An intake agent reads drawings and RFQs, prices against historicals, escalates only edge cases.
Document extraction plus a reviewed exception queue, deployed inside the bank's own environment.
Forecast, decide, notify — built on a partner platform, now run entirely by their team.
What each of these actually took: the phase where the risk sat, the capabilities involved, and who runs it today.
Estimating was the constraint, not the shop floor. The intake agent reads drawings and RFQs, prices against historicals and escalates only edge cases — inside their environment, run by their estimating team.
Document extraction plus a reviewed exception queue, deployed inside the bank and taken through its model-risk process before a single case was routed through it.
Forecast, decide, notify — built on a partner platform to hit the season, hardened against their own service levels, and now run entirely by their team.
"They understood our process before they wrote a line of code. Six weeks later something was running — and our own engineers knew exactly how it worked."
Bring the process that's been stuck. Two hours on a call and we'll tell you whether it's tractable — and what fixing it is worth.