WORKFLOW AUTOMATION
Automate intelligently, across departments and platforms, with Microsoft AI capabilities.
We help organisations streamline operations by eliminating bottlenecks and manual tasks through intelligent workflow automation.
We don’t just automate we optimize. Using AI models, we enable intelligent document processing, predictive routing, approval suggestions, and exception handling. Whether it’s automating sales hand-offs from Salesforce to Dynamics 365, or orchestrating back-office workflows across SharePoint and Teams, we design systems that reduce turnaround time, cut costs, and boost scalability.
Key Capabilities:
Cross-platform workflow orchestration (Microsoft 365, Azure, Salesforce etc.)
Intelligent document & form processing (AI Builder etc.)
Event-driven automation (e.g. customer onboarding, ticket resolution)
Integration with third-party APIs and data services
AGENTIC AI SOLUTIONS
Build AI agents that think, reason, and act across customer journeys, operations, and digital systems.
Agentic AI represents a new paradigm: goal-oriented, autonomous systems that can interact with humans and tools to solve real problems. We specialize in building intelligent agents that use LLMs, planning tools, and task chaining embedded within Microsoft Copilot Framework and Azure AI Foundry.
From sales support agents that research leads and log CRM updates, to IT assistants that troubleshoot user issues across systems, our agents integrate deeply into Microsoft 365, Salesforce Service and custom APIs. These are not just bots, they’re digital coworkers.
Use Cases:
AI agents that autonomously handle support tickets using Salesforce AgentForce
Agents in Microsoft Teams that trigger Power Automate workflows based on user intent
Domain-specific planning agents for supply chain, finance, or HR
Multi-turn, cross-platform interactions combining Copilot + Salesforce data
AI APPLICATION DEVELOPMENT
Deliver intelligent, AI-powered applications tailored to business goals across web, mobile, and cloud.
We help enterprises design, develop, and deploy AI-native applications that are secure, scalable, and user-centric. Built using Microsoft Azure AI, Salesforce Platform, and cutting-edge open-source AI models, our apps go far beyond basic automation; they reason, predict, interact, and adapt in real-time.
Whether it’s a GenAI-powered insights dashboard in Power BI, a lead qualification assistant inside Salesforce, or a mobile app that uses vision AI for field service, we build smart solutions aligned to your workflows and customers.
Highlights:
AI-enhanced customer portals, dashboards, and internal tools
Integration with Microsoft AI Services, Azure ML, OpenAI, and Salesforce Data Cloud
Secure and scalable architecture (compliant with GDPR, SOC2, HIPAA)
Real-time AI interaction, vision/NLP models, voice interfaces, and more
CUSTOM AI AGENTS/BOTS
Deploy multi-channel conversational bots and task agents, grounded in your data, context, and brand voice.
Today’s businesses need digital agents that go beyond Q&A, they need smart, task-completing, omnichannel agents that connect with enterprise systems and deliver real outcomes.
We design custom bots and virtual agents using Azure Bot Framework, Power Virtual Agents, Salesforce Einstein Bots, and AgentForce AI Bots. Our bots are grounded in your enterprise knowledge, integrated with internal APIs and CRMs, and trained for natural, secure, multilingual conversation.
Examples:
Salesforce-integrated customer support bots that resolve 80% of queries automatically
Internal HR bots in Teams that assist employees with payroll, leave, and policies
GenAI-powered assistants that summarize cases, update CRMs, and trigger automations
Voice-enabled agents on IVR systems using Microsoft Cognitive Services
AI GOVERNANCE & RESPONSIBLE AI
Adopt AI responsibly with enterprise-grade governance, policy frameworks, and risk controls.
We support organizations in implementing governance models that ensure AI systems are fair, transparent, secure, and compliant. Working with Microsoft’s Responsible AI Standard and Salesforce’s Ethical AI practices, we help you define policies, operationalize ethics, and implement controls from the ground up.
This includes audits, risk assessment, bias detection, monitoring pipelines, consent management, and more ensuring your use of AI meets global standards and industry-specific compliance (GDPR, HIPAA, ISO/IEC 42001, etc.).
What We Deliver:
AI risk & compliance assessments
Model transparency, documentation & auditability
Data privacy and retention policy alignment
Responsible AI policies embedded in M365, Azure, and Salesforce ecosystems
AI & GENERATIVE AI TRAINING PROGRAMS
Upskill your teams with hands-on AI training — tailored for Microsoft, Salesforce, and your industry.
Adopting AI starts with equipping your people. We deliver structured, actionable learning experiences to transform your teams into AI-powered problem-solvers. From prompt engineering to enterprise AI strategy, we customize every training around your tools, use cases, and goals.
As Microsoft and Salesforce partners, we train teams on:
Microsoft Copilot across Word, Excel, Outlook, Power BI
Azure AI Studio, OpenAI on Azure, and Power Platform
Salesforce Einstein Copilot, AgentForce, Flow, and Prompt Studio
Our programs are available as:
Executive briefings & AI adoption roadmaps
Onsite workshops and role-specific training (Ops, IT, Sales, CX)
Hands-on sandbox labs and hackathons
Webinars and ongoing enablement series
Industries We Serve
We help organizations across diverse sectors unlock the power of AI transforming operations, improving decision-making, and delivering better customer and employee experiences. Our industry-tailored solutions leverage the Microsoft AI ecosystem, GPT models, and enterprise-grade platforms to meet real-world challenges with speed, scale, and security. Here’s how we deliver impact across industries:
Financial Services
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Automate client onboarding, compliance, and KYC processes
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Create AI copilots for relationship managers, analysts, and support teams
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Deploy secure, audit-ready GPT solutions for reporting and risk analysis
Healthcare & Life Sciences
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Build clinical documentation assistants and medical knowledge bots
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Summarize lab results, research articles, and patient histories using GPT
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Ensure HIPAA-compliant deployment and governance of AI models
Retail & eCommerce
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Deliver hyper-personalized shopping experiences with GenAI
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Automate customer service, product Q&A, and order tracking
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Generate product descriptions, marketing copy, and dynamic search enhancements
Manufacturing & Supply Chain
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Forecast demand and optimize production with predictive AI
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Use copilots for equipment diagnostics, safety checks, and SOP guidance
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Automate supplier management, inventory workflows, and logistics coordination
Public Sector & Education
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Create citizen service bots, policy assistants, and internal copilots
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Summarize legislation, grant data, or academic content with accuracy
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Uphold transparency, bias mitigation, and regulatory compliance in all models
Professional Services & Legal
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Draft, review, and summarize contracts or legal memos with GPT
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Automate knowledge retrieval for case law, policies, and legal precedents
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Ensure traceability and human-in-the-loop workflows for sensitive use cases
Technology & SaaS
Accelerate product development with agents for code, design, and QA
Analyze product feedback, support trends, and documentation gaps
Embed AI into SaaS offerings with scalable architecture and governance
Energy & Utilities
Predict equipment maintenance needs and optimize energy usage
Build copilots for compliance tracking, outage response, and safety reporting
Use AI to interpret sensor data, technical reports, or environmental metrics
Telecommunications
Automate customer support and service plan inquiries with GPT bots
Summarize ticket histories, network diagnostics, or outage reports
Enable agents and technicians with real-time AI copilots and data retrieval
Real Estate & Construction
Automate lease generation, site documentation, and RFP responses
Create copilots for project planning, compliance tracking, and safety reviews
Use GenAI for summarizing permits, proposals, and architectural documents
Media & Entertainment
Generate content summaries, social copy, and metadata tagging
Automate internal workflows for asset management and approvals
Create AI copilots for editorial teams, production tracking, or fan engagement
Travel & Hospitality
Power booking assistants, concierge bots, and trip planners with GPT
Summarize guest feedback and streamline itinerary customization
Automate internal workflows like incident reporting or compliance updates
Critisite AI Process workflow
AI, GenAI & Machine Learning Consultancy: Tailored Solutions for Real World Impact
At Critisite, we specialize in transforming businesses through AI and machine learning. Our approach is not just about applying technology, but about understanding your unique challenges and building custom solutions that drive measurable results. We guide you through the entire process — from initial discovery and strategic planning to development, deployment, and ongoing support.
Our Process: A Collaborative, Results-Driven Journey
Understanding Your Business
Every successful AI implementation begins with understanding you. We start by engaging with your team to understand your business goals, challenges, and the existing data ecosystem. Our goal is to identify high-impact areas where AI can make a difference — whether it’s streamlining operations, improving customer experience, or creating new revenue streams.
Custom AI Strategy Development
Based on our understanding of your needs, we develop a clear, customized AI strategy. This includes evaluating the right technologies, defining a roadmap, and identifying the best AI and machine learning models to solve your specific challenges. We take into account your existing processes, infrastructure, and long-term vision to ensure a solution that scales.
Prototyping & Proof of Concept
To ensure our proposed solution is feasible and aligned with your needs, we create prototypes and proof of concepts (POCs). This step allows us to validate our approach, gather early feedback, and iterate quickly. It ensures we’re on the right track before full-scale development begins.
Data Strategy & System Optimization
AI thrives on quality data. We help you create a robust data strategy that includes data cleansing, transformation, and integration, ensuring that your datasets are reliable, organized, and actionable. We also assess your infrastructure and make recommendations to ensure that it can handle advanced AI models and deliver optimal performance.
Implementation & Scalability
With the strategy and prototypes in place, we move into full-scale AI implementation. We work hand-in-hand with your team to integrate AI solutions seamlessly into your existing systems, ensuring minimal disruption and maximum efficiency. Our focus is on delivering scalable, flexible solutions that grow with your business.
Continuous Improvement & Support
AI is a dynamic field, and we believe in ongoing optimization. After deployment, we continue to monitor, analyze, and fine-tune the system, ensuring that it evolves with your business needs. We provide continuous support, training, and innovation to help you stay ahead in an ever-changing market.
Case study 1
AI-Powered Sales Automation with Microsoft Dynamics 365 Copilot
Client Profile: An enterprise sales organization with a large sales team and complex CRM processes, using Microsoft Dynamics 365 for managing customer data, leads, and sales pipelines.
Client Challenge: The client faced the following challenges:
Manual lead preparation: Sales reps spent significant time reviewing CRM data and preparing lead information for outreach.
Inefficient pipeline tracking: Tracking leads through the pipeline was manual and error-prone, leading to missed opportunities.
Inconsistent outreach: Sales reps had varying levels of personalization and efficiency in their communications, negatively impacting conversion rates.
Solution Provided:
We implemented a Microsoft Dynamics 365 Sales Copilot, integrated with Power Automate and Azure OpenAI (GPT-4), to streamline and automate their sales process:
Lead Summarization & Personalization: Copilot analyzes lead data from Dynamics 365, including past interactions and purchase history, and generates tailored outreach messages and email templates. This cuts down on lead prep time by over 30%.
Pipeline Automation: Power Automate workflows trigger notifications for when a lead advances through stages, auto-populating CRM fields, and ensuring consistent follow-up.
AI-driven Lead Scoring: A custom AI model trained on historical data was deployed to prioritize leads based on their likelihood to convert, allowing sales reps to focus on high-priority opportunities.
Real-time Insights: Copilot provides daily reports on lead activity, trends, and upcoming actions, giving managers and sales reps a complete view of pipeline health.
Results Achieved:
30% Reduction in Lead Prep Time: Sales reps saved hours per week as they no longer needed to manually review and compile lead data.
Improved Conversion Rates by 15%: The AI-generated emails and outreach templates led to more personalized, relevant communication with prospects.
Faster Response Times: Automation helped reduce the sales cycle and ensured that leads were consistently followed up with, even when sales reps were busy.
Case study 2
HR Automation with AI Chatbot Assistant
Client Profile: A fast-growing global company managing HR functions for over 1,000 employees, seeking to automate internal HR processes and provide employees with immediate access to HR-related information.
Client Challenge: The company faced several HR-related bottlenecks:
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Manual HR Inquiries: HR staff spent considerable time answering routine employee questions about policies, benefits, and leave requests.
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Onboarding Delays: New hires were often left waiting for key information, slowing down their onboarding experience.
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Compliance Risks: Ensuring that employees followed up-to-date policies for leave, benefits, and work-from-home regulations was challenging.
Solution Provided:
We created a HR Assistant Copilot leveraging Microsoft Power Virtual Agents (for chatbot creation) and AI Builder to automate HR inquiries and provide real-time employee support.
AI Chatbot for FAQs: A chatbot was deployed across the company’s intranet and Teams, handling common HR questions, including those related to leave balances, benefit details, and work-from-home policies. The AI chatbot is integrated with SharePoint, pulling the latest policy updates in real time.
Automated Onboarding: The system guides new hires through the onboarding process by providing them with necessary documents, training materials, and company policies.
Leave Management System: AI-driven workflows in Power Automate help employees request time off, automatically checking policy compliance and updating the system in real time.
HR Data Integration: The chatbot is integrated with Microsoft 365 tools, providing HR staff with updates and alerts when new requests or inquiries come in, allowing them to prioritize tasks.
Results Achieved:
60% Reduction in HR Inquiry Response Time: Employees now receive instant responses to routine HR questions, reducing HR staff workload.
30% Faster Onboarding: New hires complete key onboarding tasks more efficiently, reducing the overall time to productivity.
Improved Compliance: Automated leave requests and up-to-date policy checks helped reduce errors and ensure that employees follow current company policies.
Case study 3
Marketing Automation with Power Automate and AI Insights
Client Profile: A medium-sized e-commerce company with a growing marketing team, seeking to improve campaign efficiency, automate repetitive tasks, and better leverage customer data for personalized campaigns.
Client Challenge: The marketing team was struggling with:
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Manual Campaign Tracking: Marketing campaigns across email, social media, and newsletters were tracked manually, making it difficult to assess performance in real-time.
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Inefficient Personalization: While data was available, they lacked automation to personalize outreach at scale, leading to generic email blasts.
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Fragmented Systems: The company’s marketing tools were siloed, requiring data to be manually transferred between platforms.
Solution Provided:
We implemented a Power Automate-driven marketing automation system, integrated with Microsoft Dynamics 365 Marketing and Azure AI to streamline their efforts.
Automated Campaign Workflow: Using Power Automate, we connected their marketing tools (email, social media, CRM) into a unified pipeline that automatically tracks KPIs like open rates, engagement, and conversion rates.
AI-Powered Customer Segmentation: Leveraging Azure AI, we applied machine learning algorithms to segment their audience based on behaviors, demographics, and past interactions. The system automatically creates targeted lists for email campaigns.
Personalized Content Generation: Integrated Power Apps with Azure OpenAI to auto-generate personalized email content based on customer behavior and purchasing patterns.
Real-time Campaign Dashboards: A custom dashboard was built using Power BI to provide marketing managers with real-time analytics and insights on ongoing campaigns.
Results Achieved:
50% Reduction in Campaign Prep Time: Automated workflows decreased manual work, freeing up time for creative efforts.
30% Improvement in Conversion Rates: Personalized email campaigns led to better engagement and higher conversions.
20% Increase in Campaign ROI: Better targeting and real-time adjustments improved overall campaign effectiveness.
Case study 4
Finance Process Automation & AI for Invoice Management
Client Profile: A large financial services firm with a significant back-office operation for managing invoices, approvals, and reporting, looking to reduce manual workload and ensure compliance.
Client Challenge: The finance team faced these challenges:
Manual Invoice Approval: Staff spent hours manually reviewing and approving invoices, leading to delays and human error.
Inefficient Reporting: Monthly financial reports were generated manually, leading to errors and long wait times for stakeholders.
Compliance Risks: It was difficult to ensure invoices and payments adhered to the company’s internal controls and compliance requirements.
Solution Provided:
We developed an automated invoice management system using Power Automate, Dynamics 365, and Azure AI to streamline processes and improve compliance.
Invoice Processing Automation: We used AI Builder to scan incoming invoices, extract key data (amount, vendor, date), and automatically approve or flag them for review. The system integrates with Power Automate to route approved invoices directly to the appropriate accounts payable system.
Automated Reporting: A custom Power BI dashboard was created to generate real-time financial reports, pulling data directly from their accounting system and Dynamics 365.
Compliance Validation: Using AI, we implemented automated checks to ensure invoices adhered to the company’s policies (e.g., vendor verification, budget validation). Any discrepancies were flagged for human review.
Results Achieved:
70% Reduction in Manual Invoice Processing: Automation eliminated the need for manual invoice entry and approval.
Improved Compliance & Accuracy: AI-driven validation reduced human errors and ensured adherence to internal policies.
Faster Reporting: Financial reports are now generated in real-time, providing stakeholders with up-to-date data.