AI and automation

Data and reporting systems

Create one reliable view of the information your organization uses to make decisions.

Good-fit situations

Two reports answer the same question differently.
Staff maintain private spreadsheets because they do not trust the shared dashboard.
Monthly reporting takes days of manual work.
The necessary data exists but is spread across several systems.
Key terms such as customer, active account, order, or completion have no shared definition.

Process

Agree the definitions first
Most reporting disputes are definition disputes wearing a technical costume. Settle what counts as a customer before designing the report.
Identify the authoritative source
For each field, one system is the record of truth and the others defer to it.
Reconcile and integrate
Bring the data together with the reconciliation rules written down rather than held in someone's head.
Report on decisions
Build the smallest reporting set that changes a decision or an action.

Situation.: Duplicate and incomplete customer records had accumulated in a CRM, so reporting built on that data could not be trusted.
Work.: Built a recurring workflow that identifies duplicate and incomplete records using agreed business rules and routes them for review.

Workflow automation
Routine work that moves without manual re-entry.
AI agents
Bounded assistants with sources, review, and escalation.
Custom internal applications
Focused software for a process products cannot support.

Describe the task, the systems involved, and who is responsible for it today. That is enough for a first conversation.