Pilot Projects & AI Implementations
AI Implementations
What to expect
Working Prototype in 4–6 Weeks
Build an MVP (agent, chatbot, classifier, workflow) with your real data to prove value fast
Process & Document Automation
Automate email intake, routing, OCR/extraction, and routine workflows to cut manual effort
Custom AI Agents & Chatbots
Deploy support/voice/chat agents that resolve 60–80% of standard requests automatically
Solution Integration with CRM/ERP/M365
Embed AI where work happens to increase adoption and sustained value
Capture pilot metrics, user feedback, and a documented rollout plan for production
Provide decision support and sparring for leadership to align objectives, governance, and investmen
Working Prototype in 4–6 Weeks
We fix a narrow, valuable scope and deliver an MVP against real data and real constraints. Typical pilots include:
1) A web/WhatsApp chatbot answering the top 50–100 FAQs
2) A voice agent taking after‑hours calls with escalation
3) A document pipeline reading PDFs, extracting structured fields, and pushing results to a review UI
4) A lead‑handling flow that qualifies and sequences follow‑ups.
The sprint plan covers data ingestion, minimal UI, error handling, and a small acceptance test with frontline users. At the end, you have a touchable solution and metrics that build confidence and unlock funding for rollout.
Process & Document Automation
or email/PDF workflows, we set up ingestion (shared mailbox or API), OCR/extraction with confidence scoring, and classification rules to route standard vs. exception cases. A small review dashboard lets staff inspect low‑confidence items, correct fields, and release to downstream systems (CSV/API/ERP). This preserves control while removing repetitive steps. In manufacturing‑style references, this approach validated >90% automation potential and created 300+ hours/month in time savings when scaled — turning multi‑day throughput into hours.
Custom AI Agents & Chatbots
We build agents with a curated knowledge base (FAQ, website, policies) and define guardrails: what the agent can say, how it confirms facts, and when to pass to a human. For voice, we chain speech‑to‑text → reasoning → text‑to‑speech with clear not‑a‑bot policies where required and emergency escalation rules. Real‑world results include 60–80% automated handling for common queries and 75% fewer after‑hours interventions in hospitality‑style scenarios — while maintaining service quality and auditability.
Solution Integration with CRM/ERP/M36
Adoption improves when AI appears inside the tools people already use. We embed actions into CRM/ERP/M365 (e.g., draft emails, extract notes from calls, prefill records) and wire logging/permissions through existing identity. This avoids “yet another tool” fatigue and immediately shortens work steps. Integrations are scoped lightweight for pilots, then hardened during rollout once value is proven.
Validated Path to Scale
Every pilot closes with an evidence pack: performance metrics (e.g., deflection, handling time, accuracy), user feedback, incident notes, and a draft rollout plan covering hardening (retries, monitoring), security/compliance checks, training, and ownership. You make a go/no‑go based on facts, not slides. Where evidence is strong, we scale with minimal rework; where gaps remain, the plan calls out what to fix before production.
