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BUILD.TECHNOLOGY
GROUP
Industries Business Supplies and Equipment

SOLUTION APPROACH

Move policy out of code and let AI prepare the work

Shorten case turnaround by moving status rules into configuration and using AI to assist intake and correspondence.

A 30-minute conversation with a BUILD executive.

A stack of paper documents on a wooden desk
Built aroundSpecialty services network leaders
FocusWorkflow automation
18+ yearsIn business since 2006 · 2025 Inc. 5000
225+ yearsCombined senior engineering experience
100% US-basedOnshore senior delivery team in Atlanta, GA
Partner ecosystemMicrosoft · AWS · Snowflake · HubSpot · Podio

01 / THE CHALLENGE

Software changes slower than business

Status rules lived in code, making small policy changes wait on a full release. Manual intake and one-off automations forced specialists to re-key data and draft letters from scratch.

02 / THE APPROACH

Optimize the process layer

We implement configurable workflows, allow-listed automation, and AI assistance to keep humans in charge of sensitive decisions.

Automated intake workflow

Select a step to explore
A minimalist workstation with a tablet on a desk
A document arrives, AI extracts fields, and a specialist confirms them before the case advances.

STEP 01 / 03

Extract

AI extracts key fields from incoming documents.

THE HANDOFF

Structured data ready for review.

STEP 02 / 03

Confirm

A specialist confirms the extracted fields.

THE HANDOFF

Validated case information.

STEP 03 / 03

Approve

A supervisor approves the queued draft letter.

THE HANDOFF

The correspondence is sent.

03 / HOW WE DELIVER

How we deliver it

We replace hard-coded paths with administrable configuration and auditable automation recipes.

  • 01

    Map cycles

    We trace status handoffs and document intake to find manual bottlenecks.

  • 02

    Configure paths

    We replace hard-coded transitions with administrable workflow edges.

  • 03

    Deploy AI

    We apply AI to intake and drafting with human-in-the-loop approval.

Let’s plan your first step

DISCUSS A SIMILAR PROJECT

Where this fits

Networks coordinating cases through partners that need faster turnaround without constant engineering releases.

BUILD teamUS-based. Atlanta, GA.

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Prefer to talk? +1 (678) 269-6334
Or email info@btg.email

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