AI Solutions Architecture

Fix the process first. Then decide where AI belongs.

We map the work, sort each step into delete, code, agent or human review, and build forward deployed inside your systems.

Book a Strategy Call How we work
Drawing: process sort Five process steps, intake, document chase, spreading, handoffs and reporting, are mapped and sorted one at a time into four bins: delete, code, agent or human review. The work is built inside the client systems and owned by a named person on the client team. Summit Logic Process sort Dwg SL-0024 Sheet 1 of 1 Rev A Illustrative 1 Map the process Intake Document chase Spreading Handoffs Reporting 2 Sort each step For each step What should do it? 3 Then build Delete It should not exist Code Same rule every time Agent Judgment on messy inputs Human review Credit, legal, anything irreversible 4 Forward deployed Built inside your systems, owned by a named person on your team
the problem

Most AI projects automate a process nobody should keep

A pilot looks good in a demo, then stalls because the work around it never changed. Documents still get chased by hand. Files still sit between people. Your team ends up with one more tool and the same week.

  • Skilled people spend their days on intake, chasing and re-keying
  • Pilots run beside the work instead of inside it
  • Nobody can say who owns the output when something goes wrong
the method

Delete, code, agent or human review

Every step of the process goes into one of four bins, in this order. The cheapest fix comes first.

Delete

Steps that exist because they always have. Removing them costs nothing and often saves the most.

Code

Steps that follow the same rule every time. Plain software is cheaper and more reliable than a model here.

Agent

Steps that need judgment on messy inputs: reading documents, drafting, classifying. An agent does the preparation.

Human review

Credit decisions, legal and insurance advice, and anything irreversible. Agents draft. People decide.

what we build

Where this work usually lands

We start where the bottleneck costs you the most. The deliverables are working systems, plus the written map behind them.

Process map

Every step, its owner, its volume and its bin, written down so you can argue with it.

Intake and document chase

Requests go out, reminders follow, and files arrive named and sorted.

Spreading and extraction

Figures pulled from statements and returns, each one tied to its source page for review. LeadBROKER, our tool for brokers, comes out of this work.

Handoffs

The gaps between people closed, with a clock and an owner on each one.

Forward deployed

We work inside your systems, next to the people who do the work. A sprint runs thirty to ninety days.

  1. 01

    Audit

    Map the process with the people in it, then sort every step.

  2. 02

    Build

    Deploy inside your systems of record, starting with the bottleneck.

  3. 03

    Hand over

    A named owner on your team, written rules for what stays human, and a measured baseline.

What stays human

There is no automated financial, legal or insurance advice in anything we build. People approve credit decisions, outreach and anything that cannot be undone.

  • No automation without a process owner
  • Every output tied back to its source for review
  • Controls designed in from the start, with Governance & Risk behind them
how it connects

One system, three capabilities

Each capability does one job in the same system. You can start with any of them, and the next one plugs in.

Bring us one process

Forty-five minutes. Pick the workflow that eats your team's week and we will sort it with you on the call.

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