Business automation
& Integrations

Automated Document Management & Reporting

In many SMEs, document flows are still paper-based or split across email threads, shared folders, and ad-hoc spreadsheets. This fragmentation causes duplicated versions, manual copy-paste work, reconciliation delays, and audit risk. We formalize a canonical schema for each document type and automate the full lifecycle — from draft → review → approval → recording — so that every state transition is deterministic and observable. Each transition emits an event that updates reports and ledgers in real time, removing the need for manual updates.

Mechanism: deploy Document Management / Enterprise Content Management (DMS/ECM) policies, e-signature workflows, retention and tagging rules, policy engines for access control and PII handling, and event hooks that write to analytics.

KPI: touch time per document, approval latency, exception rate, audit compliance score.

Workflow Orchestration with Clear Ownership

Multi-step processes (e.g., onboarding, order → pick-pack-ship, incident → resolution) often degrade because handoffs are informal, ownership is unclear, and timers/escalations are missing. The result is SLA breaches, rework, and slow decision-making. We model the process as a finite state machine with an explicit owner per state, entry/exit criteria, timers for escalation, and compensating actions for failure paths. This makes responsibility and progress unambiguous.

Mechanism: Integration Platform as a Service (iPaaS) for cross-app actions (e.g., Boomi, Make, Workato), Business Process Model & Notation (BPMN) engines (e.g., Camunda) for stateful flows, idempotent job handlers, service catalogs, and queueing. For interfaces, we use API gateways (Kong/NGINX), and for events — reliable brokers (Kafka/RabbitMQ).

KPI: cycle time, on-time completion %, rework rate, SLA breach rate.

Systems Integration with a Single Source of Truth

Customer data sits in the CRM, financial data in the ERP, operations in WMS/POS, and payments elsewhere. Without a system of record per entity, conflicts arise and analytics drift. We assign a system of record for each entity (Customer, Order, Inventory, Payment), publish change events, and validate payloads against versioned data contracts. Downstream systems subscribe rather than poll, which keeps them synchronized.

Mechanism: event buses and Change Data Capture (CDC) (e.g., Debezium), schema registries, API gateways, and contract tests in CI. We implement publish/subscribe and enforce schema evolution policies to prevent silent breaking changes.

KPI: data freshness index, forecast error (MAPE), decision latency.

Real-Time Operational Synchronization

Decisions degrade when data is stale — sales forecasts misalign with stock; finance chases outdated receivables. We stream operational events into near-real-time models so each function sees current facts. Where coupling would add fragility, we deliberately decouple via streams and read-models rather than point-to-point integrations.

Mechanism: streaming pipelines, incremental aggregates, alerting SLOs for drift/anomalies, and rollback plans for configuration changes.

KPI: data freshness index, forecast error (MAPE), decision latency.

Artificial Intelligence

AI-Augmented Request Handling & Routing

Support and back-office queues slow down because triage is manual, categories are inconsistent, and tickets bounce between teams. We automate the intake by extracting entities, intents, and priority, then route to the lowest effective-cost resolver under SLA. Ambiguous or high-risk cases go human-in-the-loop.

Mechanism: transformer-based NLU for intent/entity extraction; supervised classifiers for category/priority; skill-based routing integrated with ITSM/CRM; guardrails for policy enforcement (allowed actions, PII masks).

KPI: First Response Time (FRT), First Contact Resolution (FCR%), misroute %, queue wait time, escalation rate.

Knowledge-Grounded Virtual Agents

Users expect instant, correct answers that reflect your policies. We deploy virtual agents that are grounded in your knowledge rather than free-form. Answers are produced via retrieval-augmented generation (RAG) from curated sources (KB, SOPs, policy docs) with style constraints and audit logs.

Mechanism: vector search over verified content, prompt templates with function calling, response validators, fallbacks to human agents, and continuous evaluation with quality scorecards.

KPI: containment rate (resolved without human), quality score (rubric-based), policy violation rate, CSAT.

Conversation Intelligence → Operational Insight

Valuable signals are buried in transcripts and emails: churn drivers, recurring defects, unmet intents. We convert unstructured conversations into actionable analytics and feed them back into operations and product.

Mechanism: auto-summaries, topic mining, sentiment/effort modeling, outcome attribution, cohorting by issue, and alerting on emerging themes; connectors to BI for closed-loop reporting.
KPIs: stakeholder usefulness ratings, action adoption rate, churn/retention deltas, reduction in repeat contacts.

KPI: PII masking, audit logs, prompt/response filters, drift monitors, red-team tests, rollback plans.

Marketing Solutions

Closed-Loop Revenue Attribution

Marketing often measures clicks while sales measures bookings; without alignment, budgets drift. We connect spend → leads → pipeline → revenue so channels are judged by incremental contribution, not last-click myths.

Mechanism: robust UTM discipline, server-side/offline conversions (e.g., ad platform CAPI), audience sync, identity resolution and deduplication, and write-backs from CRM/ERP to ad platforms.

KPI: attribution coverage %, CAC by channel, conversion by cohort, incremental ROAS.

Automated Lifecycle
Nurture & Sales Playbooks

Leads stall when follow-ups are inconsistent and SLAs are unclear. We operationalize event-driven sequences with segment-specific playbooks and scoring so that the right touch happens at the right time through the right channel.

Mechanism: trigger-based journeys across email/SMS/ads/CRM tasks; lead scoring models; playbooks per segment; SLA timers and task queues for reps.

KPI: MQL→SQL lift, time-to-first-meeting, win rate, no-touch lead %.

Budget Optimization
Under Constraints

Flat budgets demand better allocation, not more spend. We model channel response and diminishing returns, then pace and rebalance to maximize marginal ROI.

Mechanism: media mix modeling (MMM) and experiment-driven incrementality, bid/pace controls, budget caps, and constraint-aware optimizers that shift spend based on predicted uplift.

KPI: ROI uplift vs. control, wasted spend %, cost per incremental conversion.

Big Data & Analytics

Data Foundation & Governance

Analytics fail without trustworthy data. We create a governed foundation that fuses internal systems with compliant external/OSINT sources through ELT and strict quality gates (completeness, consistency, uniqueness).

Mechanism: schema-first pipelines, data contracts, cataloging and lineage, access policies, and freshness SLAs; scheduled backfills and anomaly alerts.

KPI: data quality index, match rate, freshness SLA adherence.

Customer Intelligence & Segmentation

Broadcast messaging wastes budget. We build segments that reflect value and behavior rather than vanity demographics, and we keep them stable across time.

Mechanism: RFM scoring; k-means or hierarchical clustering; persona synthesis with leakage tests; activation hooks into CRM/ad platforms/CDP.

KPI: segment purity/stability, lift in CTR/CVR, cross-sell/upsell rate.

Market Sensing, Trend Detection & Forecasting

Winning niches are discovered by measuring both demand and supply, then acting before competitors. We detect white space, quantify momentum, and forecast outcomes to guide launches and inventory.

Mechanism: demand signals (search/social), supply signals (catalogs/pricing), anomaly detection, time-series models (SARIMAX/Prophet), and leading-indicator tests (e.g., Granger causality).

KPI: validated niche count, time to first revenue in niche, MAPE/SMAPE, alert precision/recall.

Business Intelligence

Making Business Data Truly Actionable

Problem 1
— Data Overload Without Clarity
Every business, even a small one, generates large amounts of operational data: customer counts, average check sizes, service times, response delays, error rates, supplier costs, team productivity, and more. However, most leaders cannot easily interpret this data, and even seasoned specialists inside the company often fail to notice obvious inefficiencies. Without structured analysis, important signals remain hidden.

Problem 2
— Effort Wasted on the Wrong Areas
Not all data points deserve equal attention. Improving what already works well brings little marginal value, while ignoring underperforming KPIs causes productivity and profitability to stagnate. The absence of consolidated analytics prevents leaders from clearly distinguishing between strong areas and weak ones.

KPIs:

Visibility Coverage: % of business processes represented in dashboards.
Time-to-Insight: latency from event to managerial report.
Actionable KPI Identification Rate: number of weak/problematic KPIs flagged.
Improvement Outcomes: productivity delta after targeted interventions.
Financial Impact: uplift in margin or revenue attributable to BI-driven changes.

Solution — Consolidated, Comparative Analytics

We provide managers with unified reporting and analytics that highlight where performance is strong and where critical gaps exist. By consolidating information from accounting systems, CRMs, sales tools, warehouse management, and document workflows, we enable executives to see relationships across departments and functions. Dashboards are built with clear benchmarks: indicators in the “green zone” require no immediate action, while those in the “red zone” demand attention.

Mechanics: automated consolidation pipelines (ETL) from all operational systems; normalization of KPIs into a unified schema; benchmarking against industry averages; anomaly detection for hidden risks; dashboards with drill-down by department, team, or individual employee.

Business automation & Integrations