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We plug AI into real workflows (not just demos) with privacy-first guardrails for California teams.
CPRA/CCPA-aware approach • Human-in-the-loop • Clear ROI targets
Trusted by forward-looking operations, IT, and finance leaders across California.
AI that ships, audits, and scales
- Agentic workflows that respect policy. Human approvals, audit trails, and configurable retention.
- RAG & retrieval over your data. Private search across docs, tickets, and systems—no data co-mingling.
- Adapters for your stack. Salesforce/HubSpot, NetSuite, Microsoft 365/Google Workspace, select EMRs/EHRs, data warehouses, and more.
From use-case to pilot in 6 weeks
- Week 0 – Readiness & risk workshop. Map processes, data flows, and CPRA/CCPA considerations.
- Weeks 1–2 – Use-case framing. Define success metrics, guardrails, and human-in-the-loop steps.
- Weeks 3–5 – Build & integrate. Retrieval, agents, and system connectors; observability + logging.
- Week 6 – Prove value. Runbook, ROI model, roll-out plan, and enablement.
Priority use-cases for California teams
Healthcare & MSOs
- Prior auth & eligibility assistance
- Patient comms triage, message drafting
- Revenue cycle support (appeals, denial patterns)
Outcome target: reduce admin hours and cycle time
Manufacturing & Distribution
- Visual QA assistance & defect triage
- Demand/supply planning copilots
- Self-service customer portals (order status, docs)
Outcome target: fewer defects, faster turns
Professional Services
- Document retrieval & drafting copilots
- Proposal/RFP automation with approvals
- Knowledge surfacing with citations
Outcome target: faster delivery, better margins
(Legal, Accounting, AEC)
Privacy & compliance you can sign off
- CPRA/CCPA aware: opt-outs and purpose limits respected in design.
- Global Privacy Control: user signals honored where applicable.
- Data handling: configurable retention, access control, and audit logging.
- Security posture: least-privilege, environment isolation, and vendor DPAs.
Reference architectures we implement
- Retrieval-augmented generation (RAG) with policy filters
- Agentic orchestration with human approvals & SLAs
- Event-driven integrations (webhooks/ETL) into ERP/CRM/EMR
- Observability: prompts, traces, feedback loops
Engagement models
- Sprint pilot (6 weeks): fixed-scope pilot targeting one measurable outcome.
- Scale-up: extend to additional workflows; enablement & governance.
- Support: monthly improvements, monitoring, and ops.
The California AI Readiness & Compliance Playbook (free)
Get the CPRA-aware checklist, vendor DPA & risk-register templates, a 6-week pilot plan, and an ROI worksheet.