AI data agent built over core enterprise system that answers data questions and takes actions.
Days → On-demand
Complex data analysis Manual → Natural language query
Analysis mode Self-checks, self-corrects, self-improves
Autonomous reasoning "Sheila built us an agent that understands how our business works and that goes beyond data lookups to deliver analysis that’s useful for our strategic decisions. She also spotted multiple opportunities we hadn't thought to look for. She's a rare partner who goes beyond the statement of work to set us up for long-term success."
Steve Banke CTO
Agent autonomously monitors scattered and high-volume risk signals in the background, flagging at-risk clients to account managers proactively.
Prohibitively manual → Automated
Feasibility "Analyzing client churn risk has always been brutally manual for us, as it was hard to keep close tabs on many clients or risk signals. Sheila turned that into an AI system that surfaces repeated patterns over time, making churn risk visible in a way we couldn't do before. Within weeks, it flagged a client issue that had been hiding in our ticket data for months."
Ted Brown Director
$300K Annual labor cost saved
5figures Cases automated
Frontline service operations automated end-to-end across document intake, data verification, and case resolution.
Every case → Exception only
Manual intervention 30% → 99%
AI workflow accuracy 3 days → Minutes
Service turnaround Triage rebuilt into standardized AI decision flow, reducing review friction and making prioritization consistent at scale.
Minutes → Seconds
Triage time per ticket Reviewer-dependent → Standardized
Priority logic "We had a hard time getting our specific triage process into a working AI system. Sheila got us there."
Steve Banke CTO
