Insights
How operational work gets automated, in practice.
Written for the people who own the workflow: what agentic AI actually does inside a quoting or order process, where it stops, what it needs from your systems, and how to tell a real deployment from a demonstration.
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Everything we have published
Agentic AI
05Chatbots answer. RPA repeats. Agents decide.
Three technologies that get compared as if they were alternatives, separated by the only question that matters: what can each one finish without a person?
December 16, 20257 min readWhat an AI agent needs from your ERP, and what it does not.
The integration questions that decide a deployment: which reads it needs, which writes it is trusted with, and why copying your data somewhere else is the wrong starting point.
November 4, 20257 min readExtraction is the easy part of document processing.
Why accuracy scores on field extraction tell you almost nothing about whether a document workflow will actually run without a person.
October 14, 20257 min readWhere the agent stops is the most important design decision.
Approval thresholds set the line between an agent that saves hours and one that commits your business to something it should not. How to place that line deliberately.
September 30, 20256 min readWhat agentic AI actually does in a business operation.
The difference between a model that answers and an agent that finishes the job, and what has to be true of your operation before either is worth deploying.
September 16, 20259 min read
Workflow automation
06Most of purchasing is chasing. That part can be automated.
Buyers spend their days issuing requests, following up and normalizing offers that arrive in six different formats. None of that is the part they were hired for.
May 19, 20266 min readFive automation tools is five integration projects.
The case for putting every agent on one foundation, and the specific costs of not doing so once the second workflow arrives.
April 28, 20266 min readThe internal relay is the reason answers take two days.
Most B2B customer requests are answered by someone who has to ask someone else. That relay, not the question, is what makes response times bad.
April 14, 20266 min readAutomating invoice processing without loosening a single control.
Accounts payable is the most rule-governed workflow in the business, which makes it ideal for automation and unforgiving of shortcuts.
February 17, 20267 min readCustomer purchase orders should not be keyed by hand.
Order entry is the most mechanical workflow in most operations and one of the most expensive to get wrong. What automating it properly requires.
December 2, 20256 min readFrom an RFQ in the inbox to a quote worth sending.
Quoting is where B2B sellers lose deals to response time. A step-by-step account of which parts of the process an agent can take over and which it cannot.
November 18, 20257 min read
Industry operations
04Most proposal work is assembly, not writing.
In B2B services the billable people are the ones assembling documents. Separating the assembly from the thinking is where the time is.
September 8, 20265 min readIn logistics, the same question arrives a thousand times a day.
Status, documents and exceptions make up most of a logistics service desk, and only the third category needs a person.
July 14, 20265 min readManufacturers sit between two streams of paperwork.
Customer RFQs and orders on one side, supplier quotes, confirmations and invoices on the other, and sales, purchasing and finance moving information between them.
June 2, 20265 min readIn distribution, the product is the answer speed.
Distributors sell what other people make, which means service is the differentiator and inside sales capacity is the constraint.
March 10, 20265 min read
Implementation
05A business case that survives the finance review.
How to model the return on an operational AI deployment using numbers from your own systems, and which common claims will not survive scrutiny.
August 11, 20266 min readBuild it, license a platform, or adapt something already built.
The three options are usually compared on price. They differ more importantly in who does the work and who carries it in year three.
June 23, 20266 min readThe first workflow decides whether there is a second.
A practical method for picking where to start, and the four tempting choices that quietly kill AI programs in their first year.
March 24, 20266 min readWhat to ask before an agent can write to your ERP.
A review checklist for security and IT: deployment boundary, permissions, the log, and the answers that should stop an evaluation.
February 3, 20267 min readWhat the AI Act and GDPR ask of an agent that processes orders.
A practical orientation for operations and compliance teams: which obligations attach to back-office agents, and what to document before deployment.
January 20, 20266 min read
The fastest way to find out is to look at one of your workflows.
In a Workflow Review we trace a real request from the inbox to the system it ends in, and say plainly which part an agent could take over first.
Start with one workflow
Fixed scope for the first workflow, agreed before we start. Expansion is your decision once it proves value.
How it worksSecurity, stated plainly
Where the agents run, what they can and cannot do, and exactly what we do and do not claim.
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