CASE STUDY: SECRET SALES
Building an AI-enabled operating model for scalable growth
Secret Sales partnered with Retec to move from AI experimentation to a structured, measurable and scalable operating model, identifying more than £1m in annual growth and efficiency opportunities.
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From AI experimentation to scalable value
Secret Sales had already embraced AI and automation across parts of the business. The next step was to make it repeatable.
The ambition was to reduce manual effort, improve data visibility, support faster decisions and give teams more time to focus on growth.
“We had already started using AI in pockets of the business and could see the potential. What we wanted was a way to turn that potential into something structured, measurable and built to scale.”
— Anthony Farrow, CTO, Secret Sales
Three weeks.
One clear plan.
Using OpsPilot AI, Retec’s structured framework for AI automation, the Team:
WEEK 1
ASSESSED
Operational processes and potential impact
WEEK 2
PRIORITISED & TESTED
Real automations on live data
WEEK 3
CREATED A BLUEPRINT
A scalable operating model for what comes next
Immediate Value. Built to scale.
50
High-value automation opportunities
Prioritised by value, focused on real tasks and designed to scale.
£1m+
Annual growth and efficiency opportunties identified
A practical roadmap built around how Secret Sales really works.
90 hours
➔ minutes
Monthly processes completed faster
Processes that previously required up to 90 hours of manual effort can now be completed in minutes.
“The point wasn’t to introduce a clever tool and hope performance improved. We focused on real, repeatable tasks, proved the automations on live data and made the value clear.”
— Rodrigo Soares, Partner, Retec Group
A governed foundation for scalable automation
Retec designed a coherent AI architecture built around Secret Sales Surface, the semantic and business-logic layer connecting core systems, consolidated data and AI-powered workflows.
This shared layer gives agents and automations secure, governed and traceable access to the business context they need, allowing new solutions to be built faster and reused across multiple processes.
CORE SYSTEMS
DATA PLATFORM
SECRET SALES SURFACE
AI AGENTS AND AUTOMATION
Secret Sales is now moving through its prioritised roadmap and building the foundations to identify, deliver and scale high-value automations across the business.
Not a one-off AI project. A repeatable delivery model.
The objective is not a one-off AI project, but a repeatable delivery model that supports faster decisions, greater efficiency and continued growth.
““Working with Retec we proved what was possible in weeks. Now we are building the foundation that lets us do it again and again.”
— Anthony Farrow, CTO, Secret Sales