Integration builds and the enterprise track record behind them. Client work is anonymized to respect confidentiality. The technology and the results are real.
A secure AI workspace, designed, built and operated end to end for an SEC-regulated wealth management and trust organization. It runs inside the firm's own Azure tenant behind Microsoft Entra sign-in and role-based access. It answers from live operational data, builds finished Word, PDF, PowerPoint and Excel files with live preview, and routes user feedback straight into the service desk. Staff use it daily; leadership gets per-user usage, cost and performance reporting.
Read the case study →The AI platform connects to the service desk, the firewall and device-management fleet, and the CRM performance-monitoring warehouse. Staff ask plain-language questions and get answers grounded in current data, with ticket links that go straight to the record. Collectors re-authenticate and recover on their own, and a dashboard badge flags any sync that fails.
Every piece of AI-generated code runs in a disposable, per-request container with no network egress, no cloud identity, and strict CPU, memory and time budgets. Only validated output comes back. A formal security architecture brief took the design through InfoSec approval.
A NIST CSF 2.0-aligned IT risk assessment, a formal change control playbook, and a two-lane AI deployment framework: API-based frontier models for most work, and self-hosted open-weight models for the most sensitive data. It covers 21 use cases in an SEC/FFIEC-regulated environment.
A browser-automation fleet measures real user journeys in a hosted CRM from multiple office locations. Timings stream into a SQL data warehouse and surface in an analytics dashboard with Apdex scoring, change-point detection and automated vendor-facing reports.
An unattended SharePoint-to-Azure archival pipeline with certificate-based app authentication and automated email confirmations through the Graph API. Nothing is deleted until the transfer is verified.
The approach behind these builds has also delivered results like these inside enterprise organizations.
A full technology audit retired redundant tools and overlapping vendors. The savings funded AI-powered internal tools, secure LLM middleware and a re-architected data warehouse, all in the first year.
An application portfolio serving 900 users worldwide was rationalized, and new security controls cut hardware costs. The technology incubator workspace built alongside it became a model that Fortune 500 clients asked to replicate.
Infrastructure, cybersecurity, data warehouse, ERP and the strategic roadmap were run as a single program, with budget and priorities planned alongside the managing partners.
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