Let AI Handle the Routine. Keep People in Control⁠.

Your people have better things to do than review documents, route requests and update systems. We build AI agents and workflows that use your business data, take permitted actions and involve people when judgement or approval is needed.

Outcomes

Less Repetitive Work

Reduce manual handling of routine requests and updates.

Faster Turnaround

Help information move between teams and systems without avoidable delays.

Control You Can Measure

Keep permissions, approvals, ownership and outcomes clear.

Focus on the Work That Slows Your Team Down. Then Make It Easier to Complete.

We start with the manual steps, repeated requests and disconnected systems. We use AI when understanding or judgement is needed, and simpler automation when the rules are clear.

Document Intake & Extraction

Capture information from forms, invoices and other documents. Validate the details and send unclear or incomplete cases for review.

Request Triage & Routing

Classify incoming enquiries and service requests, gather the right context and direct each one to the correct team.

Knowledge & Information Search

Help employees find useful answers from approved business knowledge, with access controls and source references where supported.

CRM & ERP Updates

Reduce copy-and-paste work by creating tasks or updating permitted records through business rules and connected APIs.

Approvals & Exceptions

Route sensitive decisions, low-confidence results and non-standard cases to a named person rather than silently proceeding.

Follow-Ups & Notifications

Trigger reminders, status updates and next steps when something changes, and keep an auditable record of what happened.

Not Every Process Needs an AI Agent. We Choose What Works.

Reliable outcomes matter more than technology labels. We combine rules, AI capabilities and connected actions only where each adds value.

Rule-Based Automation

Automate Predictable Work

Use Power Automate and connected systems when inputs are structured and the steps follow known business rules. Ideal for notifications, routing, approvals and record updates.

AI-Assisted Workflows

Understand Documents and Messages

Use AI Builder or Azure AI to extract, classify, summarise or draft from less-structured information, with checks before anything is saved or sent.

Action-Oriented Agents

Handle Requests Across Systems

Use Copilot Studio or a custom AI solution when work requires context, dialogue or tool selection. Restrict permitted actions and involve people when needed.

Build Around Real Requests, Not an AI Demo.

These are examples of the types of business processes we can implement. We define the exact scope, system integrations and human controls with each client.

Document Processing & Approvals

Reduce the time spent reading incoming documents, retyping information and chasing the next approval.

What we build or configureA connected intake flow that classifies documents, extracts key details, checks them against business rules and routes exceptions to a reviewer.

Systems and inputs neededDocument source, validation rules, ERP or business data, and responsible approval owners.

Measures to agreeHandling time · correction rate · approval cycle

Discuss Document Processing & Approvals

Customer Requests & CRM Follow-Ups

Keep service enquiries, account updates and follow-ups moving without repeatedly copying information between systems.

What we build or configureRequest classification, contextual response drafts, supported CRM updates, reminders and an escalation path for non-standard cases.

Systems and inputs neededDynamics 365 or another CRM, relevant communication channels, verified business rules and team ownership.

Measures to agreeFirst response time · routing accuracy · completed actions

Discuss Customer Requests & CRM Follow-Ups

Internal Knowledge & Service Requests

Help people find the right policy or procedure, then turn an unresolved question into a request with a clear owner.

What we build or configureA permission-aware knowledge agent, guided request capture, ticket submission and status notifications.

Systems and inputs neededApproved knowledge sources, employee identity, access rules and the internal service system.

Measures to agreeSupported answers · complete requests · resolved handovers

Discuss Internal Knowledge & Service Requests

See How AI, Automation and People Complete a Process Together.

Explore three illustrative workflows, including the action, confirmation and exception path. Each process is designed around a real business outcome.

From Received Invoice to a Reviewed Business Record

  1. 01

    Receive and Classify

    Capture the file from the agreed channel, identify the document type and check for duplicates.

  2. 02

    Extract and Validate

    Read the required fields and compare the data with business rules and the source records.

  3. 03

    Review Exceptions

    Send missing or uncertain details to the appropriate reviewer. Record the decision before proceeding.

  4. 04

    Create the Accepted Record

    Submit the validated data through the ERP or business API and return its accepted reference.

Technology FoundationPower Automate orchestration with selected AI Builder or Azure AI document capabilities.
Connected and Configured Alongside ItEmail or document storage, ERP or Dataverse records, validation logic and approval owners.
Completed WhenThe source system accepts the validated record. Extracting text or creating a draft does not complete the process.
Exception RouteLow-confidence values, duplicates, missing references and integration failures are routed for review.

Make AI Useful in the Applications You Already Rely On.

Useful automation needs trusted data, permitted actions and a clear route back to the system that owns the record.

AI Agents & Intelligent Automation
Dynamics 365 & DataverseUse approved customer, sales and service data; update records only through defined roles, rules and transactions.
Microsoft 365 & SharePointDraw on approved documents, messages or knowledge bases with access tested for the intended audience.
Power Automate & ConnectorsTrigger flows, coordinate approvals, handle retries and connect the business systems involved in each process.
Business Central, ERP & External APIsRead or write to the systems of record using supported interfaces and validation, without duplicating business rules.
Azure AI & Microsoft FoundryAdd custom extraction, retrieval or model capabilities when standard connectors and agents are not enough.

Start with One Valuable Process. Prove the Outcome, Then Expand.

We map the current work, choose the right approach and build a controlled first solution that can be tested and measured.

Understand the Work

Identify the repeated steps, manual effort, source data, exceptions and process owner.

Choose the Approach

Decide where rules are enough, where AI adds value and where human approval is essential.

Build and Connect

Configure agents, workflows or AI models and integrate the relevant systems and controls.

Validate in Real Scenarios

Test expected cases, uncertain inputs, permissions, failures and human handovers before rollout.

Measure and Improve

Track outcomes against the agreed baseline, assign issues and expand only when the first process works reliably.

Explore Our Delivery Approach

Understand Where AI Adds Value. Make the Next Step Clear.

A well-defined process and reliable data are more important than choosing a product name first.

Does every automation need an AI agent?

No. If the steps and rules are predictable, a conventional workflow is usually simpler to operate and easier to test. We introduce AI when the task involves unstructured information, contextual understanding or decisions that rules alone cannot handle well.

Can agents update Dynamics 365, Business Central or other systems?

Yes, when suitable actions are exposed through configured connectors, workflows or APIs. We define which records an agent can access, validate the action and add confirmation or human approval wherever the process requires it.

How do you handle sensitive data and human oversight?

We design around the permitted data sources, identities and access rules, then test what each user or agent is allowed to read and change. Uncertain results and higher-risk decisions follow a documented review or escalation path.

What does the first project look like?

We normally begin with one process and agree the desired outcome, baseline, dependencies and acceptance criteria. A pilot demonstrates the end-to-end workflow, including error handling, before wider rollout is considered.

Which Microsoft technologies do you use?

Depending on the task, we use Copilot Studio, Power Automate, AI Builder, Dynamics 365, Dataverse, Azure AI and Microsoft Foundry. Product capabilities, availability, licensing and consumption are confirmed for the proposed architecture.

Looking for the Right Platform?

Explore the applications, data platforms, and development capabilities that can support your requirements.

Explore All Solutions Explore Microsoft Power Automate Explore Copilot & AI Agents

Start with a Business Task.

Browse practical use cases for payments, subscriptions, portals, approvals, customer communications, and connected operations.

Explore Use Cases

Which Repetitive Task Should Your Team Stop Doing by Hand?

Tell us what your people repeat, which systems are involved and where decisions get stuck. We will help identify a realistic first automation opportunity.

  • A task, document or request handled repeatedly
  • The information and systems it depends on
  • The result you want to improve or measure
Discuss an Automation Opportunity Explore Services