01
Find the fit.
Tell us where work gets stuck. We check whether a managed AI team makes sense for your business.
DONE FOR YOU / FROM FIRST CALL TO FIRST WIN
FIRST, THE FIT.
THEN, THE FIREPOWER.
You don’t need an AI strategy, perfect data or a technical team. Bring the bottlenecks. We turn them into a clear plan, deploy your first agents and automation, and keep the system improving.
FROM “WHERE DO I START?” TO WORK GETTING DONE.
02
See your opportunity.
One readiness conversation. Your AI Opportunity Map. A clear starting workflow and scoped proposal.
03
We do the build.
We design and secure the environment, connect your systems and deploy your first agents and working automation within two weeks.
04
Keep getting better.
We monitor the system, maintain security and improve the workflows. Your account manager keeps a practical roadmap for the next win.
YOUR AI OPPORTUNITY MAP
KNOW WHERE
TO PUT THE POWER.
Start where the work hurts. Where are quotes waiting? Which orders are being retyped? Who is chasing supplier updates or unpaid invoices? We start with the jobs your team repeats every day.
In a 45–60 minute readiness conversation, we get to know the operation. Then we prepare your map and walk you through the strongest starting opportunities and a scoped offer.
You leave with a clearer first move, whether or not you choose to build it with us.
VAULTEGE AI / OPPORTUNITY MAP
A practical path to your first win.
- The bottlenecks worth solving first
- Starting agents and a measurable workflow
- Systems, data and knowledge to connect
- Access boundaries and human approvals
- Readiness gaps, expected effort and next steps
Your business. Your priorities. A clear go or no-go.
14DAYS
OUR DELIVERY COMMITMENT
Agents deployed.
A working automation.
No ongoing fees until an automation is deployed.
No long-term contracts. No lock-in.
What the first two weeks deliverA useful first automation.
We agree the first workflow and what successful deployment looks like. That might be sending and following up standard quotes, entering incoming purchase orders or chasing overdue invoices. We measure completed work and the human effort it needs.
The foundations included.
We design and secure your dedicated environment, organise the relevant information, connect agreed systems, configure your agents and test routine work and exception paths.
Clear scope before we start.
We agree the rollout milestones, necessary access and responsibilities before onboarding. The first two weeks deliver a focused starting system, with a roadmap for what follows.
YOU KNOW THE BUSINESS.
WE HANDLE THE BUILD.
YOUR PART
Context. Access. Decisions.
Choose an internal owner. Show us how the work happens. Arrange approved access and help confirm that the result is right for your business.
OUR PART
Design. Setup. Security. Monitoring. Improvement.
Vaultege handles the design, setup, security, monitoring and improvement. We organise the relevant data, connect the systems and build the workflow around your tone and procedures. Your technical account manager keeps the next steps clear.
A focused rollout does not require you to rebuild the whole company. Major CRM or ERP replacements and larger custom projects are scoped separately.
THE FOUNDATION BEHIND THE WORK/04
SALES KNOWS THE QUOTE.
FINANCE KNOWS THE JOB.
Your customer should not have to explain the same order three times. Your team should not have to copy it between three systems. We connect the information your AI team needs to keep the work moving.
Your data lake
We connect agreed data from your CRM, accounting, operations and files. Your team works from current information with clear sources.
Your company brain
Your prices, tone of voice, procedures and business rules shape how the work is done. Department knowledge adds the specialist detail.
Your security, designed in
Each agent gets the access its job needs. Your dedicated environment, permissions and ongoing monitoring are managed by Vaultege.
01CRM & SALES
02FINANCE
03EMAIL & FILES
04OPERATIONS
CONNECTED. ORGANISED. PERMISSIONED.
YOUR DATA LAKE
The context to get the job done.
COMPANY BRAINYour way of doing business
DEPARTMENT KNOWLEDGEThe detail each role needs
The right information. The right access.
THE FIRST WIN IS THE START.
The system is
our responsibility.
Vaultege handles the design, setup, security, monitoring and improvement. We maintain your dedicated environment, investigate failed work and keep access aligned with the agreed roles.
Your account manager
knows the operation.
A dedicated technical account manager reviews what is working, where people still spend time and which bottleneck to tackle next. You have a strategic AI roadmap and a partner driving it forward.
Two focused hours.
Every month.
Targeted development on an existing foundation: refine a quoting rule, add a follow-up step or improve an exception alert. Your account manager directs the time at a clear business priority.
SMALL CHANGE. REPEATED BENEFIT.
Suppose your team keeps correcting the same product code on incoming orders. A focused update can teach that workflow the agreed mapping and check it before entry. We scope and test each change; larger builds are planned separately.
YOUR NEXT MOVE
LESS TALK.
MORE WORKFORCE.
Find out what AI could take off your team’s plate.
Start with a fit review and a readiness conversation. Your AI Opportunity Map shows where to begin.
Tell us about your business. We’ll review the fit.
Agents deployed. A working automation. Within two weeks.
No ongoing fees until an automation is deployed. No long-term contracts. No lock-in.