What We've Built

Real Operational AI Engagements

These aren't proofs of concept. Every engagement below shipped to production, is running today, and is delivering measurable results for enterprise teams.

AI AgentsOperations

Inquiry Handling Agent

Large Social Media Company

Python-based agent that automatically resolves routine Salesforce cases for sellers and sales coordinators. Cuts human review time on straightforward questions.

  • Handles routine cases for Sellers and Sales Coordinators
  • Cuts human review of new cases with obvious or easy answers
  • Grounded in 4 sources: Training Runbooks, Previously Resolved Cases, Resolved Slack Chats, and a living Q&A Document
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RAGEnterprise Data

Private Data RAG Chatbot

Finance Firm

Internal chatbot giving employees natural language access to private company docs and client data, without sending anything to public models.

  • Ingests internal Snowflake and SharePoint/OneDrive company data
  • Employees chat with private company docs and client data
  • Langchain framework + pgvectorscale vector DB
  • Arize Phoenix for observability and evals
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AI AgentsProductivity

AI Executive Assistant for All Employees

Enterprise

Personal AI agents for every employee accessible via Slack, Teams, or WhatsApp. Security hardening, sandboxing, and ZDR endpoints ensure no company data leaves your environment.

  • Personal AI agents for all employees
  • Accessible via Slack, Teams, and WhatsApp
  • Additional security hardening, sandboxing, and proxies/relays
  • Deployed on AWS Bedrock / Azure Foundry / GCP Vertex with Zero Data Retention endpoints
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Business Process AutomationFinancial Services

Automated Client Onboarding

Wealth Management Firm

End-to-end automation of a manual multi-step onboarding process. Triggered from Salesforce, runs through Schwab and Fidelity portal setup, with human review before final submittal.

  • Removes many manual steps using Microsoft Power Automate
  • Triggered via Salesforce New Client Creation event
  • Automatically sets up clients in Schwab and Fidelity portals
  • Human-in-the-loop review before final submittal to catch any errors
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AI InfrastructureGovernance

Firmwide AI Control Plane

Large Accounting / Audit Firm

Kong API Gateway routing all firmwide LLM calls with intelligent auto-routing by cost and capability. Gives the firm centralized visibility and governance over every AI request.

  • All firmwide LLM calls routed through Kong API Gateway
  • Auto-routing of model selection based on cost vs. intelligence requirements
  • Centralized visibility, logging, and governance across all AI usage
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AI for Dev TeamsEngineering

AI-Native Engineering Workflow

Large Networking Company

Automated code review agents integrated into GitHub Enterprise. Branch hooks and auto linting run on every pull request before merge.

  • Automated Codex review agents added to GitHub Enterprise workflows
  • Branch hooks trigger AI review on every pull request
  • Auto linting checks enforce code standards before merge
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AdvisoryStrategy

AI Assessment & Blueprint

Cross-industry

A structured discovery engagement that interviews your team and delivers a complete AI roadmap: ranked use cases, architecture diagrams, written policy, and a 90-day plan with pricing.

  • Interviews with subject matter experts across the organization
  • Top 5 AI use cases ranked by ROI and feasibility
  • Before/after architecture diagrams
  • Implementation roadmap
  • Written AI policy and risk/governance model
  • Recommended first implementation with 90-day plan and pricing
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