PHSDAI TRANSFORMATION
DATA + AI INTEGRATION / ACTIVECONNECT

Your business already has the data. Make it useful.

PRODUCTS

The answer to an important question is often spread across ERP systems, CRM records, databases and documents. Getting it together can mean another spreadsheet, another report or another wait.

ActiveConnect brings those information sources into a controlled context layer so teams and AI applications can work with the information they need.

[ 02 -1 ]

[ + ]CONNECTED INFORMATION, USABLE ANSWERS

( ARCHITECTURE_ )

We design the integration around your actual systems, user permissions and questions. Depending on the requirements, the architecture may use APIs, indexed data, retrieval, a governed context layer or the Model Context Protocol (MCP).

An authorised user might ask an AI assistant for a breakdown of operational performance, a comparison between periods or the supporting records behind an answer. The engineering challenge is to make the information accurate, explainable and appropriately restricted.

ERPCRMSQLDOCS
→
INTEGRATION
→
CONTEXT
LAYERACCESS · LOGS
→
TEAMSAI APPSREPORTS
ONE COMMON PATTERN. EACH DEPLOYMENT IS DESIGNED AROUND ITS OWN SYSTEMS, PERMISSIONS AND HOSTING REQUIREMENTS.
Aerial view of eroded badlands with dry channels converging
Pipeline
customer-360
Run #4811  /  On change  /  eu-west-1
Last run 18 s agoDone
Sources4 systems
4 / 4
1.2 s
Done
PullAPI agents
18,412 rec
4.8 s
Done
LabelBusiness rules v14
18,390 valid
2.6 s
Done
ResolveMatch model v3
1,204 entities
3.9 s
Done
GovernAccess by role
6,880 chunks
2.1 s
Done
Silvermere Clinicscustomer:001145CRM / ERP / SQL0.94
CRMSilvermere ClinicsERPSILVERMERE CLINICSSQLsilvermere-clinics
Brannock Tooling Ltdcustomer:003318CRM / ERP / SQL0.96
CRMBrannock Tooling LtdERPBRANNOCK TOOLING LIMITEDSQLbrannock-tooling
Kerrow Agri Supplies Ltdcustomer:000962CRM / ERP / SQL0.93
CRMKerrow Agri Supplies LtdERPKERROW AGRI SUPPLIES LIMITEDSQLkerrow-agri
Ostra Freight AScustomer:002107CRM / ERP / SQL0.95
CRMOstra Freight ASERPOSTRA FREIGHT ASSQLostra-freight
Halden Marine Ltdcustomer:000418CRM / ERP / SQL0.97
CRMHalden Marine LtdERPHALDEN MARINE LIMITEDSQLhalden-marine
FIG. 01   One run, from four systems to one context layerILLUSTRATIVE
[ 02 -2 ]

[ + ]BUILT AROUND OPERATIONAL REALITY

( 01 / 04 )
  1. /01
    Multiple systems.

    Connect information that currently lives in different applications and formats.

  2. /02
    Defined permissions.

    Respect the access rules and security requirements agreed for each deployment.

  3. /03
    Traceable answers.

    Design source attribution and logging where the use case requires them.

  4. /04
    Incremental delivery.

    Start with a useful business question and a manageable number of sources, then expand.

( ASK_ )ILLUSTRATIVE
QWhat was gross margin by product line in August, and which line moved most against the last quarter's average?
AGross margin for August was 41.2%. Spirits held at 47.9%, close to the quarter's average of 48.3%. Mixers moved most: 22.4%against 27.1%, down 4.7 points, mainly because freight cost per case rose 18% after the July carrier change.
SOURCES: ERP GENERAL LEDGER, PERIOD CLOSED 31 AUG · FREIGHT INVOICES, AP LEDGER · ACCESS: FINANCE ROLE · QUERY LOGGED
One question, as a finance lead might ask it in an AI assistant. Invented company, invented figures.
[ 02 -3 ]

[ + ]WHO IT'S FOR

Finance leaders looking for answers across systems. Operators managing several businesses or locations. Technology teams trying to give employees useful AI capabilities without uncontrolled access to production systems.

[ + ]IN PRACTICE

Our work with an international food business involved combining operational information from multiple systems so users could interrogate it more easily. We can discuss the architecture and permitted details in a project conversation.

New to the protocol? MCP and enterprise data: what business leaders need to know →

CONTACT
US
[ + ]  DATA + AI INTEGRATION

Ask better questions of the systems you already run.

Start with one business question that matters and the systems that hold the answer. We can help you work out what a useful first integration looks like.