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Services

From business priorities to practical results.

We help mid-sized businesses decide where AI can create value, test the business case and put the right solution to work. Start with the support you need today, with a clear path to implementation and ongoing improvement.

Offerings

The expertise to move forward.

Consulting clarifies the priorities. Implementation brings the solution into your operations. Orbis Agents provide specialist capabilities where they fit the business need.

01 · Consulting

Consulting and advisory

Identify the opportunities that matter, define the operating changes they require and establish a business case for investment.

  • Business and process assessment
  • AI opportunity prioritisation
  • Process redesign
  • Transformation roadmaps
  • Data readiness
  • Technology evaluation
  • Scenario and forecast analysis
  • Benefits measurement
  • Proof of concept

02 · Delivery

Implementation and support

Turn a validated concept into a working solution. We connect the technology, prepare your teams and establish the support needed to maintain performance.

  • Production deployment
  • Systems integration
  • Team training and process ownership
  • Monitoring and maintenance
  • Performance reviews against agreed goals

03 · Software

Orbis Agents

An early-access software suite for finance, revenue and risk workflows. Orbis Agents are designed to prepare work, connect evidence and direct exceptions to the people responsible.

  • Agentic CFO · early access
  • Agentic CRO · early access
  • Agentic Insure · early access
  • Controls defined around your processes
  • Human review and approval

The path

A disciplined path to business value.

Begin at the stage that reflects your business needs and readiness. We agree the scope, success measures and responsibilities at the outset, then use the findings at each stage to decide what comes next.

01 · Assessment

Discover

Identify the opportunities worth pursuing.

We examine your operations and growth priorities to identify the most valuable opportunities for AI. You leave with ranked use cases, an initial business case and a sequenced roadmap.

01.1

AI opportunity assessment

Assess opportunities across functions against business value, feasibility and the effort required.

01.2

Business performance review

Identify where delays, avoidable cost and process gaps constrain performance.

01.3

Workflow assessment

Determine where intelligent agents can support a process and where human judgement is essential.

01.4

Transformation roadmap

Set priorities, dependencies and decision points for the first deployment and the work that follows.

What this stage delivers

A prioritised opportunity assessment, an initial business case and a roadmap for the first use case.

02 · Design and proof of concept

Prove

Validate the case before committing to scale.

We test a defined use case on your data and evaluate it against agreed measures. The result is a clear recommendation on whether to proceed, refine the approach or stop.

02.1

Process design

Define the future workflow, including responsibilities, handoffs, controls and the outcome it must support.

02.2

Data readiness

Assess the quality, availability and access requirements of the data needed for the use case.

02.3

Technology evaluation

Compare build, buy and extend options against your requirements, existing systems and budget.

02.4

Proof of concept

Test the proposed solution on representative business data, with success criteria agreed before development.

What this stage delivers

A tested proof of concept, documented findings and a recommendation to proceed, refine or stop.

03 · Implementation and support

Launch

Turn a validated concept into operational capability.

We implement the validated solution, integrate it with your systems and prepare the teams who will use it. Clear ownership, training and support are part of the delivery plan.

03.1

Implementation

Build and deploy the agreed solution, with Orbis Agents where they meet the workflow requirements.

03.2

Systems integration

Connect the solution to finance, customer and operational systems, with agreed data access and controls.

03.3

Adoption and change

Prepare teams for new ways of working through training, clear responsibilities and practical guidance.

03.4

Operational support

Establish monitoring, maintenance and escalation processes to support the solution after launch.

What this stage delivers

An integrated solution, trained process owners and an agreed plan for support and oversight.

04 · Value realisation

Orbit

Measure results and direct the next investment.

We review results against the original business case and adapt the solution as needs change. Evidence from live operations guides improvements and the next investment decision.

04.1

Benefits measurement

Track agreed operational and financial measures against the baseline, with clear ownership of results.

04.2

Scenario and forecast analysis

Assess how changes in demand, cost and capacity could affect future performance and investment needs.

04.3

Roadmap development

Prioritise further use cases based on demonstrated value, readiness and lessons from implementation.

What this stage delivers

A review of realised benefits, a prioritised improvement plan and recommendations for further investment.

Not sure where to start?

Start at Discover.

Understand where AI can contribute to your business. An opportunity assessment gives you prioritised use cases, an initial business case and a practical recommendation for the next step.