Processes across departments
The same information is entered into different applications, while approvals and exceptions are tracked separately.
Premium digitalisation partnership
Smart Intelligence
Expertise for the decisions. A team for delivery.
We work with business and IT teams to connect your company’s data, applications and processes. We establish what needs to change, build the solution and stay involved in its operation.
How the parts work together
Each component has a role. We design the whole process, including exceptions and points of control.
Connected information with business context
We establish sources, definitions and access rights. We connect information from ERP, CRM, databases and documents.
Deliverable: a map of sources, integrations and data responsibilities.
Operations with explicit steps and conditions
Calculations, validation and approval routes follow rules agreed with your team. We define what happens when an integration fails or an exception occurs.
Deliverable: workflows, business rules and acceptance criteria.
Assistance with interpretation and search
We assess where AI can interpret requests, extract information or draft answers using permitted sources. We evaluate results against real situations.
Deliverable: a defined use case, evaluation and conditions of use.
Clear decisions and responsibilities
We establish who approves, who reviews results and who handles unexpected cases. We prepare your team to use and operate the solution.
Deliverable: roles, procedures, training and an operating plan.
When this partnership makes sense
For companies with existing systems and teams involved in digitalisation that need a shared direction for decisions and delivery.
Investments to prioritise
Several automation or AI ideas compete for attention. Your team needs criteria for choosing the first project.
Systems that need to evolve
ERP, CRM and existing applications need to be connected, extended or modernised while accounting for current operations.
A clear commitment at each stage
We start with a paid assessment with an agreed scope and deliverables. Its findings inform implementation and any ongoing partnership.
Assessment and direction
Fixed fee and defined scope
We work with process owners and IT to establish the current situation and feasible options.
- Map of relevant processes, systems and data
- Prioritised opportunities with assumptions and dependencies
- First project scope, effort estimate and acceptance criteria
Design and implementation
Budget and deliverables approved in stages
We build the first working flow. It can include integrations, web or mobile applications, automation and AI components.
- Solution tested against agreed scenarios
- Access controls, exception handling and monitoring
- Documentation, training and handover to the operating team
Ongoing partnership
Retainer with defined capacity and responsibilities
We review operation and results, revisit priorities and plan the next developments.
- Regular reviews with business and IT owners
- Improvement plan based on use and results
- Support and development within the agreed contract scope
Work directly with the people responsible for the decisions
A senior partner coordinates the engagement and connects business objectives, architecture and delivery. The team and its involvement are agreed in the proposal.
- Options explained, with costs and trade-offs
- Visibility into progress and decisions
- Results assessed against the starting point
- Clear responsibilities after launch
Marius Gheorghe
Co-founder & Managing Partner
Problem definition, priorities and delivery coordination.
Cristian Oprea
Co-founder & Managing Partner
Architecture, systems integration and operation.
The experience behind the programme
UP2DATE projects that demonstrate the capabilities brought together in Smart Intelligence.
Workflows and integrations
PPC Romania
Travel management platform with configurable approvals, ERP and HR system integration, and cost reporting.
Read the case study
AI and internal knowledge
BRD
Conversational assistant connected to banking knowledge materials, supporting information discovery through natural-language questions.
Read the case studyBefore the first conversation
Do we need to replace existing systems?
We first assess what can be retained and integrated. We propose modernisation or replacement when a component’s limitations justify the change.
Will every project include AI?
We choose components for the problem. Calculations, validation and approvals with explicit rules use deterministic logic. We introduce AI where evaluation shows it fits the task.
What does the investment cover?
The assessment has a scope, deliverables and fixed fee agreed before work starts. Implementation has a separate budget approved in stages. The ongoing partnership defines included capacity, support and responsibilities.
Who needs to be involved from our side?
An initiative sponsor, process owners and representatives from IT or existing providers. Relevant scenarios also involve people responsible for data, security and operations.
How does the engagement begin?
The first 30-minute conversation is free. We clarify the problem and context, then propose the scope and deliverables of the paid assessment. Timing depends on access to people, systems and information.
Which process should we start with?
Tell us what you want to improve and which systems you use. The first 30-minute conversation is free; the assessment is quoted separately.
Request an initial conversation
The first 30-minute conversation is free. We clarify your objectives, then propose a collaboration with clear deliverables, timing and costs.