Managed AI Analytics

AI analytics for business systems, built and managed for you.

Ask approved questions of ERP, CRM, finance, and operational data through a compatible AI assistant. Systems Place defines the business meaning, controls access, checks representative answers, and supports the service after launch.

What the service does

Give people a direct way to investigate the numbers they already review.

A finance, commercial, or operations user asks a question in an approved AI assistant. The service retrieves only the agreed data, applies documented definitions, and returns a result that can be compared with reports or known figures.

Service principle

The value is a dependable answer, not the connection itself.

Data flow

Approved users ask through defined tools, not unrestricted database access.

Read-only access protects the source from changes. The full data path is controlled through named users, approved operations, result limits, provider settings, and clear error messages.

The exact assistant, identity, network, source, logging, retention, and exit arrangements are documented for the chosen option.

What is included

The service covers the work before and after the connection.

The exact scope follows the question and chosen option. A managed service normally covers these five areas.

01

Business definitions

The measures, dimensions, exceptions, and decision are written in language the responsible team approves.

02

Source and access design

Approved systems, interfaces, users, operations, fields, and result limits are documented.

03

Assistant connection

The selected product feature, BI option, managed platform, or purpose-built MCP tools are configured and tested.

04

Answer testing

Representative questions are compared with trusted reports, source results, or known examples before acceptance.

05

Monitoring and support

The agreed service is monitored, maintained, retested after material change, and supported through incidents and exit.

Customer decisions

  • Approve users, systems, definitions, and provider settings
  • Provide trusted reports or known examples
  • Own decisions made from the analysis
  • Approve material changes in purpose or access

Technical options

Use the simplest suitable way to deliver the managed service.

The technical option depends on the systems and assistant. It may use existing product features, BI, a managed platform, or a custom connection.

Model Context Protocol, or MCP, is one way for an assistant to call purpose-built tools. It is introduced only when it is the suitable option; it is not a requirement for every engagement.

Connection or managed service

A connection makes data reachable. A managed service adds agreed meaning, answer checks, and ongoing maintenance.

Connection only

Technical access

  • Fields or generic queries are exposed
  • Business meaning is left to the user or model
  • There is no agreed test set for answers
  • Ownership may be unclear when systems change

Managed service

A maintained way to get checked answers

  • Tools are designed for agreed questions
  • Definitions, users, sources, and result limits are recorded
  • Representative answers are checked against known results
  • Monitoring, maintenance, changes, and exit have named owners

Common questions

Questions about Managed AI Analytics.

Does every engagement need a custom MCP connection?

No. The assessment can recommend an existing product, BI, a managed platform, a custom MCP connection, prerequisite work, or stopping. The simplest suitable option is preferred.

Why start read-only?

It allows useful analysis without permitting changes to the source system. Any later write action needs separate business approval, permissions, tests, and operating controls.

How are answers checked?

Representative questions are compared with trusted reports, source-system results, or agreed examples. Access rules, failure handling, and known limits are checked as well.

Will data remain inside our systems?

That depends on the chosen option. An AI assistant provider may process questions, tool requests, and approved results. The assessment documents the actual data flow, settings, retention choices, and responsibilities.

Why is ongoing support needed?

Source fields, authentication, business definitions, assistant products, and provider policies can change. The managed service monitors the agreed connection and controls how material changes are tested and introduced.

Start with the question

Describe the decision and the report or result you already trust.

The assessment will compare the available options before any production work is proposed.