What’s included in the package:

01 — AI Agent Design & Strategy

 

Where you are now: you know AI can automate interactions and processes in your business, but you don’t know where to start — which use case to pick, which AI model fits, and how to define the agent’s boundaries.

 

What you get:

🔹 Business use case analysis and conversation flow mapping

🔹 AI model selection: Microsoft Copilot Studio, Claude (Anthropic), or Azure OpenAI

🔹 Agent persona definition: tone, purpose, knowledge boundaries, and escalation rules

 

02 — Knowledge Base & MCP Integrations

 

Where you are now: your AI agent only responds from generic memory — it has no access to your company’s actual documents, procedures, and data, and cannot interact with your existing systems.

 

What you get:

🔹 Knowledge base setup: SharePoint, uploaded documents, internal wikis

🔹 MCP (Model Context Protocol) connectors to internal systems: ERP, CRM, HR, DMS

🔹 Secure data access: read/write actions via MCP tools on existing business systems

 

03 — Deployment & Security

 

Where you are now: an AI agent without proper security and access configuration can expose sensitive data or respond outside the permitted perimeter — without SSO, RBAC, and end-to-end testing you can’t launch with confidence.

 

What you get:

🔹 Deployment on Teams, web embed, or internal portal

🔹 SSO, RBAC, and data loss prevention (DLP) configuration

🔹 End-to-end conversation testing and validation of fallback and escalation flows

 

04 — Go-Live & Hypercare Support

 

Where you are now: after launch an AI agent can drift — incorrect responses, missed escalations, or low team adoption if there is no active monitoring and post go-live support.

 

What you get:

🔹 AI agent go-live with monitored rollout and user adoption session

🔹 Compliance, security, and business process alignment verification

🔹 Hypercare support: 10 hours / 2 weeks

What’s included in the package:

01 — Process Analysis & Platform Selection

 

What you do now: employees spend hours on repetitive tasks — data entry, order processing, invoicing, reporting — without knowing which of them can be automated and which platform is the right fit.

 

What you get:

🔹 Identification of repetitive process candidates: order processing, invoicing, procure-to-pay, social media posting, reporting

🔹 ROI calculation and automation candidate scoring

🔹 Platform selection: Power Automate, n8n (open-source flows), UiPath (enterprise RPA), or AI Agents

 

02 — Flow Automation & AI Integration

 

What you do now: processes between applications are handled manually — data is copied from one system to another, emails are processed manually, and the CRM is not synchronized with the rest of the applications.

 

What you get:

🔹 Bot / flow development: order management, payment processing, data entry, and file routing

🔹 Social media auto-posting, email parsing, and CRM data synchronization

🔹 AI steps: document extraction (OCR + AI), intelligent classification, anomaly detection

 

03 — Independent & Scheduled Execution

 

What you do now: automated processes should run without human intervention — but without monitoring, auditing, and exception handling, you can’t confidently let the robot work on its own.

 

What you get:

🔹 Unattended execution (24/7, zero human intervention) or Attended execution (human-in-the-loop, triggered from desktop)

🔹 Trigger-based or scheduled execution: time, event, API webhook

🔹 Exception handling, alerts, and audit logs for full traceability

 

04 — Go-Live & Hypercare Support

 

What happens now: after implementation an RPA robot can drift — processes change, unexpected errors occur, and without active monitoring the automation becomes a problem rather than a solution.

 

What you get:

🔹 Deployment, monitoring, and performance validation

🔹 Compliance verification, standardization, and alignment with business processes

🔹 Hypercare support: 10 hours / 2 weeks + optional ongoing support packages