Service area
Measure Charlotte servicing and KYC work as performed — then automate under second-line review.
Dataken works with organizations in Charlotte, North Carolina that need to know how their people actually perform work before deciding what to automate. We do task mining at the desktop level — measuring applications, steps, handoffs, rework, and time — then quantify where AI and automation pay, implement it through OLi, and measure the result.
Charlotte is a banking operations capital, which means very large populations doing regulated, repeatable desktop work — servicing, disputes, onboarding, and KYC review. Banking operations are also among the most heavily audited functions in business, so any desktop instrumentation must satisfy a demanding second line of defense.
How Dataken serves Charlotte: Dataken, Inc. is headquartered in the Dallas–Fort Worth metroplex, Texas — our only office. OLi is desktop software deployed to your endpoints, so Charlotte engagements are delivered remotely. On-site sessions can be arranged by agreement.
What Dataken does for Charlotte organizations
Measure the work first. Automate second.
Most AI consulting starts with an interview: tell us your problems. Dataken starts with measurement — task mining and process intelligence built from a first-party activity graph in production since 2020, across more than 10 billion activity records. A Charlotte engagement runs six steps.
- 01
Observe how work is actually performed
Task mining at the desktop level — applications used, steps taken, durations, and variation between people doing the same job. Measured, not interviewed.
- 02
Identify bottlenecks, rework, handoffs and friction
The activity graph surfaces duplicate work, decision delays, over-complicated steps, and the private workarounds that never appear in a process map.
- 03
Quantify the opportunity and the ROI
Every finding carries a measured frequency and duration across the population, so the business case is arithmetic rather than estimate.
- 04
Determine where AI, automation, or agents actually make sense
Prioritized by volume, repeatability, and measured cost — which also means saying plainly which processes should be eliminated rather than automated.
- 05
Implement it — not just deliver a strategy deck
OLi ships to the desktop and acts at the point of work, surfacing the right knowledge, content, or completed action in the moment.
- 06
Measure the result afterward
The same activity graph that produced the baseline measures the change. 10% more productive time in 30 days, or the engagement is not billed.
Where OLi fits in Charlotte
The sectors that carry this metro’s desktop work.
- Banking & consumer finance
- Energy & utilities
- Insurance
- Retail operations
- Manufacturing technology
Questions from Charlotte
Frequently asked
- Will our risk and compliance function approve desktop instrumentation?
- That review is the gating step in most Charlotte deployments, and the architecture is built for it: anonymization at capture, per-tenant data boundaries, privatized inference, and documented consent. Dataken expects to be reviewed by second-line risk and supports that process directly.
- Does Dataken have an office in Charlotte?
- No. Dataken, Inc. is headquartered in the Dallas–Fort Worth metroplex, Texas, and serves Charlotte organizations remotely. OLi is desktop software deployed to your endpoints, so delivery, rollout, and support are performed remotely; on-site sessions can be arranged by agreement.
- How do Charlotte teams start with OLi?
- Start with a 30-minute demo. Deployment scopes to a single operational function first, runs against a baseline agreed at kickoff, and carries the 10%-more-productive-time-in-30-days commitment.
See OLi against your own Charlotte workflows.
10% more productive time in 30 days. Or you don’t pay.
Book a 30-minute demo