AI agent activation & development that automates real work

AI agents work inside your business systems to complete tasks, follow rules, and hand off to people when judgment is needed. Rand Group evaluates your processes, data, and platforms to identify where agents can deliver the most value. Depending on your platform and configuration, AI agents can help you:

• Process sales orders by reading customer requests, creating draft orders, and flagging items that need review.
• Automate accounts payable by capturing invoices, matching them to purchase orders, coding entries, and routing approvals.
• Support the financial close by tracking tasks, identifying blockers, and surfacing exceptions for review.
• Answer questions from business data using natural language, so users find information without building reports.
• Assist customer service teams by summarizing cases, suggesting responses, and handling routine requests.
• Connect processes across systems by triggering workflows, updating records, and passing information between applications.

When existing AI agents don’t meet your requirements, Rand Group can design and develop solutions tailored to your business processes. We build agents that work with your data, applications, and workflows, including processes that span multiple systems. From initial design through deployment and ongoing improvement, we help turn AI opportunities into reliable business solutions.

• Agent design and development: We define the agent’s objectives, instructions, knowledge sources, actions, and decision boundaries based on your business requirements. Our team designs solutions that automate multi-step processes and address specialized needs.

• Data access and system integration: We connect custom agents to your ERP, CRM, and other applications through APIs and system integrations, enabling agents to retrieve information and perform authorized actions across business systems.

• Proof of concept and pilots: We validate agent functionality with a focused use case before expanding its capabilities. A focused pilot helps demonstrate value, test technical feasibility, and identify improvements.

• Testing, security, and oversight: We test agents against real business scenarios, edge cases, and exceptions. Appropriate security controls, permissions, and human approval requirements help ensure reliable operation.

• Deployment and ongoing optimization: We move agents into production, monitor accuracy and performance, manage consumption costs, and refine functionality as requirements change.

• Documentation and knowledge transfer: We document the solution and train your team to understand, manage, and support the agent, with ongoing Rand Group services available as needed.