I connect Microsoft 365, ERP, document management systems and reporting solutions so data is entered only once and moves between systems on its own.
Clear integration, document automation and data readiness work for the systems you already use.
Connect ERP, DMS, Microsoft 365 and custom systems so data is entered only once and then moves between systems on its own.
Turn document-heavy intake into a controlled process. AI does the work, people make the decisions: uncertain cases always go to a person, and you can always see who did what and when.
Find the highest-value automation and AI opportunities before committing to a large implementation.
An established service operation needed a clearer path from ticket intake and change records to governed reporting.
Systems: Ticketing platform · Power Automate · SQL Server · Power BI
A document-heavy enterprise landscape needed documents, metadata, approvals and business-system actions to stay aligned across on-premise and cloud boundaries.
Systems: Document management system · ERP / Business Central · SharePoint · Microsoft 365 · SQL Server
A document-heavy B2B intake process needed structured handling for incoming files before information could be reviewed or routed.
Systems: Document intake · PDF processing service · Document analysis and extraction services · Workflow and API test harnesses
A construction-sector client had operational records distributed across an external API and on-premise reporting systems, making cross-project analysis dependent on manual movement.
Systems: External operations API · On-premise SQL Server · Power BI
We define the initial scope, test a focused pilot and expand what proves useful.
For implementation partners
Support for a defined integration, automation, data or AI workstream while you remain the primary partner.
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