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AI and automation for the way your team works.

For Canadian businesses: start with one document workflow, system handoff or AI use case. Define ownership, review points and what the first stage must demonstrate before expanding.

Choose a starting point.

An initial conversation scopes the request before a paid assessment. Review the data, existing tools and exceptions. Each stage defines deliverables, team participation and an independent continuation decision.

Process diagnostics and intelligence

A workflow map, dependencies and alternatives for the next decision.

Deliverables and acceptance criteria

Map a defined part of the real work, its systems and exceptions. Compare the current tool, configuration or internal work and document what to test, simplify or leave unautomated.

What you receive

  • A map of the processes, systems, data and owners in the agreed scope.
  • A baseline for volumes, task time and rework, with identified sources and assumptions.
  • Prioritized opportunities and recommended next steps, with risks and evaluation criteria.

How to assess the delivery

  • The process owner reviews the workflow and baseline.
  • Evidence supports a decision on what to simplify, test or leave unautomated.
Discuss this process: Process diagnostics and intelligence

AI adoption with practical governance

Tools, permitted data and review points for one team.

Deliverables and acceptance criteria

Already using AI and unsure where the boundaries are? Review one team’s uses, define permitted tools and data, and apply ownership and review to an agreed case.

What you receive

  • An inventory of AI uses and tools, with documented risks and responsibilities.
  • Operational guidance for data, approvals, review and incident handling.
  • Task-based training and evaluation of selected uses with the team.

How to assess the delivery

  • The team demonstrates the agreed uses and knows when to review, correct or escalate an exception.
  • Quality, total task time and adherence to controls are evaluated within the agreed scope.
Discuss this process: AI adoption with practical governanceView scope and criteria: AI adoption with practical governance

Supervised document automation

Document intake and checks, with exceptions your team can review.

Deliverables and acceptance criteria

Missing documents or repeated sorting and routing? Assess the current tool and organize intake, fields and checks. Where a technical uncertainty remains, a test pilot evaluates quality and review effort before a production decision.

What you receive

  • A scoped classification, extraction and validation workflow for the selected documents.
  • Human review, an exception queue and authorized integration within the agreed scope.
  • Evaluation evidence, execution records and documentation for the team.

How to assess the delivery

  • Quality is checked by document type and critical field against a human-reviewed reference.
  • Total task time, rework and review effort are compared with the baseline.
Discuss this process: Supervised document automationView scope and criteria: Supervised document automation

Integration and incremental modernization

A defined system handoff, with reconciliation and recovery.

Deliverables and acceptance criteria

Does your team re-enter or reconcile records between systems? Assess interfaces and authorized access to scope one handoff, its discrepancies and failure recovery. Wider modernization requires a separate scope.

What you receive

  • A dependency map and plan for the selected interface or capability.
  • An integration or module within the agreed scope, with behaviour and data tests.
  • Documentation, knowledge transfer and an implementation and rollback plan.

How to assess the delivery

  • Business rules and records are reconciled, with failures and reprocessing addressed in tests.
  • The transition is accepted, owners are defined and rollback is verified in the agreed environment.
Discuss this process: Integration and incremental modernizationView scope and criteria: Integration and incremental modernization

A shared method. Your sector’s context.

Examples to assess with the people doing the work: document intake in professional services, a handoff between operational systems or AI use in one team. These are applications to explore, not Dezotech client results.

Professional services and BPO

Document intake, preparation and supporting operations.

Applications and safeguards

Practices and service operations with repetitive work across documents, specialists and systems. Automate preparation while preserving professional review.

  • Receive and organize client documents.
  • Prepare reports and files from authorized sources.
  • Adopt AI for research, checking and team support tasks.

Confidentiality, access and professional accountability need clear owners. The responsible professional reviews conclusions and work products.

Related servicesProcess diagnostics and intelligenceAI adoption with practical governanceSupervised document automation

Distribution and retail

Orders, records and reconciliation across channels and systems.

Applications and safeguards

Operations handling orders, supplier documents and information spread across ERP, sales channels and spreadsheets.

  • Check documents for orders and suppliers.
  • Update authorized records across channels and ERP.
  • Reconcile records and route discrepancies for review.

Record, inventory and amount rules need reconciliation. Commercial and financial changes require the approvals defined by the operation.

Related servicesProcess diagnostics and intelligenceSupervised document automationIntegration and incremental modernization

Logistics and transportation

Delivery records, billing and exceptions across TMS, WMS and ERP.

Applications and safeguards

Teams reconciling documents, events and transportation information across systems. Start with administrative workflows and their exceptions.

  • Classify and check delivery records and transportation documents.
  • Prepare billing files and handle missing documentation.
  • Integrate authorized event records across operational systems.

Data quality, traceability and responsibility for exceptions need verification. Vehicle control and physical operations require separate expertise.

Related servicesProcess diagnostics and intelligenceSupervised document automationIntegration and incremental modernization

Manufacturing

Orders, suppliers and the administrative side of production.

Applications and safeguards

Administrative work connecting procurement, suppliers, quality and ERP. The initial scope stays outside industrial control.

  • Organize and check supplier documentation.
  • Prepare orders and administrative records for review.
  • Connect quality documents with management systems.

Quality requirements and record integrity need domain validation. Machinery, industrial safety and production decisions require a specialist project.

Related servicesProcess diagnostics and intelligenceSupervised document automationIntegration and incremental modernization

Technology and telecom

Service desk, AI adoption, integrations and application evolution.

Applications and safeguards

IT teams and providers working with scattered documentation, repetitive tasks and applications that need to connect or evolve.

  • Triage service requests and prepare responses for review.
  • Adopt AI in development and support with task-level evaluation.
  • Integrate and evolve modules with testing and transition planning.

Permissions, environments and support responsibilities need to be defined. Infrastructure and critical system changes require a specific assessment.

Related servicesProcess diagnostics and intelligenceAI adoption with practical governanceIntegration and incremental modernization

Public-sector references

Administrative applications and external case references.

Applications and safeguards

Reference applications, separate from Canadian business engagements. Brazilian commercial conditions are identified on the public-sector offer page.

  • Triage and check applications and attachments.
  • Organize documents from one administrative workflow for review.
  • Connect records and administrative routing across systems.

Decision authority, review, data purposes and procurement requirements are assessed with the agency. Decisions affecting rights remain with the competent authority.

Related servicesProcess diagnostics and intelligenceAI adoption with practical governanceSupervised document automationIntegration and incremental modernization
Explore public sector

Contexts that need specialist assessment.

Financial services and healthcare require domain knowledge and specific controls. The proposed starting point is administrative work, with clear owners and boundaries before delivery.

Financial services and insurance

Document preparation and integration with domain assessment.

Applications and safeguards

Administrative applications for financial operations, brokers and insurers, subject to domain requirements, controls and the buyer’s access conditions.

  • Organize documents and files for human assessment.
  • Check that required information is present in records and requests.
  • Reconcile records across authorized systems.

Confidentiality, traceability and supplier assessment require specialist attention. Credit, risk, claims decisions and regulatory determinations are outside the initial administrative scope.

Related servicesProcess diagnostics and intelligenceAI adoption with practical governanceSupervised document automationIntegration and incremental modernization

Healthcare

Documents and administrative work with authorized data.

Applications and safeguards

Administrative teams at healthcare providers and organizations that need to organize documents and connect service and billing processes.

  • Organize and check administrative attachments.
  • Prepare appointment and billing issues for the team to resolve.
  • Integrate authorized records across administrative systems.

Sensitive data and provider rules require specialist assessment. Diagnosis, clinical treatment and care decisions are outside the proposed administrative scope.

Related servicesProcess diagnostics and intelligenceSupervised document automationIntegration and incremental modernization

Use evidence to decide each next step.

A diagnostic may recommend simplifying, integrating, testing or stopping an idea. Pilots, implementation and ongoing support depend on feasibility and their own agreements.

  1. 01

    Understand and prioritize

    Map the work, establish a baseline and select an opportunity with documented risks and dependencies.

  2. 02

    Test a controlled pilot

    Evaluate a scoped workflow with authorized data, review and comparison against the starting point.

  3. 03

    Implement in stages

    Test integrations and controls, train the team and prepare operational handover and rollback.

  4. 04

    Monitor and improve

    When contracted, review failures, quality and changes under agreed responsibilities and support conditions.

Which process needs to work better?

Describe how the work happens, which systems are involved and who knows its exceptions. An initial conversation helps choose a defined first stage, including whether a paid assessment is useful.

Discuss a workflow
Scope shaped by the market and environment.

Canadian businesses

Define scope, sample, language, data access, currency, price, schedule and support in a project-specific proposal. Your team and the provider agree ownership and the evidence needed for acceptance.

Brazilian public-sector reference

The Brazilian public-sector offer is available in English as a separate reference. Its BRL values, limits and conditions apply to Brazil; they are not Canadian prices or an automatic currency conversion.