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Enterprise AI

AI is only as good as its understanding of your business.

BusinessOptix provides the context AI needs to deliver results you can trust. Capture how work is performed, the systems it relies on, and the controls that govern it. Identify the highest-value opportunities, validate outcomes before you invest, and scale successful AI initiatives across the enterprise.

The challenge

AI stalls between the pilot and the business.

A pilot can be live in days. Most never reach production, and rarely because of the technology. They stall because the AI, and the people deploying it, lack the context of how the business really works and the rules it has to follow.

Across the enterprise

Scale it across the business, and see it all in one place.

Every team gets the same supported path for AI, from first idea to governed agent. Each department draws on the single connected model of the business, and adds to it. The richer it gets, the more you can change, up to the whole business.

Your business

Connected In progress Next

The big picture
AI PortfolioCommentsActionsType (Ctrl-K) to search
1Overview2Opportunities3Agents4Cost
AI across the business
Opportunities, readiness and every agent at work, from the same model your teams use
6 areas · 18 agents
Across the portfolio
Today
64
AI opportunities, ranked
£6.8m
Annual value identified
18
Agents in production
Value by area
Annual value of ranked opportunities, £m
Payments
2.1
Onboarding
1.6
Investment ops
1.2
Servicing
0.9
Finance
0.6
Readiness by area
Average AI readiness score
Payments
78
Onboarding
64
Investment ops
52
Servicing
71
Finance
81
Every agent at work
Owner, source and how closely it runs to its design
OwnerSourceAs designed
Payment Run AgentAP team leadYour teams99.2%
Invoice captureAP managerVendor A98.7%
KYC data checksOnboarding leadPlatform96.1%
Trade exception triageOps managerVendor B93.4%
Agents by source
In production
Vendor agents
9
Platform agents
5
Your teams
4
Illustrative data
Leadership

Lead your industry on AI

Move from scattered pilots to AI working in every department, built on how your business really runs.

Proof

AI you can prove at scale

Every agent, in every department, is tracked against the process and controls it serves. Show your board, auditors and regulators how AI performs across the business.

Vendors

Choose AI vendors on evidence

With the whole business connected, see where a vendor’s agents would fit, what they’d touch and what they’d deliver. Compare the options on your own processes before you sign.

Differentiation

Go beyond efficiency

Once the efficiency gains are in place, put AI to work on what sets you apart: new services, better customer experience and growth.

Find where to deploy AI

Find where AI will pay back in your business.

There’s no shortage of AI ideas. The ones worth pursuing sit where value meets your strategic priorities, in processes ready to support them. BusinessOptix finds and ranks them across the whole business, so you invest where AI will pay back.

  • Start from the full context

    BusinessOptix shows where the work, cost and judgement sit, across every process, system, data source and role.

  • Validate value and readiness

    BusinessOptix sizes the value of each idea. It checks how ready the process and systems are to deliver it, and whether the right controls are in place.

  • Choose the right intervention

    Workflow, RPA and AI agents sit on a spectrum. Match each task to the option that does the job best and lasts longest.

  • Focus on what’s valuable and achievable

    Put your effort into the highest-value ideas you can deliver now, and see what it takes to unlock the rest.

Context, not content

Give your agents the context to succeed.

Turning an idea into a working agent comes down to context, and how it’s held. An SOP is written for people to read. An agent needs every step, hand-off, control and dependency held as structured, connected data it can query. BusinessOptix builds it, keeps it current and serves it to your agents every time they act.

In the SOP

“Check the payee before releasing the payment.”

In BusinessOptix
Step
Assess payee risk
Comes after
Rule checks
Hands to
AP clerk, for medium and high risk
Reads
Vendor master, payment history
Control
C-11 Call-back verification
Limit
£25,000 per entity, in local currency
Varies
PL: call back on every change
One connected model

Every agent sees the full picture

Each agent connects to the whole model: the step it performs, and the roles, systems, data, controls and outcomes around it. It starts with a complete view of the work it’s part of.

Pull the thread

Context for the exceptions too

Because the context is structured and connected, an agent can follow the thread from a step to its controls, policies and country versions. When a case doesn’t fit, it finds the right route, or hands over to a person.

Available at runtime

Context where the agent works

Agents read the approved process, controls and limits as they work, through a secure MCP connection. Change the process, and the agent works to the new version.

Independent of any AI vendor

One context for every AI you use

Vendor agents, platform agents and your own builds all draw on the same context. BusinessOptix sits above them, so you can add or switch AI without starting again.

How it works

From first idea to a governed agent.

Start with one process. Then repeat the same steps across the business.

Discovery AgentCommentsActionsType (Ctrl-K) to search
1Source2Process3Review4Export
From procedure to process model
An existing procedure, converted into a connected process and checked before export
Thorough run
Source
What you already have
DOCX
Payments procedure v3.docxUploaded · 14 pages
6. Payment run

6.1The AP clerkrole creates the payment proposalstep in the ERPsystem every Tuesday.

6.2Rule checksstep run automatically on the proposal.

6.3Any payment to a new or changed bank account must be verified by call-backcontrol before release.

6.4Payments over £25,000rule need approval from the AP managerrole.

6.5Once approved, the bank file is generatedstep and sent to the bank gatewaysystem.

StepRoleSystemControlRule
Discovery agent→
Process model
Generated, then checked
Pass
81
87%
7 steps · 3 roles · 2 systems · 2 controls
SystemAP clerkAPmanagerCreateproposalRule checksChanged account?Call-backcheckCOver £25k?ApprovepaymentCGeneratebank file
PersonSystemControl
Illustrative data
Capture

Understand how the process really works

BusinessOptix turns whatever you have, from SOPs and walkthroughs to transcripts or a conversation, into a structured process model, checked and ready to assess.

AI OpportunitiesCommentsActionsType (Ctrl-K) to search
1Backlog2Assessments3Prioritize4Portfolio
Decide what to take forward
Value and readiness together, so every decision is made on the same evidence
Payments · 6 opportunities
Value against readiness
Each opportunity, from its assessment
Build readiness first
Pursue now
Park
Automate simply
Payee risk assessmentInvoice captureException triageSupplier queriesAccrual suggestionsReadiness →Value →
Decisions
Agreed with the process owners
1Payee risk assessmentGo
2Invoice capture and codingGo
3Exception triageFix first
4Supplier queriesWorkflow
5Accrual suggestionsPark
Illustrative data
Prioritize

Pick the opportunities worth pursuing

BusinessOptix finds where AI, RPA or workflow could help, and sizes the value of each idea. It checks how ready the process, systems and controls are. Put value and readiness side by side, and decide what to take forward.

Payment RunsCommentsActionsType (Ctrl-K) to search
1Diagram2Agent design3Controls
Design the agent into the process
Select a step to see how the agent works there
To-be · v0.4
Payment runs (to be)
People, systems and the agent, step by step
SystemAgentAP clerkCreateproposalIdentifyexposureAssess payeeriskSelectedLow risk?Call-backcheckCApprove andreleaseC
Agent stepPersonSystem
Agent at this step
Assess payee risk
Payment Run Agent
Assess payee risk
Owner: AP team lead · reviewed quarterly

Score each changed or first-time bank account. Clear low risk within the entity’s limit. Refer medium and high risk to the AP clerk with the evidence gathered.

Decision policy8›
Skills4›
Data sources3›
Permissions5›
Guardrails9›
Generated from the process model. Change the step, and the instructions update with it.
Illustrative data
Design

Design the agent into the process

Decide which steps the agent takes on, where it hands to a person and which controls it must respect. Then give it the decision policy, skills, data sources, permissions and guardrails it needs, all drawn from the approved process.

Payment Run SimulationCommentsActionsType (Ctrl-K) to search
1Summary2ROI3Controls4Capacity
Validate before you invest
The return, and whether every control still holds
Simulated over 6 months of volume
Five-year return
From the simulation
£902k
Cumulative net benefit
307%
Return on investment
Year 2
Payback
Cost of operations
£k per year
0250k500kY1Y2Y3Y4Y5
As isTo be
Return on investment
Cumulative, %
0%150%300%Y1Y2Y3Y4Y5
ROI
Control thresholds
Tested against the to-be design
ThresholdSimulatedResult
C-05 Payments released over limit00Holds
C-11 Call-backs on high-risk changes100%100%Holds
C-14 Four-eyes on release100%100%Holds
C-09 Referral clearance within 4h95%88%Breaks at peak
Capacity at peak
Referrals per day against capacity
AP clerk
AP manager
Agent
DemandCapacity
Illustrative data
Validate

Validate before you build

Simulate the change on cost, cycle time and capacity, and check every control still holds. Find the problems before the money is spent.

Payment Run AgentCommentsActionsType (Ctrl-K) to search
1Agent2Connection3Runs4Performance
Live, and connected to the approved process
The agent runs on your AI platform and reads its context from BusinessOptix through MCP
Deployed 02/10/2026
Agent in production
Connected through MCP, every decision
Process: Payment runs (to be)
Create proposal
→
Rule checks
→
Assess payee riskAgent works here
→
Call-back check
→
Approve and release
AI agentPayment Run AgentClears low-risk payments within each entity’s limit
Skillswhat it can do
7
Decision policyread at runtime
8
Data sourcestools it calls
3
Permissionsleast privilege
7
Guardrailshard limits
11
Agent runtimeYour AI platformCalls BusinessOptix at each step
MCP
Live connection
What the agent read today
Through MCP · today
1,240 decisions
All within permissions · 0 outside the design
Process step and hand-offs1,240⌄

The step the agent is performing, what comes before and after, and where it hands to a person.

Payment runs v3.2Assess payee riskHands to: AP clerk
Decision policy1,240›
Controls on the step1,240›
Decisions logged back1,236›
Update the process, and the agent reads the new version on its next call.
Illustrative data
Deploy

Deploy, connected to the approved process

The agent runs on your AI platform and connects to BusinessOptix through MCP. At every step, it reads the approved process, its decision policy and its controls. Change the process, and the agent follows the new version.

Agent PerformanceCommentsActionsType (Ctrl-K) to search
1Process KPIs2Agentic performance3Human performance
Payment Run Agent: working as designed?
Agent activity from your observability tool, compared with the process and controls it was designed for
Source: your agent observability tool
This month
Against design
99.2% +1.4 pts
Steps run as designed
18%
Decisions sent for human review
2.1%
Agent decisions overturned
Conformance to design
% of agent steps run as designed
95%97.5%100%JunJulAugSepOct
ConformanceTarget
Error rate by step
Assess payee risk, %
2%5%8%JunJulAugSepOct
Error rateLimit
Human review rates
Designed against actual, % of decisions
Low risk cleared
Medium risk
High risk
New payees
DesignedActual
Conformance by step
October, %
Retrieve proposed run
99.8
Identify exposure
99.6
Assess payee risk
98.4
Seal audit record
99.9
Overturned decisions
Where people disagreed with the agent
CountReason
Assess payee risk14New payee
Evaluate determination6Evidence
Gather evidence3Data gap
Illustrative data
Prove

Prove it follows your rules

BusinessOptix connects to your agent observability tool, and compares what each agent did with the process and controls it was designed for. See conformance, review rates and drift, and give auditors and regulators the evidence they need.

In practice

Questions you can answer with confidence.

Where will AI pay back across the business?

Which processes are ready for AI, and what needs fixing first?

Where would workflow or RPA do the job better than AI?

Which AI vendor fits our processes best?

Is every agent working as designed, and can we prove it?

What would a regulator need to see about our AI, and do we have it?

Tell us where you want AI to work.

We’ll help you find it, validate it and prove it follows your rules.

Talk to our team