One governed data and agent layer over Business Central.
Orders, supplier documents, warehouse movements and production data lived in Business Central and around it — in mailboxes, spreadsheets and people's heads. Every report and every daily lookup started with someone reassembling the same numbers, and no two departments were sure they were looking at the same ones.
- A governed data layer that reads from Business Central, validates against it and writes back safely — one set of numbers under everything.
- Document intake: incoming orders and supplier paperwork are extracted and matched to ERP records instead of being retyped.
- An agent layer on top for lookups, checks and reporting, working from the same governed data as the people do.
Measured outcome
Specific figures for this engagement are under NDA. We bring the measured numbers, and the reference behind them, to the meeting.
Writes into the ERP go through validation and defined approval points; every change lands in an audit trail. The people who owned the process still own it — the reassembly work is what disappeared.
87% faster response to new enquiries, around the clock.
New enquiries arrived by chat, email and web forms into a team working business hours. Response times stretched with the queue, and the first qualified conversation often happened days after the first contact — long enough for a prospect to keep shopping.
- One agent across chat, email and forms, answering from the company's own product database — with the source attached.
- Qualification built into the conversation: the agent gathers what sales actually needs before a meeting is worth booking.
- Calendar integration: a qualified enquiry leaves with a booked meeting, not a promise of a callback.
The agent answers what the product data supports and hands anything else to a person, with the full conversation attached. Sensitive commitments stay human.
Portfolio intelligence over a hundred-plus companies.
Monthly reporting from more than a hundred portfolio companies arrived in a hundred formats. The analyst team spent its capacity collecting and normalising instead of analysing, and questions across the portfolio took days to answer.
- Automated intake and normalisation of portfolio reporting into one queryable base.
- Agentic analysis on top: cross-portfolio questions answered in minutes, with the underlying figures traceable.
- Autonomous monitoring that flags deviations instead of waiting for someone to look.
Analysts direct the questions and own the conclusions; the agent does the collecting, normalising and first-pass analysis they used to lose their week to.
