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A mid-market organizational intelligence SaaS company·SaaS and B2B tech·United States·Co-build with CTO and CAIO

Co-built an agentic OS that unifies enterprise knowledge and automates research, drafting, and sales prep.

AI strategy
Defined
Evaluation framework
In production
Agent capabilities
Research, briefing, drafting, retrieval
A mid-market organizational intelligence SaaS company illustration
At a glance

What we shipped

A partnership with the client CTO and Chief AI Officer to build an agentic operating system.

Challenge

Companies run on a growing ecosystem of tools. The side effect is knowledge fragmentation. Critical information scatters across email, chat, documents, and internal apps.

Approach

Blueprint → AI Pilot → Production launch → Scale and operate.

We followed the Datablooz Delivery Model. See our process.

  1. Blueprint

    Partnered with CTO and CAIO to define high-impact agent use cases and the unified data architecture.

  2. AI Pilot

    Built knowledge integration plus initial agents for research, drafting, and meeting prep with an evaluation harness.

  3. Production launch

    Shipped agent-based workflow automation across research, document creation, and sales preparation.

  4. Scale and operate

    Expanded to meeting assistants, knowledge graphs, report generation, pipeline insights, and autonomous agents.

Outcomes

Business, technical, and governance outcomes.

  • Unified enterprise knowledge retrieval.
  • Production agents across research and drafting.
  • Scalable evaluation and monitoring framework.
  • Foundation for autonomous business agents.
Architecture and stack
  • Python
  • LLMs
  • LangGraph
  • Vector Database
  • PostgreSQL
  • Kubernetes
Governance

Dedicated AI evaluation and monitoring framework benchmarks agents across real business scenarios for safe iteration.

Working on something similar?

Schedule a call. We will tell you honestly whether AI is the right move.

Reference calls available under NDA after the second working session.