Less coordination. Earlier visibility. Control stays with you.
An agentic system takes over the repetitive work between your ERP, email and documents. Your people approve and handle exceptions; management sees what is done and what is waiting for a decision.
This is a solution designed around your process. We start with a defined part of the work and expand it after testing the results.
- Capacity for further growthPeople's time moves from retyping and chasing to checking and customers.See an example
- Decisions ahead of timeWarnings about delays or risks arrive with their inputs, not at the next meeting.See the overview
- Clear accountabilityEach area has a named owner. You can trace what the system did and what a person approved.How control works
An initial 30 minutes on one of your processes. For leaders of companies with more than 300 employees.
It pays off when work passes through many hands.
For companies with more than 300 employees where orders, invoices and reports pass through several people and systems.
- The same steps repeat every day: retyping, matching, chasing.
- Your ERP and other tools stay; replacing them is not a requirement.
- Management wants more visibility and control, not less.
When it does not: one-off tasks or a process without an owner.
Your systems stay. Agents take over the work between them.
Choose an industry and follow one case from the first input to a person's decision. Each agent has one area of work and a responsible owner.
Select an agent, a role or your systems to see the detail.
Real case · manufacturing company, anonymised
Model map · typical logistics company
Model map · administration of a typical company
9 agents · 2 already working · 7 in preparation · 6 roles · 8 systems
8 agents · example design · 5 roles · 6 systems
8 agents · example design · 5 roles · 6 systems
Walkthrough example
From enquiry to period-close groundwork
From order to invoice for approval
From incoming invoice to management overview
step where a person decides
Walkthrough example · an illustration of how a case moves through the agents, not a record of operations. Two agents already work; we are preparing the rest.
Walkthrough example · model map, no agent works here yet.
Walkthrough example · model map, no agent works here yet.
All agents (9)
Agents
Responsible people
All agents (8)
Agents
Responsible people
All agents (8)
Agents
Responsible people
Legend and detail
- Your systems · the ERP, email and documents you already have
- Agent for an area of work · one workstream, one owner
- Already working · the agent does this work today
- Highlighted agent · where the selected agent hands over its result
- Responsible people · who owns and approves the agent; a role can be selected
You can see where an order stands.
An order or invoice usually passes through several people and systems. Each case shows the work done, what is missing and the person who has to decide. Alerts go to a specific owner.
The individual activities follow on from one another. The result of one step becomes the input for the next, so people do not have to chase and organise every hand-over by hand.
Example: an incoming order Example without real data
You keep your ERP. We build on what you have. We work on Microsoft Dynamics 365 Business Central; before implementation we verify data and interfaces, for other systems too.
Have a process like this? Let's go through it in 30 minutes.
From hours worked to invoicing closed.
The system prepares and checks. It performs permitted steps under agreed rules; a person approves sensitive steps. The specific steps and permissions are set according to the company's processes.
ERP, CRM, documents, email. Each data type has one authoritative source.
Invoicing, finance, sales, purchasing. They pass results to each other on one case.
Approve, resolve exceptions and set what the agent may do without them.
Contract · monthly invoicing
Example without real dataWhat the system handles: Loads the hours worked and assigns them to the contract.
Where a person steps in: Adds details that are not in the available sources.
What the system handles: Finds discrepancies and prepares them for a decision.
Where a person steps in: Confirms the findings or corrects them.
What the system handles: Prepares the invoicing data and related documents.
Where a person steps in: Adds extra work and approves the proposal.
What the system handles: Carries out the approved steps in the ERP and follow-up tasks within its permissions.
Where a person steps in: Decides on exceptions outside the agreed rules.
What the system handles: Matches the incoming payment and records the outcome of the case.
Where a person steps in: Resolves any mismatch if the case cannot be closed.
At every point you can trace what the system did and what a person approved.
Example without real data- 01systemHours loaded and assigned to the contract.
- 01personMissing details added.
- 02systemDiscrepancies prepared for a decision.
- 02personFindings confirmed.
- 03systemInvoicing data prepared.
- 03personExtra work added, proposal approved.
- 04systemApproved steps carried out in the ERP.
- 04personException decided.
- 05systemPayment matched, outcome recorded.
- 05personMismatch resolved, case closed.
Show as a table
| Step | What the system handles | Where a person steps in |
|---|---|---|
| Inputs | Loads the hours worked and assigns them to the contract. | Adds details that are not in the available sources. |
| Check | Finds discrepancies and prepares them for a decision. | Confirms the findings or corrects them. |
| Proposal | Prepares the invoicing data and related documents. | Adds extra work and approves the proposal. |
| Execution | Carries out the approved steps in the ERP and follow-up tasks within its permissions. | Decides on exceptions outside the agreed rules. |
| Closing | Matches the incoming payment and records the outcome of the case. | Resolves any mismatch if the case cannot be closed. |
The agent does only what you allow.
For each activity you decide in advance what the agent may do without you: read, propose, perform a permitted action or pass it to a person for approval. A person always approves sending a payment.
What the agent may do without you
Monitors Reads, checks and flags issues. Does not change records. Example: watches order deadlines in the ERP and flags delays.
Incoming invoice
- Invoice checkSystem does it
- ProposalDone by a person
- Recording the outcomeDone by a person
- Next stepDone by a person
- Sending the paymentAlways approved by a person
At every level, an unclear situation goes to a person.
Sensitive steps, such as sending a payment, stay under human approval.
A new or unclear situation goes to a person. Further limits are set according to impact, data sensitivity and how easily a step can be corrected. More autonomy only after proven results and with the owner's consent. Any automated process can be paused.
See the finished work and the decisions waiting for you.
Status of each area, proposals awaiting approval and case history in one place. For each decision it is clear what it is based on and who is responsible.
We measure benefit against the starting point; see FAQ “How will we know the benefit?”
Lead time for decisions. With visible assumptions.
A warning that a contract may make a loss or cash flow may get tight is an estimate with its inputs and assumptions. It triggers nothing on its own; management decides.
Management overview Example without real data
Waiting for you
- Contract invoicingProposal for approval
Nothing is waiting for your decision.
In progress
- OrderCheck
- Customer requestExecution
Done
Nothing yet.
Case history
- Contract invoicing · proposal waiting for you
- Customer request · proposal approved: you
- New cases in the overview
Show estimate
- Inputs
- hours worked and the contract in the ERPinvoices and payments in the ERP
- Assumptions
- hours worked continue at the current pace
- the contract scope stays unchanged
- customers pay according to their usual payment terms
- spending follows the approved plan
Estimate · assumptions shownA warning, not authorisation to act
Want this overview on your own data?
We start with selected work. We expand based on results.
The first step is a 30-minute call. Every further step is your decision.
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We go through one specific process and the available data.
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With management we map processes and hand-overs. The output is a map of opportunities.
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We verify data, connections, rules and exceptions, and test the solution with the team.
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We measure results and add further activities based on proven benefit.
Activity map · Example without real data
- specific process
- available data
- processes
- hand-overs
- map of opportunities
- data and connections
- rules and exceptions
- testing with the team
- measured results
- further activities
- proven benefit
What leaders ask most often.
01Do we have to change our ERP?
02What if the system gets it wrong or is not sure?
03What about data and access?
04Do we have to introduce everything at once?
05How will we know the benefit?
06Is it an off-the-shelf product, and what does it cost?
Which repetitive work could the system take over in your company?
In 30 minutes we go through a specific process, the available data and the rules the solution must respect.
We set the scope and price after the strategy workshop and validation of selected processes.