Business systems, integrations, and controlled delivery for midsize organizations. We begin with the process, preserve existing investments, and define the requirements before choosing technology.
Connect a defined sequence of tasks, from collecting information to creating records and notifying the right person. Rules, approvals, and exceptions are part of the scope.
Useful for: intake, internal requests, approvals, and routine reporting.
Connect supported interfaces between your existing SaaS, ERP, CRM, and internal systems. We assess permissions, data ownership, failure handling, and vendor limitations before choosing an approach.
Useful for: disconnected records, duplicate entry, and inconsistent information.
Build a bounded assistant around a defined set of information and user needs. Access controls, source quality, uncertain answers, and handoff to a person shape the design.
Useful for: employee knowledge, service questions, and guided information access.
Design call intake and routing around your business rules, supported phone systems, and escalation needs. Human handoff, appropriate notices, and the limits of automated decisions are considered during discovery.
Useful for: capturing inquiries and directing callers to the right next step.
Create an internal tool or a full custom CRM where there is a clear case for it. We evaluate your existing platform first, then define records, roles, workflows, reporting, and maintenance needs.
Useful for: specialized operations and workflows underserved by existing software.
Assess useful AI opportunities, connect them to your business systems, and prepare your team for everyday use.
Connect your CRM, website, scheduling, and operational tools so work can move between them.
CRM implementation, automation and custom business software for needs your current tools cannot meet.
Give AI a defined job inside your workflow, with approved data, bounded access, and human review.
Build a useful customer entry point and connect inquiries to the work behind the website.
Reduce repeated administration across intake, follow-up, documents, reporting, and operational handoffs.
Prepare your people to use approved AI tools and newly implemented workflows confidently.
More complex deployments need more than a working demonstration. Requirements, access, environments, acceptance criteria, change orders, and rollout planning need to be defined with the people responsible for the operation.
Spencer’s global programs background and Zachary’s cybersecurity and infrastructure experience inform how we approach that work.
Meet the foundersTell us what takes too long, gets repeated, or falls between systems. We’ll start with the business problem.
PlainwrightAI works remotely with organizations across the United States. We provide on-site consulting and implementation support around Vacaville and Solano County, and in the Sacramento region where practical, when an in-person presence adds value.
Explore our work with Vacaville businesses and regional delivery arrangements. Scope, travel and ongoing support are agreed for each engagement.