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Data Intelligence & Operational AI

Put AI to Work Inside the Business, on Daily Operations and the Decisions Behind Them.

A forecast needs to inform a plan. An extracted document needs to reach the right process. An answer needs context the reader can use. We bring data intelligence and AI into the decisions and work your people are responsible for.

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A Situation We Hear Often

Follow One Problem from Start to Finish.

This is how the problem usually shows up, and what changes at each step of the fix. Switch to By Service to see the work behind it.

Choose how to explore this offering

Your People Already Use AI. The Business Does Not Yet.

In most companies AI has arrived through individual people, not through the business. Follow where that leaves things, what AI can take on, and how it becomes part of daily work.

Your People Already Use AI. The Business Does Not Yet.

AI Has Arrived, One Person at a Time

  • People use AI tools on their own, without agreed rules

  • The tools cannot see your own data, so the answers stay general

  • Documents are still read and re-keyed by hand

  • A trial looked promising, then did not reach daily work

  • Forecasts live in one person’s spreadsheet

  • It is hard to tell whether an AI answer is right

We start with one job where the time goes, with your people reviewing what AI prepares.

What We Can Work On Here

  • Forecasting & Demand Planning (applies to this view)
  • Anomaly & Pattern Detection
  • Decision Support & Recommendations (applies to this view)
  • Document & Knowledge Intelligence (applies to this view)
  • Business Questions & Knowledge Assistance (applies to this view)
  • Operational AI Workflows
  • Data & AI Architecture (applies to this view)
  • Evaluation & Human Review

Business Questions & Knowledge Assistance

Go Beyond the Number. Ask What Is Behind It.

Ask questions across business records and documents, then examine the measures, comparisons, and source information behind the answer.

Ask Your Business Data

Pick a question an owner might ask. Each answer is a prepared example using sample data, showing how an AI analyst connects the explanation, the chart, and the records behind it.

Choose a Question

Your Question

Why did revenue fall when we completed more orders? Separate the effect of order volume, sales mix, and pricing.

Business Data Assistant

Revenue fell 8.9%, from $900k to $820k, while completed orders rose 10%. The extra orders were lower-value work, while higher-value orders declined.

  1. Volume Increased

    Orders rose from 1,000 to 1,100. At the previous average value, that extra volume would add $90k in revenue.

  2. The Mix Changed

    Higher-value orders fell from 400 to 300; standard orders rose from 600 to 800. At prior prices, that mix shift reduces revenue by $140k against the volume-adjusted baseline.

  3. Realized Pricing Was Lower

    Revenue per higher-value order fell from $1,500 to $1,400, a further $30k reduction. Together: +$90k volume, −$140k mix, −$30k pricing = −$80k.

Revenue by Order TypeCurrent Period · Compared with the Prior Period
Higher-Value
$420k
Down 30%Was $600k
Standard
$400k
Up 33%Was $300k
Records Behind the Answer

Completed orders, order categories, invoice line values, and realized revenue per order for two equal periods. Higher-value orders: 400 × $1,500, then 300 × $1,400. Standard orders: 600 × $500, then 800 × $500.

What Should We Check Next?

The records show where revenue changed, but not why demand or pricing changed. Compare customer groups, availability, and discounts before deciding what to change.

Scope of Work

What We Can Work On Here

Each of these can be a project on its own or part of a larger one. We start with the one your situation calls for.

Case Studies

See This Work in Practice.

Real projects in this area: the business problem, what we built, and what changed.

~10%
Need manual review, down from all submissions
<1 Min
Per typical single page, down from hours or days
20×
More documents processed per day

Logistics & Supply Chain

How a Freight Business Stopped Reviewing Every Document by Hand.

A freight settlement business moved from manual paperwork to automated extraction, evidence checks, and structured results. The supplied estimates put manual review at roughly 10% of submissions, with typical single-page processing under a minute.

1–2 Days
Time to deliver a fix, down from a two-week sprint cycle
40%
Reduction in the development backlog
<1 Hr
Development and QA for minor fixes, down from 5–6 hours

Development Workflows

How a Software Team Went from Two-Week Releases to Fixes in a Day or Two.

A client needed a better way to move everyday software requests from the business to its development team. We connected request intake, task tracking, AI-assisted code changes, and developer review, moving from a two-week sprint cycle to releases in 1–2 days.

View All Case Studies

How We Work

How We Approach the Work

Choose a decision or task with a clear purpose. Assess the information available, define useful and unacceptable outputs, and connect evaluation and review to the process before expanding its role.

  1. Choose One Decision or Task

    Something with a clear purpose and a person who owns it, such as a forecast that feeds a plan or a document that feeds a process.

  2. Check What the Information Can Support

    We look at the records you hold before promising a result, so you know what they can reliably show.

  3. Agree What Useful and Unacceptable Look Like

    The outputs that help, and the ones that must never happen, are defined with your team and tested against real examples.

  4. Put It inside the Work, with Review

    The result lands in the right record, task, or approval, and a person reviews what the consequences call for. Its role grows once it has proved itself.

Measuring It

What Useful Progress Looks Like

  • The output helps with the decision or task it was built for.
  • You know which errors remain and how much review they need.
  • Someone can trace the information used and correct the result.
  • It stays useful as the inputs change.

These questions help define the improvement with your team and the measures appropriate to the engagement.

What It Looked Like in One Project

~10%

Need manual review, down from all submissions

Read the Case Study

For Technical Leaders

Technical Considerations

Technologies We Work With

These are the platforms and tools we use most for this work, and we are not limited to them.

Where Do Your Systems Run?
AI Models
  • Claude
  • OpenAI
  • Gemini
  • Llama
  • Mistral
  • Hugging Face
  • Amazon Bedrock
AI Agents
  • Vercel eve
  • LangGraph
  • LangChain
  • Vapi
  • Amazon Bedrock Agents
Document Intelligence
  • Amazon Textract
Knowledge & Retrieval
  • PostgreSQL pgvectorRDS
  • Elasticsearch
  • Snowflake Cortex
  • Amazon OpenSearch Service
Forecasting & Machine Learning
  • Python
  • scikit-learn
  • PyTorch
  • MLflow
  • Snowflake
  • Databrickson AWS
  • Amazon SageMaker

If your business runs on a different stack, we adapt to it and build on what you already have.

How It Connects

Reporting and business analytics explain performance and its causes. Data intelligence extends into prediction and decision assistance, while operational AI brings interpretation into the work itself. Rules-based automation can execute the next step, with governance defining what is permitted.

When a Smaller Change Is Enough

An existing report, deterministic rule, or standard feature may handle a straightforward need. The method should fit the information and the task.

A Useful Starting Point

Common Questions

Is our business information safe when we use AI?

What the AI may read is decided first, and it follows the access rules your people already have. Sensitive details can be held back before anything reaches a model, and the choice of model and where it runs takes the sensitivity of the information into account.

What happens when AI gets something wrong?

The workflow needs a way to identify uncertainty, correct errors, and prevent an unchecked result from triggering an inappropriate action. Review requirements depend on the task and its consequences.

Can AI take action in our systems?

Where the interfaces support it, AI can prepare or initiate actions within agreed permissions, checks, and approvals. The scope depends on the consequences of the action.

Do we need AI for this, or would something simpler do?

Sometimes a report, a clear rule, or a standard feature handles the need, and we will say so. Forecasting and anomaly detection often use established analytical methods, not a generative model. The method should fit the information and the task.

Who owns the models, the prompts, and the data?

You do, always. The data, the prompts, the evaluation sets, and the code we build belong to your business, and they stay with you if the engagement ends.

Tell Us Which Decision or Task Needs Better Use of Your Information.

Share the problem, its business impact, and any systems or constraints involved. We can work from the business context, the technical detail, or both.