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Case studies Governance Lessons Watch it work The journey How it's built Live health Contact

Questions we answer

Can we trust AI to act on its own?Governance and guardrailsWho allowed the AI to do that?Identity travels with every requestCan someone talk the AI into something risky?Risk-graded autonomyCan we see who did what, and why?One thread from request to resultWhere are the keys kept?One vault, no shared secretsWhy did the AI bill jump, and who spent it?One counted doorwayIs every task getting the right model?Right model, right taskWhat if our AI vendor goes down or raises its price?No single point of supplyAre we paying for tools that do the same job?One tool per jobDoes the AI forget everything between conversations?Governed shared memoryIs this producing real work, or just answers?The digital factoryWhich work should run itself?Managed, not scriptedCan we get more from the Copilot licences we already pay for?Copilot proposes, the platform verifiesWill people actually use it?Meet people where they workHow much time do people lose sorting inbound information?Intake to insight, untouchedCan the same platform run a real business?One governed foundation for every productWhat happens when it breaks at night?Detect, fix, escalateWhere is the list of what is open, and who owns it?One list, closed with evidenceCould we recover if we lost everything?Proven by restoringCan you prove it to an auditor?Challenge before acceptanceDoes it get better over time, or just older?Every lesson becomes a ruleWill this still work after the next upgrade?Clean Core for AIDo our documents match what is actually running?Documentation as a by-productCan we trust AI to act on its own?Governance and guardrailsWho allowed the AI to do that?Identity travels with every requestCan someone talk the AI into something risky?Risk-graded autonomyCan we see who did what, and why?One thread from request to resultWhere are the keys kept?One vault, no shared secretsWhy did the AI bill jump, and who spent it?One counted doorwayIs every task getting the right model?Right model, right taskWhat if our AI vendor goes down or raises its price?No single point of supplyAre we paying for tools that do the same job?One tool per jobDoes the AI forget everything between conversations?Governed shared memoryIs this producing real work, or just answers?The digital factoryWhich work should run itself?Managed, not scriptedCan we get more from the Copilot licences we already pay for?Copilot proposes, the platform verifiesWill people actually use it?Meet people where they workHow much time do people lose sorting inbound information?Intake to insight, untouchedCan the same platform run a real business?One governed foundation for every productWhat happens when it breaks at night?Detect, fix, escalateWhere is the list of what is open, and who owns it?One list, closed with evidenceCould we recover if we lost everything?Proven by restoringCan you prove it to an auditor?Challenge before acceptanceDoes it get better over time, or just older?Every lesson becomes a ruleWill this still work after the next upgrade?Clean Core for AIDo our documents match what is actually running?Documentation as a by-product

Portfolio / Work That Gets Done

The business question · Adoption and change

“Will people actually use it?”

The concept

Meet people where they work

The AI lives inside Teams and Microsoft 365 instead of asking people to learn a new tool.

How it works: The AI is delivered inside Teams and Microsoft 365 in plain language, so using it feels like messaging a colleague.
Why it matters: People use it without a training program, which is where most good AI tools fail.
The result: People use the platform from the app they already work in, without a new tool to learn.

See it workingMeet people where they workAnimation

The AI is delivered inside Teams and Microsoft 365 in plain language, so using it feels like messaging a colleague. Animated from the platform's real setup.

The business problem

A separate AI portal is one more place nobody goes.

Gartner names poor change management as a reason AI projects are abandoned: good technology that nobody adopts. A separate AI portal would be one more place to go. Owners, family members and invited users needed something they would use without training.

▶ Watch the answer: Who is your AI acting for?

Why this concept

Put the AI inside Microsoft Teams, with plain language and approval cards

Adoption follows convenience: meeting people in the tool they already open every day removes the biggest barrier.

Also considered

A new web portal for the AI

How it works

Meet people where they work

Person

Already in Teams every day

Plain language

Ask as you would a colleague

Agent

Does the work behind the scenes

Answer

Arrives in the same chat

Result

Used without training

What we put in place

Made Microsoft Teams the front door, with each person signed in under their own identity.
Let people ask in plain language and get finished work back in the same chat.
Used cards with buttons for approvals and status, so common actions are one tap.
Replaced several morning reports with one brief, delivered in Teams each morning.

The result

Before

A separate AI portal is one more place nobody goes.

After

People use the platform from the app they already work in, without a new tool to learn.

I treat adoption as a design requirement, not a training problem after launch.

In your organization

AI that people use because it is where they already are.

Related case studies

The digital factory

“Is this producing real work, or just answers?”

The conceptThe digital factory

Read the case study

Managed automation

“Which work should run itself?”

The conceptManaged, not scripted

Read the case study

Next case study

Intake to insight, untouched

Lessons learned

Contact

Looking for someone to lead AI from pilot to production?

I would be glad to walk you through any part of this live and talk about the role you have in mind.

Email me LinkedIn One-page brief

j.walters@erpaiintegration.com

Go deeper: Lessons · The journey · How it’s built · Live health