Evnex Scales Smarter with Visir

Automating the routine so the team can focus on growth.

Executive summary

"We're very reluctant to just add more people to plug the hole if it's not necessary. We wanted processes that could scale with the business."

Jason Middlemiss

CFO, Evnex

Scaling Finance and Operations

Evnex is a Christchurch-based company helping EV owners across New Zealand and Australia charge smarter at home. As demand for electric vehicles accelerated, Evnex found itself experiencing growth and increasing demand.

As transaction volumes increased, Evnex identified a finance and operations process that presented an opportunity for greater efficiency. The process involved handling emails, reviewing documents, and filing information into the right systems—tasks that were handled manually and would become increasingly time-consuming as the business continued to grow.

Manual Email Handling

Reviewing and sorting high volumes of incoming operational emails manually.

Document Review

Time-consuming extraction of key data points from various document formats.

System Filing

Repetitive data entry tasks to ensure information is correctly filed in CRM and ERP systems.

The solution

Intelligent AI Agent Solution

Working closely with the Evnex team, an ideal first automation opportunity was identified: a repeatable, rules-based process involving email inboxes, document handling, Outlook, and HubSpot. The goal was to automate the process with a scalable AI Agent solution capable of supporting continued growth.

The project moved quickly, with an initial version delivered followed by a brief period of testing and refinement to incorporate feedback and requested enhancements. Within a few weeks, the solution was fully operational.

Consistency & Accuracy
Rules are applied consistently every time a transaction comes through.
Improved Efficiency
Significant reduction in manual processing time per transaction.
Freed-up Capacity
Team can focus on activities requiring expertise and judgement.

Building Confidence and a Roadmap

Beyond the operational benefits, the project had another benefit—it gave the wider business confidence in what automation and AI can achieve. Teams across Evnex began identifying their own opportunities for improvement.

For Evnex, this wasn't just a single automation project. It became the foundation for a broader roadmap of opportunities that can be possible to support the company's continued growth.

"Really responsive, managed to get through that pilot project really quickly, and we got exactly what we were looking for out of the solution."

Jason Middlemiss, CFO at Evnex

"It just frees up capacity for the team to focus on the other areas which potentially do require more subjectivity and judgement. The rules are being applied consistently every time a transaction comes through."

Jason Middlemiss, CFO at Evnex

As Evnex continues helping more customers with their electric vehicle charging needs, Visir is ready to help Evnex with AI solutions tailored to their requirements.

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