AI & BI use case · Generative AI

Agentic Workflows

Automate multi-step business processes with AI agents that connect systems autonomously.

What it's about

Many processes consist of several manual steps across different systems, such as checking, matching and forwarding. Agentic workflows chain multiple AI steps with clear guardrails and escalation rules so routine processes run autonomously, while humans remain involved in critical decisions.

  • Significantly shorter cycle times.
  • Fewer manual handoffs between systems.
  • Higher consistency in routine decisions.
Business case & ROI
−50 %

Process cycle time

12 Wo.

Time to value

70 %

Fully automated cases

−20 %

Manual error corrections

Derived from process runtimes and case volume in the pilot process before and after introducing the agents.

How we do it
  1. 01

    Process selection

    Select a suitable, rule-based process with clear system boundaries.

  2. 02

    System integration

    Set up interfaces to CRM, ERP or ticketing systems.

  3. 03

    Guardrails & escalation

    Define rules for autonomous steps and human approvals.

  4. 04

    Test operation

    Parallel operation with monitoring and evaluation sets.

  5. 05

    Go-live

    Gradual expansion to further process variants.

5

Steps

6

Data sources

4

Stakeholders

From first data access to production – every step delivers a tangible interim result.

Data typically needed

ERP system

Order, purchase and master data.

CRM

Customer data and case history.

Ticketing systems

Request and processing status.

Process documentation

Rules and exceptions of the workflow.

API interfaces

Technical connectivity to involved systems.

Approval & audit log

Traceability of all automated decisions.

Stakeholders
  • Process owners

    Faster, more consistent process execution.

  • IT operations

    Clear interfaces instead of siloed solutions.

  • Compliance

    Traceable, auditable decision paths.

  • Management

    Measurable efficiency gains in core processes.

Typical business value
01

Significantly shorter cycle times.

02

Fewer manual handoffs between systems.

03

Higher consistency in routine decisions.

04

Relief for employees to focus on complex cases.

05

Full traceability through audit logs.

The data platform advantage

With a solid data foundation this use case gets faster, cheaper and far more stable.

A stable API landscape is a prerequisite for reliable agents.

Central monitoring detects malfunctions early.

A unified permissions model safely limits agent autonomy.

Existing process data speed up guardrail definition.

Build a data platform
Synergies & positive side effects

Email & ticket triage

Triage results can be processed automatically downstream.

Meeting & minutes assistant

Identified tasks can be transferred directly into workflows.

Code & migration assistants

Recurring technical steps are executed agentically.