Case Studies & AI Use Cases
Real-world implementations of agentic AI, data platforms, and governance-first architectures — designed for production, security, and decision impact.
These examples illustrate how architecture, data quality, and control come together in regulated, enterprise environments.
HR: AI-Powered Employee Support & Policy Assistant
Each use case demonstrates a repeatable architectural pattern — not a one-off solution — spanning data foundations, AI orchestration, governance, and decision delivery.
Built a self-service HR assistant using Power Apps and Copilot Studio to answer policy, leave, and project questions using documents plus live HR data.
- Power Apps Canvas App as the employee-facing self-service portal
- Copilot Studio Copilot with generative AI and tool-calling
- Policies and FAQs stored in SharePoint / Dataverse as the knowledge base
- Secure Power Automate flows as custom tools to fetch live HR data (leave, assignments)
Finance: Multi-Agent Cashflow Automation
Designed a multi-agent architecture to automate cashflow categorisation, anomaly detection, forecasting, and payments while maintaining strong security and compliance.
- Layered architecture with Data, Retriever, Reasoner (LangGraph), Actuator, and Guardrails
- Python agent framework using LangGraph, Pydantic, pandas, scikit-learn, and Databricks SQL connector
- MLflow integration for model tracking, versioning, and experiment governance
- Streamlit UI for operations teams plus secure storage and cryptography for secrets
Finance: Personalized Investment Research Assistant
An agent that gives retail investors fast, summarised research on companies and stocks by combining news, SEC filings, and market data.
- Web search for recent news and analyst sentiment
- SEC EDGAR loaders for 10-K / 10-Q filings and annual reports
- Financial APIs for real-time prices and key metrics
- ReAct-style LangChain agent using tools to reduce hallucinations and provide balanced summaries
Health: Symptom Checker & Triage Advisor
A retrieval-based health assistant that asks about symptoms, suggests possible conditions, and recommends the right level of care with clear safety disclaimers.
- Medical vector store built from trusted health sources (e.g. Mayo Clinic, CDC)
- Retriever tool to fetch the most relevant symptom–condition information
- ReAct conversational agent with memory to hold the full symptom conversation
- Strong prompts and disclaimers ensuring the agent never replaces medical professionals
University: Course Enrollment & FAQ Assistant
A student-facing agent that answers questions about courses, prerequisites, professors, and policies using university data and a vector store.
- Vector database built from course catalogs, calendars, and student handbooks
- Retriever tool for course, policy, and timetable questions
- Conversational retrieval chain with memory for student context (e.g. major, previous queries)
- Prompt templates tuned for accurate, policy-aligned student support
University: Data & Research Assistant
An intelligent interface for students, staff, and faculty to query policies, summarise research, and navigate distributed university content.
- Ingestion from websites, PDFs, syllabi, and academic paper repositories into a vector store
- Dedicated tools for policy RAG, research RAG, and live search (e.g. events, news)
- Multi-tool ReAct agent that chooses the right retriever and search tool per question
- Responses that combine policy answers with research summaries and references
Finance: Financial Data Analyst & Reporter
An AI assistant that reads financial reports, earnings calls, and news, then produces summaries, sentiment, and key metrics with strong numerical accuracy.
- RAG over SEC filings, earnings PDFs, and transcripts for qualitative insights
- Calculator tool for growth rates, YoY comparisons, and other numeric reasoning
- SQL tool connected to structured financial metrics for precise queries
- Custom Python tools for advanced analytics such as CAGR or risk ratios
HR: Intelligent Helpdesk & Onboarding Buddy
A 24/7 HR assistant that answers benefits and policy questions, retrieves personalised data, and guides new hires through onboarding.
- RAG over HR handbooks, benefits guides, and internal FAQs
- Secure API tool to fetch personal data (e.g. PTO balance) from HRIS systems like Workday
- Ticketing integration to escalate complex queries into Jira or Zendesk when needed
- Strict rules to avoid guessing about personal data, always relying on authenticated tools
Want a deeper look into any use case?
Book a conversation to walk through the architecture, tooling choices, and delivery patterns behind any of these solutions.