Inovara AI

BACKGROUND

Introduce your business and what you do there.

I'm the CEO of Genistar Limited, a financial education and planning company for the middle class.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Inovara AI to accomplish for your business?

We originally hired Inovara AI to help educate our firm on how and why to adopt AI.

SOLUTION

What was the scope of their involvement?

Inovara AI has educated our team on AI and how it can be used as a co-pilot, not the pilot. Several of our staff were fearful that their jobs would be replaced by AI, but once they understood that it would free them up from the monotony of some jobs, they enthusiastically embraced it. We've worked with Inovara AI on several projects, including helping our head office work more efficiently and assisting our sales team in delivering their presentations in a much easier style. Inovara AI has also worked with us on simplifying processes. For example, our educational presentation to potential customers was outdated, long (40+ pages), and static. Inovara AI has helped us build a dynamic platform for our reps to use and streamline the sales process.

What is the team composition?

We've worked with 2–5 teammates from Inovara AI.

How did you come to work with Inovara AI?

We met Inovara AI at a live DSU seminar and chose them because our company values aligned.

What is the status of this engagement?

We started working with Inovara AI in May 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Inovara AI's work has resulted in less frustration, streamlined processes, and an uplift in activity from our salespeople. In the past 15 months, we've seen a 30% uplift in sales and recruiting. Additionally, the time it takes to complete tasks has decreased. For example, the sales force's presentations have gone from 60 minutes to 20 minutes, and the research for projects is more efficient.

How did Inovara AI perform from a project management standpoint?

Inovara AI delivers on time as long as we give them what they need in a timely manner. We communicate via virtual meetings.

What did you find most impressive or unique about them?

Inovara AI is very solution-oriented. The team really wants to be part of our team and find solutions to make our lives easier.

Are there any areas they could improve?

We should have had better communication with Inovara AI on who had the authority to ask them what projects to scope out.

BACKGROUND

Please describe your company and position.

I'm an executive Capio Pro

Describe what your company does in a single sentence.

AI Compliance engine for regulated companies

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Inovara Ai to accomplish?

• Strengthen AI Readiness & Strategic Alignment
• Optimise and Streamline the AI Compliance Engine
• Build Internal Capability for Responsible AI Implementation

SOLUTION

How did you find Inovara Ai?

Referral

Why did you select Inovara Ai over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Inovara Ai were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The project was focused on elevating Capio’s AI maturity, compliance capability, and operational readiness. Through structured advisory sessions, technical reviews, and a defined discovery process, the AI advisory partner will guide us in aligning artificial intelligence initiatives with our core business strategy, regulatory obligations, and ethical governance principles.

Key Outcomes

• A clear, evidence-based view of organisational AI readiness.
• A leaner, more transparent AI compliance engine.
• A leadership-aligned roadmap for responsible, scalable AI adoption.
   

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Improved AI Readiness & Governance

• +45% improvement in overall AI readiness score (based on the advisory framework’s maturity model). 
• Governance framework and AI ethics policy formalised and approved by leadership within 6 weeks.
• Cross-functional awareness of AI risk and compliance increased, measured through post-workshop feedback (average rating 9.2/10).

Optimised AI Compliance Engine

• 30% reduction in manual compliance checks through improved automation logic.
• 25% faster processing time for model validation and audit tasks.
• Explainability dashboards introduced, enabling auditors to trace AI decisions with full transparency.
• Zero compliance incidents reported post-implementation review.

Strategic & Organisational Impact

• AI strategy roadmap implemented and aligned with company OKRs for the next 12 months.
• Executive decision-making time on AI-related proposals reduced by 40% due to structured governance.
• Upskilled internal team of compliance officers and product managers through AI ethics and readiness training (100% participation).
• Increased stakeholder confidence, reflected in higher internal adoption of AI-driven tools.

Long-Term Business Value

• Clear ROI through reduced operational risk and higher compliance efficiency.
• AI initiatives are now approved through a central readiness review process, ensuring all new projects meet governance standards before launch.
• Positioned the company as a credible, responsible AI player in its industry, supporting future partnerships and client trust.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Inovara team demonstrated excellent project management throughout the engagement. From the start, they set out a clear timeline, shared milestones, and maintained transparent communication via weekly check-ins and structured progress reports.
All deliverables, including the AI Readiness Report, Compliance Engine Audit, and Strategy Roadmap, were delivered on or ahead of schedule. When additional insights or clarification were needed, their team responded quickly and with impressive depth, ensuring every question was met with practical, well-reasoned advice rather than generic answers.

They used collaborative tools to keep all stakeholders aligned, and their ability to translate complex AI concepts into business-friendly language made it easy for both our technical and executive teams to stay engaged.

Overall, their responsiveness, professionalism, and proactive guidance made the entire process smooth and confidence-building. It felt less like working with a vendor and more like partnering with an embedded strategy team that genuinely wanted us to succeed.

What was your primary form of communication with Inovara Ai?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out about Inovara Ai was their ability to combine AI expertise with strategic and ethical awareness. They weren’t just focused on technical delivery, they consistently challenged us to think bigger about readiness, governance, and long-term business value.

Their discovery process was refreshingly different from typical consultants. Instead of rushing to implement solutions, they took the time to understand our business model, data ecosystem, and risk landscape before making any recommendations. That discipline built enormous trust and gave us confidence that every step was grounded in real business impact.

We were also impressed by their integrity. They’re not afraid to say “no” if a company isn’t ready, which is rare in a space often driven by hype. That honesty and strategic clarity made them feel more like partners in transformation than service providers.

In short, their mix of AI literacy, ethical leadership, and business pragmatism sets them apart from anyone else we’ve worked with.

Are there any areas for improvement or something Inovara Ai could have done differently?

Overall, our experience with Inovara AI was excellent, but if there’s one area for potential improvement, it would be around simplifying some of the more technical documentation for non-technical stakeholders. At times, their reports went quite deep into AI model mechanics and governance frameworks, which were incredibly valuable for our data team but a bit dense for executive summaries.

A slightly more visual or dashboard-style overview of key insights and recommendations would make it even easier for leadership teams to digest the outcomes at a glance.

That said, this is a minor point, the depth and rigour of their work far outweighed any communication adjustments needed, and they were always quick to clarify or adapt when asked.