Bottomline Consulting Team — Agentic AI, BI, automation & enterprise architecture

Agentic AI · BI · Automation

Activate practical AI use cases with clarity and confidence.

From agentic BI and reporting to process automation — we help you design MCP-connected, RAG-grounded solutions with enterprise-grade data management.

AgenticAI workflows
MCPTool integration
RAGGrounded answers

Agentic AI use cases

High-value patterns we activate

Practical agentic workflows — not demos. Each use case is designed with governance, data readiness, and measurable business outcomes.

Business intelligence

Agentic BI & reporting

AI agents that query governed data, generate narrative insights, and produce executive-ready reports on demand — with full audit trails.

  • Natural-language questions over curated semantic models
  • Automated variance analysis and commentary drafts
  • Scheduled board packs with human-in-the-loop approval
  • Drill-down from KPI to underlying transactions
Ask → Retrieve → Analyse → Report
Process automation

Business process automation

Agentic workflows that orchestrate approvals, document handling, and system updates across ERP, CRM, and collaboration tools.

  • Invoice processing and exception routing
  • Onboarding and compliance checklist automation
  • Case management with intelligent triage
  • Cross-system handoffs via MCP-connected tools
Trigger → Agent → MCP act → Complete
Knowledge & search

Enterprise knowledge assistants

RAG-grounded copilots for policy, product, and operational knowledge — with source citations and access controls.

  • Policy and procedure Q&A for frontline teams
  • Sales enablement with product catalogue grounding
  • Engineering runbooks and incident playbooks
Query → Embed → RAG → Answer
Decision support

Executive & operational decision support

Agents that synthesise signals from multiple systems and present options with trade-offs — never black-box recommendations.

  • Scenario modelling with explainable assumptions
  • Risk and compliance pre-checks before action
  • Meeting prep briefs from CRM, email, and docs
Signals → Synthesise → Options

Technical architecture

MCP, RAG & data management flows

How enterprise AI use cases connect — animated reference architectures you can discuss with technical and business stakeholders.

User / App Chat · Workflow AI Agent Reasoning · Plan Tool selection MCP Layer Protocol bridge Tool registry Auth · Schema ERP / Finance CRM Data warehouse Ticketing · ITSM Custom APIs

Model Context Protocol (MCP) lets agents call enterprise tools safely — with schema validation, auth, and audit logging at the bridge layer.

Agent orchestration MCP protocol Enterprise systems
Documents Policies Reports Ingest & chunk Parse · Clean Metadata tag PII scan Embed Vector model Vector store Hybrid search ACL filters Versioning RAG query Retrieve + rank LLM Grounded response User question

Retrieval-augmented generation grounds answers in your documents — with governance at ingest, embedding, and retrieval stages.

Vector pipeline Embedding Grounded generation
SOURCES ERP CRM Lake / DW Files Integration ETL / ELT CDC streams API feeds Data governance Catalog & lineage Quality rules Classification Access policies Retention Semantic layer Metrics · Models BI-ready AI consumption layer RAG knowledge base Agent data APIs MCP tool endpoints Monitoring · Audit

AI use cases succeed when data is governed before it reaches agents — catalogued, quality-checked, and exposed through controlled APIs and MCP tools.

Integration Governance AI layer

What we do

From discovery to production-ready pilots

We design agentic architectures with your teams — MCP tool design, RAG pipelines, and data governance included from day one.

AI use case discovery

Workshops mapping agentic BI, automation, and knowledge use cases to business outcomes.

Architecture & governance

MCP integration patterns, RAG design, and data management for regulated environments.

Pilot activation

Scoped pilots with success metrics, human-in-the-loop controls, and scale pathways.

Our framework

Discover. Prioritise. Activate.

1

Discover

Map agentic opportunities, data flows, and MCP/RAG readiness.

2

Prioritise

Score by value, risk, and technical feasibility.

3

Activate

Launch pilots with architecture diagrams and governance baked in.

Get in touch

Discuss your agentic AI roadmap

BI automation, MCP integration, RAG, or full use case activation — tell us where you are.

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