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From Uncertainty to the Team Asking for More Seats

Twenty hours of AI Maestro with Claude, and a sales analysis that went from hours to five minutes

The Challenge

Latin Health Group imports and distributes medical technology to hospitals across the region. Its market position rests on bringing in new-technology products that make procedures easier for doctors and hospitals, and falling behind on artificial intelligence contradicted that. There was no single pain point: there was an operation where financial, marketing and sales analysis were all done by hand and consumed the one resource that never comes back. Preparing the cash flows the banks ask for could take the finance team days, and sometimes weeks. Inside the office were directors and managers who had never used artificial intelligence, so any program that started by assuming everyone already knew what it was would have failed.

The Solution

Ricardo Argüello ran AI Maestro on site at Latin Health Group: twenty hours in person, split into modules by area, with Claude as the only tool so the team would not split its attention across platforms. The program was not taught on generic examples. Every session worked on real cases from the company itself, brought in by the person who does that job every day, until nine use cases were running in production. Latin Health Group started with five seats for the finance team; extending it to the rest of the divisions was something the team itself asked for, mid-session.

Key Features

  • AI Maestro on site, twenty hours in modules by area
  • Claude as the single tool, with no attention split across platforms
  • Exercises built on the company's real cases, not generic ones
  • Nine use cases left running in production
  • Coverage across finance, accounting, sales, logistics and regulatory
  • An internal champion named to carry the adoption forward

Results

The macro sales analysis Dr. Philip Unger reviews every month now takes five minutes and reaches the sales team the same day. Financial analysis that used to take hours, sometimes days, is prepared in minutes, and cash flows for the banks stopped being a job measured in weeks. The finance team began bringing management reports that did not exist before. The clearest signal was not a metric: it was that the seat expansion, from five to the whole operation, was requested by the directors and managers of each division rather than by the CEO.

20 h

On-Site Training

9

Use Cases in Production

5 min

Sales Analysis

3x

Seat Growth

Client Testimonial

"What used to be done by hand and took a long time to produce, the financial analysis as much as the marketing and the sales analysis, all of it sped up once we had AI and the training behind us. There was some uncertainty at first, because people did not really know what artificial intelligence was, but once they saw what it can do there was a lot of excitement and a lot of appetite to keep learning. And the truth is that I was not the one who saw the value in extending it to the rest of the company: it was the directors and managers of each division themselves. You can do good business or you can do bad business; if you do bad business, you can always recover. But there is one thing you cannot lose, because it never comes back: time. To another CEO I would say that if you really want an edge in a market this competitive, use artificial intelligence to make the most of your time."

PU

Dr. Philip Unger

CEO, Latin Health Group

Dr. Philip Unger tells it on video

What has the experience with IQ Source been like?

Dr. Philip Unger, CEO at Latin Health Group, answers: What has the experience with IQ Source been like?
Video in Spanish
1:10
Read the transcript
"I think the experience with IQ Source has been a very positive one from the moment we started the training. At the beginning there is always some fear, because we were afraid it would start from the assumption that everyone already knew what artificial intelligence was, and there were people in the office, directors and managers, who had never used it. I think IQ Source and Ricardo had the patience to teach us the advantages of artificial intelligence and how to work with it. And the most interesting part is that the whole training was built on exercises, so that they could see for themselves how artificial intelligence could be useful for each one of the departments. Not general exercises either, but exercises from inside the company itself, where Ricardo would ask: how do you think this can help you? Look, I have this, I have that, I do this by hand, can it help me? Yes, let us work through an example. So, with the examples, people grew comfortable working with artificial intelligence."

How does Latin Health use this technology?

Dr. Philip Unger, CEO at Latin Health Group, answers: How does Latin Health use this technology?
Video in Spanish
1:17
Read the transcript
"In my own case, for example, I analyse sales every month. Once I put the data in, I ask artificial intelligence for a high-level analysis of the situation company by company. It does not take five minutes and I already have it, and I send it to the sales people, which is an important tool for them to work out where to focus, where sales are lowest, or which trends are heading down and which are heading up, and to make the decisions right away. The same in the finance department: handling the evolution of accounts receivable and accounts payable through a high-level analysis that artificial intelligence produces, where you can pull the last few months of data in a matter of minutes. Before, that was a financial analysis that took the finance department several hours and even days. When we had to run cash flows for the banks, which ask us for updated information every six months, the finance director sometimes spent days and even weeks preparing them. Now you only have to give artificial intelligence the fundamentals and the technology runs all of the information for you."

Tech Stack

AI

Claude

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