BI Consulting Services · Microsoft Partner

Systems we build and run

Three one-page diagrams of systems running inside our own firm. Each one keeps a person in charge of every outbound action, with a pause switch and an audit trail. Click any image to open it full size.

AI agent and automation reference architecture

How we put AI-driven workflow automation together: front end, Azure Functions, Microsoft 365 and CRM integrations, and human approval on every outbound action.

Diagram of the AI agent and automation reference architecture: triggers, application layer, AI layer, integration layer, systems of record, and outputs, with human approval on every outbound action.

Communications intelligence across Microsoft 365

Searches mail, calendars and Teams calls across a Microsoft 365 tenant through Microsoft Graph, and gives an AI assistant read-only tools to reconcile real activity against the CRM.

Diagram of a Microsoft 365 search app exposed to an AI assistant through read-only tools, with outputs reconciled against the CRM.

Dictation to action assistant

Turns a spoken or typed note into draft emails, follow-ups and ideas. Nothing sends until it is confirmed by email and text message.

Seven-step diagram: capture, parse, review queue, approve or edit, send, reminder loop, idea bucket.

See also the sample city scorecard, built on fictional data.