BE THE FUTURE OF FINANCE Reduced time-to-answer. Enhanced customer insights.We accelerate action and outcomes to create a tighter advisor/client relationship for financial service pros. Energy & Utilities Financial Services Healthcare Manufacturing Retail Technology Menu Industries Energy & Utilities Financial Services Healthcare Manufacturing Retail Technology From the services you provide every day to becoming an industry disruptor, we’ll take you further with self-service experiences and lower processing costs.You’ll see greater value with APIs, RPA and AI, cloud computing, mobile optimization, and more.ACCELERATING OPTIMAL RESULTS Advisor Helper Concurrency’s AI gives your sales teams the critical decision-making assets they need to respond more quickly to clients. Learn More Customer Insights We embolden clients and their customers to generate new revenue streams through a combination of human expertise and AI insights. Learn More Process Automation We use the power of artificial intelligence to help clients accelerate the automation of business processes. Learn More Advisor Helper Customer Insights Process Automation Advisor HelperConcurrency’s AI gives your sales teams the critical decision-making assets they need to respond more quickly to clients. Learn More Customer InsightsWe embolden clients and their customers to generate new revenue streams through a combination of human expertise and AI insights. Learn More Process AutomationWe use the power of artificial intelligence to help clients accelerate the automation of business processes. Learn More Advisor HelperWe help clients support individual sales reps or full teams to send meaningful, relevant content back fast when they get client requests. What kind of solutions can you expect? Think about how much your enterprise could benefit from a question-and-answer bot or response accelerator platform. Time is too valuable to waste when business is at stake and the competition is better equipped to respond. Customer InsightsYour customers pursue excellence, always seeking something better. Your business’s value is more than your product or service—it’s the ways you show customers how to increase profits that they might not see. Our team knows what’s possible, using AI tools for a data-driven understanding of your target audience, finding opportunities for you to be a transformative difference-maker. Process AutomationOur innovative, easy-to-implement, low-maintenance tools will fuel your speed of service and strengthen customer relationships. Erase issues in your current manual processes that result in costly rework and potentially find gaps. Automation takes over processes, often turning 100% manual processes to 90% automated—apply this across 500,000 times per year and imagine how much more above-the-line work teams can put that time to. Concurrency empowered us, taught us and showed us how to execute a plan for future success. Concurrency provided the guidance we needed and helped us build the right plan.Ed Garcia | MB FinancialCase Studies 01 Accelerating Sales Order Processing with AI-Powered Automation 02 Modernizing Manufacturing Analytics with Microsoft Fabric 03 Transforming Employee Engagement with a Modern HR Experience Portal 04 Accelerating Safety Data Sheet Management with AI and Automation 05 Empowering Leadership Productivity with Microsoft Copilot 06 Accelerating Platform Modernization with Strategic Staff Augmentation01Accelerating Sales Order Processing with AI-Powered Automation A leading industrial manufacturer partnered with Concurrency to modernize its manual, error-prone sales order entry process. By implementing a scalable, AI-driven automation platform built on Microsoft Azure, Dynamics 365, and Power Platform, the organization streamlined operations, reduced labor costs, and improved customer responsiveness. Discover how a phased, value-focused approach delivered measurable ROI and laid the foundation for future AI innovation. View Details02Modernizing Manufacturing Analytics with Microsoft FabricA leading industrial manufacturer partnered with Concurrency to overhaul its fragmented analytics environment. By implementing a unified, cloud-based data platform powered by Microsoft Fabric, the organization broke down data silos, empowered business users with real-time insights, and established a foundation for ongoing digital transformation. Discover how thoughtful design, collaborative execution, and robust training led to enhanced decision-making and a stronger data-driven culture. View Details03Transforming Employee Engagement with a Modern HR Experience PortalConcurrency helped a leading manufacturing organization revamp its HR SharePoint site, creating a dynamic, employee-focused portal that improved communication, strengthened company culture, and empowered the HR team to manage content in real time. View Details04Accelerating Safety Data Sheet Management with AI and AutomationConcurrency helped a leading chemical manufacturer explore AI-driven solutions to streamline Safety Data Sheet (SDS) authoring, reduce operational risk, and increase throughput—enabling faster product launches and improved regulatory compliance. View Details05Empowering Leadership Productivity with Microsoft CopilotConcurrency helped a global manufacturing leader accelerate executive productivity through personalized Microsoft Copilot training—enabling leaders to work smarter, delegate more effectively, and make faster, data-driven decisions. View Details06Accelerating Platform Modernization with Strategic Staff AugmentationConcurrency partnered with a leading financial services organization to expand development capacity and accelerate modernization of a critical client-facing platform. Through targeted staff augmentation and trusted technical leadership, the organization maintained momentum on a long-term modernization effort—delivering progress without overextending internal resources. View Details Previous Next Blog Data & AI Modern Data Architecture in Practice: Lessons from a Collaborative Fabric Rollout January 28, 2026 Derek Steckel Data & AI Why Saying “No” Was the Right Outcome: Lessons from Finding the Right AI Use Case December 10, 2025 Derek Steckel Reimagining Member Experience: A Mission Worth Modernizing November 12, 2025 Derek Steckel
