Exceptions are handled by hand
Orders, invoices and requests that fall outside the standard path wait for someone to investigate. Each one involves several systems.
AI FOR OPERATIONS
Operations run on exceptions, approvals and queries that cross team boundaries. We help you decide which of that work AI should handle and which controls stay with people. Then we build the agents, automations and integrations, and evidence the gain.
The problem
Most operational delay is not in the work itself. It is in the waiting between steps.
Approvals stall
Requests sit in inboxes with no clear owner or deadline. Nobody can see where a decision is held up.
Systems do not connect
Teams copy information between applications to keep work moving. Errors and rework follow.
Controls slow everything down
Compliance checks are manual and applied late. Leaders have to choose between speed and assurance.
Blueprint
A shared picture for operations, finance, technology and risk. It makes clear what AI may do and what it may only recommend.
05
Experience
Where employees, suppliers and customers meet the AI.
- Slack channels
- Employee portal
- Supplier portal
04
AI agents and assistants
The agents, assistants and automations that take on defined operational work.
- Agentforce agents
- Custom MCP servers
- AI assistants
- AI-driven automations
03
Trust and guardrails
The controls that keep AI inside policy.
- Delegated authority
- Segregation of duties
- Policy checks
- Audit trail
02
Data
One governed view across orders, suppliers and people.
- Order records
- Supplier profiles
- Policy documents
- Process metrics
01
Systems of record
The sources the AI reaches through governed integrations.
- Finance and resource planning
- Supply chain
- People systems
- Salesforce records
Use cases
We look for work that is frequent, rule-based and slowed by handoffs, then build the strongest candidates first. These six are common starting points.
Order exceptions
An AI agent investigates a held order, identifies the cause and proposes a fix. An operations lead approves anything that changes price, credit or commitment dates.
Approvals routing
An agent checks a request against policy, gathers the supporting facts and routes it to the right approver. The decision always rests with the approver.
Governed access for AI assistants
We build custom MCP servers (Model Context Protocol) so the AI assistants your teams already use can read records and take approved actions under permission rules. Every action is logged.
Supplier queries
An agent answers supplier questions on orders, invoices and payment status from the records. Disputes pass to the procurement team.
Compliance checks
An automation tests transactions against policy as they happen and flags the ones that fail. A compliance officer reviews and decides each flagged item.
Operational reporting
An assistant prepares regular operational summaries and explains movements in plain language, alongside Tableau dashboards. Managers interpret and act.
Workflow
One example of AI removing the waiting time around an operational exception.
- 01
Order on hold
An order fails a credit or stock check.
- 02
Order context
Order, account and stock records are gathered through MuleSoft integrations.
- 03
Operations agent
Finds the cause and proposes a resolution within policy.
- 04
Operations lead
Approves the change to terms or dates.
- 05
Order released
The order proceeds and the customer is informed.
Illustrative views
Sample screens with sample values. They show how an operations leader could follow speed and control side by side.
Operations AI performance
Sample quarter
Exceptions cleared by AI agent
52%
Approval cycle time
1.4 days
Policy checks passed
97%
Supplier queries resolved
68%
Exceptions cleared within one working day
- Order exceptions71
- Approvals routing64
- Supplier queries58
- Compliance checks47
Order exception
Slack channel
System. Order placed on hold. Requested quantity exceeds available stock at the primary warehouse.
Operations agent
I have checked the alternatives. The second warehouse can cover the shortfall, with a later arrival for part of the order. A split shipment keeps the first commitment date.
Operations agent
A split shipment changes the agreed terms, so it needs approval. I have attached the order, the stock position and the cost difference.
Operations lead
Approved. Go ahead with the split and let the customer know the revised date for the remainder.
Operations agent
Done. The order is released, the customer has been notified and the record shows who approved the change.
- Identified hold reason
- Checked alternative stock
- Requested approval
- Released order
Both views are illustrative. Values are samples, not client results.
Outcomes
Speed and control are measured together. Baselines and targets are agreed with you, not assumed.
Targets are set with each client against their own baseline.
Exception cycle time
How long an operational exception takes from detection to resolution.
Approval turnaround
The time a request spends waiting for a decision.
Straight-through rate
The share of transactions completed without manual intervention.
Control compliance
How consistently transactions meet policy, with evidence available for audit.
Cost per transaction
The effort and cost required to process a unit of operational work.
Time to production
How long it takes to move from decision to a governed AI agent or automation handling real work.
Approach
We advise and we build. Strategy and the business case come first. Design, build, launch and measurement follow.
01
Discover
We trace where work waits: exceptions, approvals and queries, and the systems and controls involved in each.
Outputs
- Process and handoff review
- AI readiness assessment
- Opportunity longlist
02
Define
We prioritise the use cases by frequency, value and control risk, and set out the business case.
Outputs
- Prioritised use cases
- Business case
- Success measures
03
Design
We design and build the agents, automations and integrations, with delegated authority and controls set for each.
Outputs
- Solution design
- Working agents and integrations
- Control and authority rules
04
Direct
We launch in stages with your operations teams, report on risk and control, and measure value against the business case.
Outputs
- Staged launch plan
- Risk and control reporting
- Value tracking
Start with a conversation. We will tell you plainly whether there is a case.