All reference systems

Illustrative system · Order & customer operations

Resolve the order, not just the ticket.

A resolution agent that joins ticket, order, payment, inventory, shipment, and policy context. It then takes the approved action and records the outcome everywhere it matters.

Illustrative baseline and targets · not client results
Outcome modelillustrative targets · not client results
First response
6 hours2 minutes
Resolution time
28 hours15 minutes
Straight-through
Manual60–70%
Help deskERPCommerceWMSPaymentsCarrier APIs

Outcome model

Turn fragmented service work into one observable path from customer request to operational resolution.

Resolution operations
Illustrative workflow model · not client results
First response2 minutesIllustrative target
Resolution time15 minutesIllustrative target
Straight-through60–70%Illustrative target
Operating queueStateOwner
ORD-92814Carrier delay · reroute availablePreparedService specialist
ORD-92788High-value refund requestApproval neededOps manager
ORD-92641Replacement stock confirmedAction readyAgent

Department audit

Understand the department before changing it.

The audit creates the workflow and systems map, baseline, controls, opportunity ranking, expected ROI, and decision-ready implementation plan.

Request map

Intent → action

Top reasons, required systems, policy branches, escalation paths, and rework.

Remedy policy

Bounded

Refund, replacement, reroute, credit, cancellation, and high-value approval rules.

Baseline

Measured first

Response and resolution time, touches, transfers, reopens, and cost-to-serve.

Production trace

One complete path, with decisions and actions visible.

Automated work, judgment gates, source evidence, and write-back logic are designed as one observable system.

Automated

Understand the request

Classify intent and retrieve the complete order, payment, inventory, and shipment state.

Automated

Select an allowed remedy

Apply service policy, customer history, value thresholds, and operational availability.

Human judgment

High-value approval gate

Escalate exceptions with context, options, cost, and customer impact.

Automated

Act and communicate

Execute the remedy, notify the customer, and write back across every source system.

Team views

One system. The right view for every role.

Service specialist

Judgment queue

Complex or sensitive cases only, with history and remedy options prepared.

Operations manager

Flow health

Policy exceptions, carrier issues, inventory constraints, and SLA exposure.

COO

Customer and cost

Resolution performance, cost-to-serve, failure patterns, and operational root causes.

Controls and rollout

Production boundaries, designed from the start.

The agent receives only the access, authority, and responsibility it has earned through evaluation.

Remedy values constrained by role and policy
High-value refunds require human approval
Customer communication generated from verified state
Every action and source record logged
Inventory and payment checks immediately before action
Safe handoff when a downstream system fails
Week 1

On-site discovery

Work beside service and operations teams, trace resolution paths across systems, and collect representative exceptions.

Weeks 2 to 4

Department audit

Map request volumes, policy branches, baselines, AI opportunities, expected ROI, and the first-wave architecture.

Months 2 and 3

First implementation wave

Connect context sources, encode remedies and gates, validate historical cases, and release a controlled set of request types.

Ongoing

Improve and expand

Review quality and adoption, harden exceptions, and connect the next order and customer workflows when evidence supports it.

Start with one department

Show us how the work really moves.

We will map the department, rank the opportunities, decide what to preserve, connect, buy, or build, and define the first production wave and its expansion path.

Book an AI opportunity call