Solutions

Less manual work. Clear operating limits.

AI can prepare documents, replies and decisions across your existing systems. These implementation examples show its role, its limits and the checks around each action.

Workflow examples

What AI actually does.

Start with a concrete task. Define what the system can prepare, who checks it and what happens next.

Document operations

From invoice to checked ERP record.

Reduce repeated entry while finance retains approval of what is posted.

Input: A supplier invoice arrives by email.
What AI does: Extract supplier, VAT number, line items, totals and dates into structured fields.
What AI does not do: Change supplier bank details, release payments or post without approval.
Authority: Level 3 — Act with approval.
Human involvement: Finance compares the extraction with the invoice, resolves exceptions and approves posting.
Systems involved: Email, document storage and accounting / ERP software.
Validation: Required fields, VAT number format, totals, dates and duplicate references; discrepancies stop posting.
Action: Create the approved invoice record in the ERP. Payment remains a separate process.
Audit record: Source reference, extraction, model version, check results, approver and ERP response, with agreed retention.

Communication operations

From enquiry to approved reply.

Reduce searching and drafting while your team controls customer commitments.

Input: A customer asks about an order by email.
What AI does: Classify the request and draft a reply using approved order and policy information.
What AI does not do: Promise refunds, change terms or send an unapproved reply.
Authority: Level 3 — Act with approval.
Human involvement: An authorised colleague reviews, edits or rejects the draft before sending.
Systems involved: Email, CRM and order records.
Validation: Check customer access, order references, factual claims and permitted recipients. Missing information goes to review.
Action: Send the approved reply and attach it to the customer record.
Audit record: Source references, draft version, checks, approval, sent message reference and delivery outcome.

Knowledge operations

Find the procedure. Keep its source.

Help employees find approved guidance without widening their access.

Input: An employee asks how to handle a return.
What AI does: Retrieve relevant procedures and summarise them with source references.
What AI does not do: Read restricted departments, change a policy or execute the return.
Authority: Level 1 — Read.
Human involvement: The employee checks the cited procedure; gaps go to the document owner.
Systems involved: Internal knowledge base, document store and company identity system.
Validation: Apply source permissions, check document currency and verify citations. If evidence is missing, return no supported answer.
Action: Present the answer and its sources within the employee’s existing access rights.
Audit record: User identity, authorised source references, model version and response outcome; minimise sensitive query content.

Workflow automation

An approved update reaches the next system.

Remove repeated copying from a narrow, predictable handoff.

Input: An approved internal task status changes in the CRM.
What AI does: No AI is needed for a fixed status mapping; conventional automation handles it.
What AI does not do: Interpret free text as permission, change commercial terms or update fields outside the agreed mapping.
Authority: Level 4 — Automate, for the tested status mapping only.
Human involvement: A process owner approves the mapping and reviews exceptions; individual routine updates need no approval.
Systems involved: CRM and internal task management software.
Validation: Check record IDs, allowed status values and source version. Duplicate events must not create duplicate tasks.
Action: Synchronise the permitted internal status field and create a predefined notification.
Audit record: Trigger, mapping version, checks, target record and result, including retries and failures.

Decision support

A weekly summary you can verify.

Spend less time assembling information and more time reviewing the decision.

Input: Approved operational figures and exception reports for the week.
What AI does: Summarise changes, compare periods and propose questions for investigation.
What AI does not do: Set budgets, approve spending or make staffing decisions.
Authority: Level 2 — Recommend.
Human involvement: The manager checks the figures and interpretation and makes the decision.
Systems involved: Reporting database, ERP exports and internal reporting tools.
Validation: Reconcile totals with source records, check periods and units, and flag missing or conflicting data.
Action: Present a reviewable summary; the person decides whether to share it or act.
Audit record: Source snapshot references, calculation checks, model version, draft and review status.

Operations monitoring

Spot the exception before the handoff stalls.

Make missing information and approaching deadlines visible to the responsible team.

Input: Workflow events, due dates and incomplete records.
What AI does: Group exception descriptions and suggest a likely cause. Rules detect missing fields and deadlines.
What AI does not do: Close incidents, change deadlines or repair records without authorisation.
Authority: Level 2 — Recommend. Predefined internal alerts run through separate rules.
Human involvement: The operation owner reviews the alert, confirms the cause and chooses the response.
Systems involved: Workflow logs, task management and internal notifications.
Validation: Verify the event and deadline against source records; deduplicate alerts and flag uncertain explanations.
Action: Route the rule-based alert and AI suggestion to the named owner.
Audit record: Trigger, source evidence, rule and model versions, alert recipient, acknowledgement and resolution status.

Illustrative implementation examples, not client case studies or measured results. Systems, authority and acceptance criteria are agreed for each engagement.

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