AI Engine COMPASS — Platform & Integration Advisory
Help architecture, procurement and operations choose a technology approach that fits the workflow, existing systems and operating constraints.
Value to the engagement
A justified technology and integration choice
Who this helps
Enterprise architecture, platform team, procurement, security and operations
- BringWorkflow requirements
Design, existing systems and control constraints
- Work throughCompare viable options
Interfaces, platform fit and operating needs
- Leave withA justified choice
Tradeoffs, dependencies and a deployment approach
Why this stage matters
COMPASS compares the practical options for executing the workflow. The solution may combine APIs, native workflows, RPA, document extraction and AI assistance, depending on the interfaces and tasks involved.
An existing platform may be appropriate if it meets the requirements. We document the reasons for the recommendation and the assumptions to confirm, rather than promising a particular cost reduction or prescribing one technology for every step.
Who uses the output, and how
- Architecture and platform teams
- Choose interfaces and components against the actual workflow requirements.
- Sponsor and procurement
- Understand tradeoffs, existing entitlements and costs still requiring confirmation.
- Operations and support
- Know the hosting, access, skills and maintenance responsibilities the choice introduces.
How we evaluate the options
- Map execution and integration needs: Compare approved APIs, application interfaces and workflow capabilities against the target design and failure modes.
- Assess information processing: Evaluate rules, document extraction and AI assistance where relevant. Agentic tool use needs its own assessment of permitted actions, evaluation and human oversight.
- Check the operating fit: Review identity, data handling, hosting, monitoring, team skills and maintenance dependencies with IT and operations.
- Record commercial assumptions: Identify relevant entitlements and the platform or infrastructure estimates that need confirmation. Document tradeoffs and update the business case when those inputs change.
Keep the recommendation traceable
Record which requirements each option meets, which gaps remain and why an alternative was not selected. Revisit BLUEPRINT or GATE when those findings change the design or investment case.
What you leave with
The recommendation connects a technology choice to the evidence and responsibilities behind it:
Deliverables and acceptance criteria are confirmed in the engagement scope.
- Platform and integration decision record: Options, evaluation criteria, evidence, tradeoffs and reasons for the recommendation.
- Deployment and integration architecture: Selected components, approved interfaces, identities, data movement and operating dependencies.
- Readiness and assumption register: Entitlements to confirm, technical checks to complete, owners and any required updates to design or business-case assumptions.
Order-to-cash integration
Starting situation: The team is comparing RPA and API workflows without a confirmed view of ERP access or exception handling.
Useful output: Architecture and operations receive a reasoned interface choice, its dependencies and the design changes needed before implementation.
An example of how the stage can be used, not a client result or a promised outcome.