchise partners.
Delayed Decision-Making: The absence of readily available, consolidated data meant strategic decisions took months instead of days, hampering the organization's ability to respond to market opportunities and operational challenges.

Our Solution

Strategic Financial Modeling
We developed comprehensive financial models in Excel covering the entire business operations:

Revenue Growth Projections: Built multi-year revenue models incorporating franchisee expansion, enrollment trends, and pricing strategies
Projected Financial Statements: Created forward-looking balance sheets and income statements enabling scenario planning and financial risk assessment
Growth Roadmap: Designed a strategic roadmap identifying specific initiatives, investments, and operational improvements required to achieve target growth rates

Growth Strategy & Execution Support
We provided hands-on strategic consultancy to drive revenue expansion:

Identified high-potential growth areas through market analysis and franchisee performance benchmarking
Developed actionable initiatives to meet growth projections across new market entry, franchisee productivity, and service expansion
Created implementation frameworks translating strategic plans into executable operational activities

Unified Data Infrastructure
We consolidated fragmented financial and operational data into a centralized data warehouse:

Integrated data from ERP systems, Tally accounting software, and franchise management platforms
Created standardized data models enabling cross-franchisee analysis and performance comparison

Automated Reporting System
We designed and implemented automated reporting capabilities:

Franchisee Performance Reports: Automated generation of comprehensive reports for each franchisee covering enrollment, revenue, operational metrics, and growth indicators
Executive Dashboards: Real-time visibility into network-wide performance, financial health, and growth trajectory
Self-Service Analytics: Enabled franchise partners and internal teams to access their performance data without IT dependencies

The Impact

Scale of Reporting: Successfully automated generation of 1,200+ franchisee reports, providing each franchise partner with timely, consistent performance insights.
Operational Efficiency: Cut report generation time from 1 week of manual effort to half a day, freeing staff to focus on strategic activities rather than data compilation.
Strategic Financial Planning: Developed comprehensive financial models projecting growth trajectories and creating clear roadmap to achieve [X]% growth in sales through targeted initiatives.
Accelerated Decision-Making: Reduced strategic decision time from months to a couple of days through ready availability of consolidated data, enabling leadership to respond rapidly to market dynamics and operational needs.
Data-Driven Culture: Established foundation for evidence-based decision-making across the franchise network, improving visibility, accountability, and performance management.

Case Study II

Financial Services Super-App Data Transformation

The Client

A leading conglomerate's digital subsidiary operates a super-app that consolidates multiple consumer financial services under one platform. With millions of users accessing lending, credit cards, and investment products, the company needed robust data infrastructure to manage complex product lines while maintaining security and delivering actionable insights.

The Challenge

The client operates three financial product verticals:

Lending: Personal loans and credit reporting
Cards: Credit card offerings and transaction management
Investments: Fixed deposits and bonds

Each product generated massive data volumes, creating three critical challenges:

Data chaos: Information lived in scattered systems—Excel files, databases, CRMs—making it impossible to get a unified view.
Security complexity: Associates needed role-specific access without exposing sensitive data across products.
Limited intelligence: Without proper structure, teams couldn't analyze shopping patterns, track customer lifetime value, or run strategic analyses without lengthy data requests.

Our Solution

Data Infrastructure & Transformation

We built a centralized platform that accumulated data from every source, then transformed and structured it for easy access. The architecture lets teams find what they need without complex queries or IT requests.

Command Center Dashboard

We created an executive command center tracking KPIs across all three product lines in real time:

Product-specific performance metrics
Customer behavior patterns across products
Risk indicators and early warning signals
Cross-product insights

Each associate sees only reports relevant to their role, with security built into the access layer. We monitor data structures continuously, catching inconsistencies before they corrupt reports.

AI-Enabled Intelligence

We created comprehensive data dictionaries for every table, making the data RAG-compliant so AI systems understand what each data point represents.

This enables natural language queries like:

"What's the average loan size for customers who also have our credit card?"
"Show me investment trends for high-value lending customers"
"Which customer segments have the highest lifetime value?"

Ad-Hoc Analysis Capabilities

We built capabilities for custom analysis that dashboards can't cover:

Shopping pattern analysis before and after campaigns
Customer lifetime value modeling by segment
Cross-product behavior tracking

These analyses happen in hours, not weeks.

The Impact

Comprehensive Dashboard Infrastructure: Deployed 10+ dashboards across different products covering various operational needs including funnel journeys, campaign performances, partner evaluation, and model performance monitoring.
Layered KPI Framework: Developed 50+ KPIs in a layered structure enabling executives to evaluate performance through top 5 strategic KPIs, with each metric supporting drill-down analysis into granular indicators for deep-dive investigation.
Data Integration at Scale: Integrated and fetched data from 20+ data sources, creating a unified view across previously siloed systems.
High Reliability: Maintained <5% downtime of dashboards, ensuring consistent availability for business-critical decisions.
Automated Reporting Efficiency: Eliminated 4 hours of manual effort per report through automation, reducing manual work to zero. Report frequency shifted from weekly to daily, significantly improving partner satisfaction.
AI Intelligence Enhancement: Achieved 80% boost in context recall and hit rate of RAG (Retrieval-Augmented Generation) system using comprehensive data dictionaries.
Accelerated Decision-Making: Faster turnaround time enabled business to make decisions in days instead of weeks, dramatically improving organizational agility and responsiveness to market opportunities.

Get in Touch

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Data & AI Case Studies.

Success Stories

Fragmented Financial Data: Financial information resided in disconnected systems - ERP platforms, Tally accounting software, spreadsheets, and franchise-level databases - making it impossible to get consolidated financial visibility across the network.

Manual Reporting Burden: Generating franchisee performance reports required extensive manual effort, consuming an entire week of staff time and limiting the frequency and timeliness of insights shared with franchise partners.

Delayed Decision-Making: The absence of readily available, consolidated data meant strategic decisions took months instead of days, hampering the organization's ability to respond to market opportunities and operational challenges.

Our Solution Strategic Financial Modeling We developed comprehensive financial models in Excel covering the entire business operations:

Revenue Growth Projections: Built multi-year revenue models incorporating franchisee expansion, enrollment trends, and pricing strategies

Projected Financial Statements: Created forward-looking balance sheets and income statements enabling scenario planning and financial risk assessment

Growth Roadmap: Designed a strategic roadmap identifying specific initiatives, investments, and operational improvements required to achieve target growth rates

Growth Strategy & Execution Support We provided hands-on strategic consultancy to drive revenue expansion:

Identified high-potential growth areas through market analysis and franchisee performance benchmarking

Developed actionable initiatives to meet growth projections across new market entry, franchisee productivity, and service expansion

Created implementation frameworks translating strategic plans into executable operational activities

Unified Data Infrastructure We consolidated fragmented financial and operational data into a centralized data warehouse:

Integrated data from ERP systems, Tally accounting software, and franchise management platforms

Created standardized data models enabling cross-franchisee analysis and performance comparison

Automated Reporting System We designed and implemented automated reporting capabilities:

Franchisee Performance Reports: Automated generation of comprehensive reports for each franchisee covering enrollment, revenue, operational metrics, and growth indicators

Executive Dashboards: Real-time visibility into network-wide performance, financial health, and growth trajectory

Self-Service Analytics: Enabled franchise partners and internal teams to access their performance data without IT dependencies

The Impact

Scale of Reporting: Successfully automated generation of 1,200+ franchisee reports, providing each franchise partner with timely, consistent performance insights.

Operational Efficiency: Cut report generation time from 1 week of manual effort to half a day, freeing staff to focus on strategic activities rather than data compilation.

Strategic Financial Planning: Developed comprehensive financial models projecting growth trajectories and creating clear roadmap to achieve [X]% growth in sales through targeted initiatives.

Accelerated Decision-Making: Reduced strategic decision time from months to a couple of days through ready availability of consolidated data, enabling leadership to respond rapidly to market dynamics and operational needs.

Data-Driven Culture: Established foundation for evidence-based decision-making across the franchise network, improving visibility, accountability, and performance management.

Case Study II

Lending: Personal loans and credit reporting

Cards: Credit card offerings and transaction management

Investments: Fixed deposits and bonds

Each product generated massive data volumes, creating three critical challenges:

Data chaos: Information lived in scattered systems—Excel files, databases, CRMs—making it impossible to get a unified view.

Security complexity: Associates needed role-specific access without exposing sensitive data across products.

Limited intelligence: Without proper structure, teams couldn't analyze shopping patterns, track customer lifetime value, or run strategic analyses without lengthy data requests.

Product-specific performance metrics

Customer behavior patterns across products

Risk indicators and early warning signals

Cross-product insights

"What's the average loan size for customers who also have our credit card?"

"Show me investment trends for high-value lending customers"

"Which customer segments have the highest lifetime value?"

Ad-Hoc Analysis Capabilities We built capabilities for custom analysis that dashboards can't cover:

Shopping pattern analysis before and after campaigns

Customer lifetime value modeling by segment

Cross-product behavior tracking

These analyses happen in hours, not weeks. The Impact

Comprehensive Dashboard Infrastructure: Deployed 10+ dashboards across different products covering various operational needs including funnel journeys, campaign performances, partner evaluation, and model performance monitoring.

Layered KPI Framework: Developed 50+ KPIs in a layered structure enabling executives to evaluate performance through top 5 strategic KPIs, with each metric supporting drill-down analysis into granular indicators for deep-dive investigation.

Data Integration at Scale: Integrated and fetched data from 20+ data sources, creating a unified view across previously siloed systems.

High Reliability: Maintained <5% downtime of dashboards, ensuring consistent availability for business-critical decisions.

Automated Reporting Efficiency: Eliminated 4 hours of manual effort per report through automation, reducing manual work to zero. Report frequency shifted from weekly to daily, significantly improving partner satisfaction.

AI Intelligence Enhancement: Achieved 80% boost in context recall and hit rate of RAG (Retrieval-Augmented Generation) system using comprehensive data dictionaries.

​Accelerated Decision-Making: Faster turnaround time enabled business to make decisions in days instead of weeks, dramatically improving organizational agility and responsiveness to market opportunities.

Get in Touch

hello@thriveai.club

+91 97110 66097

+91 97110 66097

Case Study I

Our Solution

Strategic Financial Modeling
We developed comprehensive financial models in Excel covering the entire business operations:

Growth Strategy & Execution Support
We provided hands-on strategic consultancy to drive revenue expansion:

Unified Data Infrastructure
We consolidated fragmented financial and operational data into a centralized data warehouse:

Automated Reporting System
We designed and implemented automated reporting capabilities:

Ad-Hoc Analysis Capabilities

We built capabilities for custom analysis that dashboards can't cover:

These analyses happen in hours, not weeks.

The Impact

Accelerated Decision-Making: Faster turnaround time enabled business to make decisions in days instead of weeks, dramatically improving organizational agility and responsiveness to market opportunities.