Intelligent GenAI Copilots for Your Enterprise Systems

Stop fighting your ERP and CRM. Start conversing with it.
We embed secure, custom AI copilots into your core applications to automate workflows and unlock productivity.

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Abstract visualization of an AI Copilot interacting with enterprise data An abstract network of interconnected nodes and data streams, with a central intelligent core representing the GenAI Copilot, processing information and providing insights.

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Is Your Enterprise Software an Anchor or an Engine?

Your ERP, CRM, and HCM systems are the backbone of your operations, but they often feel like relics from a past era. Clunky interfaces, complex workflows, and siloed data create friction, slow down your teams, and hide critical insights. You've invested millions in these platforms, yet user adoption is a constant battle, and true ROI remains elusive. It's time to transform these systems from passive databases into proactive, intelligent partners that accelerate your business.

Why CIS for Your Enterprise AI Copilot Integration?

We don't just plug in an AI widget. We architect intelligent solutions that are secure, scalable, and deeply integrated into the fabric of your business operations. With over two decades of enterprise software experience, we bridge the gap between powerful AI and practical business value.

Enterprise-Grade Security

Your data is your most valuable asset. We implement copilots with a "governance-first" mindset, using enterprise-grade LLMs, robust access controls, and data anonymization techniques to ensure your information remains secure and compliant with regulations like GDPR and CCPA. Our SOC 2 and ISO 27001 certifications are your assurance.

Deep Integration Expertise

A copilot is only as good as its access to data. Our team possesses deep, certified expertise in the API ecosystems of SAP, Salesforce, Oracle, and Microsoft Dynamics. We build seamless, real-time integrations that allow your AI to work with the data it needs without disrupting your existing infrastructure.

Measurable ROI Focus

We begin with the end in mind: delivering tangible business outcomes. We work with you to identify high-impact use cases, establish clear KPIs—like reduced ticket resolution times or faster sales cycles—and build solutions that deliver a clear, quantifiable return on your investment.

Custom-Tuned AI Models

Generic AI yields generic results. We fine-tune large language models (LLMs) on your company's specific data, documents, and processes. This creates a copilot that understands your unique business context, terminology, and customer history, providing far more relevant and accurate assistance.

End-to-End Partnership

We are not just developers; we are your strategic partners in AI transformation. From initial strategy and roadmap development to implementation, user training, and ongoing managed support, we provide a complete service to ensure your copilot initiative is a sustained success.

Proven CMMI Level 5 Process

Our CMMI Level 5 appraisal signifies a commitment to the highest standards of process maturity and quality. This disciplined approach minimizes risk, ensures predictability in project delivery, and results in highly reliable and robust enterprise-grade solutions.

User Adoption Driven Design

The best technology is useless if no one uses it. We design our copilots with a relentless focus on the user experience (UX). By creating intuitive, conversational interfaces that are embedded directly into existing workflows, we drive high adoption rates and maximize the tool's value.

Scalable & Future-Proof

We build on modern, scalable cloud architectures (AWS, Azure, GCP) to ensure your copilot can grow with your business. Our solutions are designed to be adaptable, allowing for the integration of new AI capabilities and data sources as technology evolves.

20+ Years of Enterprise Trust

Since 2003, we've been the trusted technology partner for over 1000 businesses, from startups to Fortune 500 giants. This long history of successful enterprise software development and integration provides the foundation of experience needed to navigate complex AI projects.

Our GenAI Copilot Services

We offer a comprehensive suite of services to design, build, integrate, and manage intelligent copilots that are perfectly aligned with your enterprise ecosystem and business goals.

Custom Copilot Development

For unique business challenges, we build bespoke AI copilots from the ground up, tailored to your proprietary applications and specific workflows.

  • Develops conversational AI for your custom-built internal software.
  • Automates niche, industry-specific tasks that off-the-shelf solutions can't handle.
  • Ensures the AI's knowledge and capabilities are perfectly aligned with your unique business logic.

ERP Copilots (SAP, Oracle, Dynamics)

Empower your operations, finance, and supply chain teams by embedding an intelligent assistant directly into your ERP system.

  • Get instant, natural language answers to complex queries like "What's the current inventory level of product X in the Chicago warehouse?"
  • Automate routine tasks such as generating purchase orders or running financial reports.
  • Proactively identify supply chain bottlenecks or budget variances before they become critical issues.

CRM Copilots (Salesforce, HubSpot)

Supercharge your sales and service teams by turning your CRM into a proactive revenue-generating engine.

  • Automatically summarize call transcripts and update customer records in Salesforce.
  • Receive AI-powered suggestions for the next best action to take with a lead.
  • Instantly draft personalized follow-up emails based on the last customer interaction.

Platform-Specific Integration & Customization

We are experts in extending the native AI capabilities of major enterprise platforms to fit your precise needs.

  • Salesforce Einstein Copilot: Customize and extend Einstein with Apex to handle your unique sales processes and custom objects.
  • SAP Joule: Integrate Joule with non-SAP systems and fine-tune its responses based on your company's operational data.
  • Microsoft Copilot for Dynamics 365: Develop custom skills and plugins to connect Copilot to your proprietary data sources and internal tools.

Advanced AI Capabilities

We go beyond simple Q&A to build truly intelligent, autonomous systems that drive your business forward.

  • LLM Fine-Tuning: We train models like GPT-4, Llama, or Claude on your private data for unparalleled accuracy and context-awareness.
  • AI Agent & Workflow Automation: We design multi-step AI agents that can execute complex business processes across multiple applications, such as onboarding a new vendor or processing an insurance claim.
  • Knowledge Base Copilots: Transform your internal wikis, SharePoint sites, and documentation into an intelligent, searchable knowledge base that provides instant, accurate answers to employee questions.

Our Proven 4-Step Implementation Process

We follow a structured, transparent process to ensure your GenAI Copilot project is delivered on time, within budget, and generates maximum impact.

1. Discovery & Strategic Roadmap

We immerse ourselves in your business, identifying high-value use cases and mapping your existing workflows. We define clear success metrics and create a phased implementation roadmap that delivers quick wins and long-term value.

2. Secure Development & Integration

Our experts architect the solution, focusing on security and scalability. We build secure API connectors to your enterprise systems and develop the core AI logic, ensuring seamless integration with minimal disruption to your operations.

3. Contextual Fine-Tuning & Testing

This is where the magic happens. We fine-tune the AI models with your specific data and conduct rigorous testing with your power users. We refine prompts and responses to ensure the copilot is accurate, helpful, and aligned with your brand voice.

4. Deployment, Training & Support

We manage the full deployment process and provide comprehensive training to ensure high user adoption. Our commitment doesn't end at launch; we offer ongoing support and performance monitoring to continuously optimize your AI copilot.

Real-World Impact: GenAI Copilots in Action

See how we've transformed operations for businesses like yours.

Case Study: AI Copilot for SAP Supply Chain Optimization

Client: A global automotive parts manufacturer with complex, just-in-time supply chain operations.

Overview: The client's logistics team struggled to get timely information from their heavily customized SAP ERP. Simple queries about shipment status or inventory levels required navigating multiple complex screens, leading to delays and potential stockouts. They needed a way to democratize data access and empower their team to make faster, more informed decisions.

The Challenge:

  • Data was siloed within complex SAP modules (MM, SD, PP).
  • Answering urgent queries from production lines was slow and manual.
  • High training costs for new logistics coordinators on the SAP interface.
  • Inability to proactively identify potential disruptions.

Our Solution:

We developed and integrated a secure GenAI copilot directly into their Microsoft Teams environment, connected to their SAP S/4HANA system via secure APIs.

  • The copilot could understand natural language queries like, "What's the ETA for PO #50021?" or "Show me all open orders for supplier X."
  • We fine-tuned the LLM on their specific product codes, plant locations, and logistics terminology.
  • The copilot was programmed to send proactive alerts for potential delays based on real-time data.
  • Role-based access controls ensured users could only query data they were authorized to see in SAP.
40%
Reduction in time to answer supply chain queries
15%
Decrease in stockout incidents due to proactive alerts
50%
Faster onboarding time for new logistics staff

Case Study: Salesforce Copilot for Sales Team Acceleration

Client: A mid-market SaaS company in the FinTech space.

Overview: The client's sales team was spending nearly a third of their day on administrative tasks within Salesforce: logging calls, updating opportunities, and drafting follow-up emails. This "Salesforce tax" was limiting their time for actual selling and strategic client engagement. They needed to automate administrative work and provide reps with intelligent guidance.

The Challenge:

  • Inconsistent and incomplete data entry in Salesforce.
  • Significant time spent on manual, repetitive tasks.
  • New sales reps struggled to follow the complex, multi-stage sales process.
  • Missed opportunities for cross-selling and up-selling.

Our Solution:

We built a custom copilot embedded within the Salesforce Lightning interface, extending the native capabilities of Einstein Copilot.

  • The copilot automatically transcribed and summarized Zoom sales calls, identified action items, and drafted opportunity updates for the rep's approval.
  • It analyzed opportunity data and suggested the most relevant case study or marketing collateral to send to a prospect.
  • A "Deal Health" feature provided an at-a-glance summary of engagement, key stakeholders, and potential risks for any opportunity.
  • It guided reps through the sales process with context-aware checklists and next-step recommendations.
8
Hours saved per sales rep per week on admin tasks
20%
Increase in data accuracy and completeness in Salesforce
12%
Uplift in average deal size from improved cross-sell suggestions

Case Study: Customer Service Copilot for E-commerce CRM

Client: A fast-growing online retailer specializing in consumer electronics.

Overview: The client's customer service team was overwhelmed with inquiries about order status, returns, and product specifications. Agents had to switch between their CRM (Zendesk), their e-commerce platform (Shopify), and their shipping provider's portal to answer a single customer question, leading to long wait times and frustrated customers.

The Challenge:

  • High average handle time (AHT) for customer inquiries.
  • Inconsistent answers from agents due to information being spread across multiple systems.
  • Difficulty handling seasonal volume spikes during holidays.
  • Agents lacked the deep technical knowledge for complex product questions.

Our Solution:

We deployed an internal copilot for the service team that integrated Zendesk, Shopify, and UPS APIs into a single conversational interface.

  • Agents could ask the copilot, "What's the status of order #98765 and what's the return policy for headphones?" and get a single, consolidated answer.
  • We fed the copilot all product manuals and technical specifications, allowing it to instantly answer complex product questions.
  • The copilot could draft empathetic and accurate email responses for common issues, which agents could review and send in seconds.
  • It provided a 360-degree customer view, summarizing past orders and interactions instantly.
35%
Reduction in Average Handle Time (AHT)
95%
First-contact resolution rate achieved
25%
Increase in Customer Satisfaction (CSAT) scores

Our Technology & Platform Expertise

We work with a best-in-class ecosystem of AI models, platforms, and enterprise applications to build powerful and reliable copilot solutions.

What Our Clients Say

Avatar for Aaron Welch

"The supply chain copilot CIS built for our SAP system has been a game-changer. What used to take our team 15 minutes of digging through screens now takes a 10-second question in Teams. It's not just an efficiency gain; it's a fundamental shift in how we access and use our own data."

Aaron Welch

VP of Operations, Global Manufacturing Firm

Avatar for Abigail Hollis

"We were skeptical about AI, especially with our sensitive financial data in Dynamics 365. CIS's focus on security and their transparent process gave us the confidence to move forward. The copilot they delivered has automated our entire month-end reporting process, saving us days of manual work."

Abigail Hollis

CFO, Financial Services Company

Avatar for Alexa Dorman

"Our sales team lives in Salesforce, but they were drowning in admin work. The custom copilot from CIS automates call logging and drafts follow-ups so well that my team now has an extra day a week to focus on selling. It's the best investment in sales productivity we've ever made."

Alexa Dorman

Head of Sales, Enterprise SaaS Provider

Frequently Asked Questions

How do you ensure the security and privacy of our enterprise data?

Security is our top priority. We employ a multi-layered approach: 1) We utilize enterprise-grade AI platforms like Azure OpenAI that guarantee your data is not used for training public models. 2) We implement strict role-based access controls, so the copilot can only access data the user is authorized to see. 3) We can deploy solutions within your own virtual private cloud (VPC) for maximum isolation. 4) Our processes are SOC 2 and ISO 27001 certified.

What large language models (LLMs) do you use?

We are model-agnostic and choose the best tool for the job. We primarily work with leading models like OpenAI's GPT-4 series, Google's Gemini, and Anthropic's Claude. For specific use cases, we also leverage open-source models like Llama, fine-tuning them on your private data for optimal performance and cost-effectiveness.

How long does it take to implement a custom copilot?

The timeline varies depending on complexity, but we follow a phased approach. A proof-of-concept (POC) for a specific use case can often be developed in 4-6 weeks. A full-scale, production-ready integration typically takes 3-6 months, which includes deep integration, rigorous testing, and user training.

Will the copilot work with our highly customized ERP/CRM instance?

Absolutely. This is one of our key differentiators. We specialize in working with customized enterprise environments. Our discovery process involves mapping your custom fields, objects, and business logic. We then build the copilot to understand and interact with your system as it is, not as it came out of the box.

How do we measure the ROI of a GenAI Copilot?

We work with you to define clear KPIs before the project begins. ROI is typically measured through a combination of: 1) **Efficiency Gains:** Time saved on manual tasks, calculated by hours saved per employee per week. 2) **Productivity Increases:** Metrics like more sales calls made, faster ticket resolution, or quicker report generation. 3) **Cost Reduction:** Reduced need for external analysis, lower training costs, or fewer operational errors. 4) **Revenue Growth:** Increased sales from better lead follow-up or cross-sell opportunities.

Ready to Unlock Your Enterprise Intelligence?

Stop letting your enterprise systems create friction. Let's build an AI copilot that turns your data into your biggest advantage. Schedule a free, no-obligation consultation with our AI experts to explore what's possible.

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