AI that visibly takes work off your hands.

Not just a loose list of features, but recognizable stories from actual operations. See how teams connect data, decisions, and system actions into a single manageable workflow — with people in control and AI where it makes all the difference.

Trade use case

Trade

Order processing & invoicing

Order processing & invoicing

Order processing & invoicing

AI agents convert incoming orders into accurate, invoice-ready workflows.

AI agents convert incoming orders into accurate, invoice-ready workflows.

THE SITUATION

Orders arrive via email, portals, and documents. Employees have to retype data and resolve differences manually.

THE METHOD

An agent recognizes order lines, validates prices and customer conditions, and prepares the booking in the ERP. Deviations remain visible for verification.

THE RESULT

Shorter turnaround time, fewer input errors, and a scalable process during peak loads.

Business services

Hours & planning

Hours & planning

Hours & planning

AI agents automate time tracking, scheduling, and capacity monitoring.

AI agents automate time tracking, scheduling, and capacity monitoring.

THE SITUATION

Hours, schedules, and availability are often scattered across calendars, notes, and the ERP. As a result, planning requires an unnecessary amount of manual work, and conflicts or gaps easily arise.

THE METHOD

An agent collects registrations, checks for missing context, and prepares draft timesheets. Only exceptions are forwarded to an employee for review.

THE RESULT

Fewer scheduling conflicts, faster hours and capacity processing, and a complete overview from availability to deployment.

Business services use case
Manufacturing use case

Production

Quality controls & production

Quality controls & production

Quality controls & production

AI agents record quality controls and keep production data up to date.

AI agents record quality controls and keep production data up to date.

THE SITUATION

Quality measurements are recorded on the work floor, but do not always reach planning and management on time or in the same format.

THE METHOD

AI reads inspections, links them to orders and machines, and immediately flags deviations. Production information is updated automatically.

THE RESULT

Up-to-date production and project files, earlier detection of deviations, and less administrative transfer.

Construction

On-site checklists

On-site checklists

On-site checklists

AI-assisted checks keep track of progress on work sites and compliance with regulations.

AI-assisted checks keep track of progress on work sites and compliance with regulations.

THE SITUATION

On-site inspections yield photos, notes, and checklists that must later be brought together again for reporting and follow-up.

THE METHOD

AI structures findings during the inspection, links evidence to the correct phase, and makes follow-up actions directly available for both the office and execution.

THE RESULT

Faster reporting, clear ownership, and better demonstrable compliance.

Construction use case
Real estate use case

Real Estate

Maintenance and inspection

Maintenance and inspection

Maintenance and inspection

AI coordinates notifications and maintenance requests.

AI coordinates notifications and maintenance requests.

THE SITUATION

Inspections and maintenance notifications come in through various channels and are often handled separately from contract and asset data.

THE METHOD

An agent links reports to the correct object, gathers relevant contract information, and sets up inspection or maintenance tasks for the responsible party.

THE RESULT

Faster processing, less searching, and one up-to-date overview per object.

Logistics

Coordination of shipments

Coordination of shipments

Coordination of shipments

AI agents coordinate shipping updates, exception handling, and customer communication throughout the entire supply chain.

AI agents coordinate shipping updates, exception handling, and customer communication throughout the entire supply chain.

THE SITUATION

Delays and exceptions arise across carriers, warehouses, and customer channels. As a result, teams often only react when a customer contacts them first.

THE METHOD

AI monitors statuses, detects anomalies, and initiates the correct follow-up action: an internal task, an update to the customer, or an additional check by planning.

THE RESULT

More proactive communication, faster exception handling, and fewer manual status checks.

Logistics team coordinating warehouse operations
Retail employees using a tablet

Purchasing

Inventory management & customer service

Inventory management & customer service

Inventory management & customer service

AI agents keep product information up to date, coordinate replenishment, and support teams at the right moment.

AI agents keep product information up to date, coordinate replenishment, and support teams at the right moment.

THE SITUATION

Inventory data, product information, and customer inquiries change constantly. Teams often lack a single, reliable view of availability and next steps.

THE METHOD

An agent connects sales, inventory, and product data, detects shortages, and supports employees with up-to-date answers and targeted tasks.

THE RESULT

Better availability, fewer missed sales, and faster service on the warehouse floor.

Sales and advice

Reports based on your data

Reports based on your data

Reports based on your data

AI drafts structured customer reports using your own business context.

AI drafts structured customer reports using your own business context.

THE SITUATION

Account managers and advisors spend a lot of time collecting and rewriting information from customer data, interviews, and previous reports.

THE METHOD

An agent combines text and speech into an initial report structure, including substantiation and open questions and tasks.

THE RESULT

More time for analysis and discussion, consistent reports, and complete control over the final version.

Advisory use case
Modern public service building

Service

Service requests & handling

Service requests & handling

Service requests & handling

AI agents process service requests, prepare files, and keep customers informed.

AI agents process service requests, prepare files, and keep customers informed.

THE SITUATION

Service requests arrive in various forms and must be categorized by priority and linked to cases and responsible departments.

THE METHOD

AI classifies the request, gathers dossier context, and prepares a proposal for handling and communication. Decisions remain with authorized staff.

THE RESULT

Faster intake, more consistent files, and clearer communication with clients.

Financial services

Rating & compliance checks

Rating & compliance checks

Rating & compliance checks

AI agents structure financial reporting, flag exceptions, and prepare review workflows.

AI agents structure financial reporting, flag exceptions, and prepare review workflows.

THE SITUATION

Financial documents must be reviewed quickly, while provenance, exceptions, and compliance requirements must remain demonstrable.

THE METHOD

AI extracts data, compares it with budgets, and flags deviations. Cases with risks or missing information are forwarded for specialist review.

THE RESULT

More consistent checks, shorter lead times, faster decision-making, and a complete audit trail.

Financial document review
Education use case

Education and training

Training and education

Training and education

Training and education

AI captures work processes as reusable skills for training and instruction.

AI captures work processes as reusable skills for training and instruction.

THE SITUATION

Developing training takes time: the knowledge of experienced employees must be repeatedly captured and converted into teaching materials.

THE METHOD

While someone performs a task, AI captures the steps as a skill. That skill is immediately reusable as training material or instruction.

THE RESULT

Training sessions are always up to date and based on practical experience, making you less dependent on isolated knowledge, and reusable for everyone.

Healthcare

Files & reporting

Files & reporting

Files & reporting

AI supports secure dossier processing and reporting workflows.

AI supports secure dossier processing and reporting workflows.

THE SITUATION

Files, observations, and handovers require highly accurate recording. Information must be complete without professionals spending more time behind a screen.

THE METHOD

AI structures notes, checks for missing components, and prepares reports within the existing authorizations. A professional remains responsible for review and release.

THE RESULT

More complete files, less administrative burden, and a better transferable process.

Healthcare use case
Exact Synergy AI

Exact Synergy AI

Exact Synergy and AI Agents

Exact Synergy and AI Agents

Exact Synergy and AI Agents

AI agents and automated workflows directly in the list views of Exact Synergy.

AI agents and automated workflows directly in the list views of Exact Synergy.

THE SITUATION

Manually processing support tickets, time registrations, quotes, and documents in Exact Synergy takes time — retyping, classifying, and linking them to the correct order or workflow.

THE METHOD

Synergy AI brings AI agents directly into your Synergy overviews. Select lines — including attachments — and immediately start an AI agent or workflow, without leaving Synergy. Think of classifying tickets, structuring time tracking, or creating quotes from documents.

THE RESULT

Minutes instead of hours per ticket, hour line, or quote — directly within your existing Synergy environment.

MS Outlook AI

Outlook and AI Agents

Outlook and AI Agents

Outlook and AI Agents

Select emails in Outlook and instantly trigger an AI agent or ERP workflow.

Select emails in Outlook and instantly trigger an AI agent or ERP workflow.

THE SITUATION

Important information in emails — support requests, orders, documents — must be manually transferred to the ERP system.

THE METHOD

Outlook AI transforms the inbox into an AI-driven workstation. Select emails and instantly trigger an AI agent or ERP workflow — classifying support emails, extracting orders from correspondence, or processing documents or images.

THE RESULT

One click in the inbox, no detour to the ERP system — the integration processes orders, tickets, and documents while you keep working in Outlook.

MS Outlook AI

AI ORCHESTRATION

Connect agents throughout your entire process

Connect agents throughout your entire process

Connect agents throughout your entire process

Orchestration connects App Studio, Data Studio, and AI Studio — so processes can follow each other end-to-end, without manual handoffs.

Orchestration connects App Studio, Data Studio, and AI Studio — so processes can follow each other end-to-end, without manual handoffs.

Document analysis

Data extraction

Agent decision-making

App or ERP update

Governance built-in, not added on

Governance built-in, not added on

Governance built-in, not added on

Managed Control, reporting, and audit trails provide IT with the overview needed to give the green light.

Managed Control, reporting, and audit trails provide IT with the overview needed to give the green light.

Managed Control

Manage roles, permissions, and deployment centrally for every app and environment — from 10 to 10,000 users.

Reporting & Logging

Live dashboards for usage and process insights, with detailed logs for every action on the platform.

Audit Trail

Every change and agent action is timestamped and traceable — ready for compliance and auditing.