Solutions · 02
Connect AI to the knowledge, systems, decisions, and workflows that shape daily operations, while keeping people in control of important actions.
High-volume work still depends on people reading documents, answering repetitive questions, moving information between systems, and coordinating approvals through email. Traditional automation handles fixed rules but struggles when work includes language, documents, judgment, or exceptions.
Operations and service leaders reducing repetitive work and cycle time.
Digital and AI teams building production-grade agents.
Knowledge owners improving access to trusted information.
Customer service leaders exploring voice and conversational channels.
Application owners connecting AI with ERP, CRM, Microsoft, and workflow systems.
Identify the process, decisions, data, and exceptions before designing the agent.
Prototype the hardest or riskiest step using representative data.
Connect the agent to approved knowledge and business systems.
Define Human in the Lead checkpoints, fallback paths, and escalation rules.
Test accuracy, task completion, security, cost, and user experience.
Deploy with monitoring, evaluation, support, and continuous improvement.
Enterprise agents that support multi-step operational work.
Knowledge assistants grounded in approved documents and data.
Voice agents for structured intake, routing, and service scenarios.Docume
Document and process automation for invoices, claims, orders, and requests.
Workflow automation across Microsoft, Salesforce, ERP, and line-of-business systems.
Microsoft Copilot Studio, Azure AI Foundry, Microsoft 365, SharePoint, Power Platform, and Azure services.
OpenAI or Claude models selected according to the use case and client environment.
Salesforce, Dynamics 365, Business Central, ERP, CRM, APIs, databases, and legacy applications.
IGNA where its product capabilities shorten the route to deployment.
Security & Governance
Agents are designed with least-privilege access, approved sources, logging, reviewable actions, escalation rules, and human approval where consequences are material. Testing covers unsafe requests, unsupported answers, data exposure, and failure paths.
A readiness workshop is the fastest way to find out if this is the right starting point.
Book an AI Readiness Workshop