Agentic Automation Custom Business Solutions
Agentic Automation Custom Business Solutions
eAllianceAI realizes every customer is different, with different business models, processes and requirements, based on many factors.
For that reason, eAllianceAI deep dives on requirements until we understand thoroughly the “As Is” use case.
The next step is what we call “collaborative design” which is conducted with our clients. We explain the capabilities of Agentic Automation with our clients throughout this phase, generating ideas for the best way to design the “To Be” solution.
As a result of this collaboration, a design of the solution is put in place so we can begin development, but note the design is not “frozen” until later in the project, during the UAT phase, as new ideas will sometimes be discovered once the solution has gone through rigorous testing, all the while gathering the user and SME feedback.
Our deep understanding of Agentic Automation and it’s capabilities and our vast ERP and CRM experience, along with the client’s valuable feedback, ensures that we deliver an optimal Agentic Automation custom business solution.
Key Characteristics
Autonomy
It operates with minimal human intervention once a goal is set.
Reasoning & Planning
It breaks down complex requests into a series of logical steps.
Tool Use
It can interact with APIs, databases, and software applications (like Excel, Salesforce, Oracle or SAP).
Adaptability
Example Use Cases
Procurement and Supply Chain
The Task: "Find a cheaper supplier for high-grade steel and draft a contract."
The Agent's Action: The agent searches internal databases and the web for suppliers, compares pricing and lead times, verifies the supplier’s reliability, and generates a draft contract for human review.
Customer Support Resolution
The Task: "Resolve a customer's refund request for a delayed shipment."
The Agent's Action: Instead of just answering a question, the agent looks up the order in the ERP, checks the shipping delay in a logistics portal, confirms the refund eligibility against company policy, processes the refund in the financial system, and sends a confirmation email.
Cash Applications
The Task: “Shorten the amount of time it currently takes to apply cash on a daily basis.”
The Agent's Action: The Cash Application Agentic workflow uses IDP to extract data from all remittances regardless of format. The agent then analyzes each payment, handling scenarios such as when a customer pays an amount that doesn't perfectly match a single open invoice, or missing information such as invoice number. Agents perform semantic matching by understanding context and intent, allowing them to verify identities and match payments even when the data is “fuzzy” or inconsistent.
