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AI Implementation for the Mid-Market

We have Claude, Copilot, ChatGPT, Cursor... now what?

Buying the license was the easy part. Now make it work.

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  • 01

    You have Claude.
    Nobody's using it.

  • 02

    Your data is in 6 systems.
    AI can't touch any of them.

  • 03

    The POC worked.
    The rollout didn't.

  • 04

    Your team is prompting.
    Your processes haven't changed.

Services

Three ways we make AI actually work.

You don't need another strategy deck. You need someone who will wire it up, ship it, and stay until your team uses it.

🏗

AI Implementation

We get it working. Strategy to deployment, end to end.

  • Use-case selection tied to P&L
  • Agents, artifacts, and skills built for you
  • Security and governance from day one
📊

MarquisIQ

Your enterprise data, connected and governed for AI. The bridge between Claude and your ERP, EDW, and CRM.

  • Epicor, SAP, and Dynamics connectors
  • Certified queries and semantic context
  • Row-level security and audit trail
🎓

AI Enablement

Your team, trained. Workflows, rebuilt. Adoption, real.

  • Role-based training that sticks
  • Process redesign, not prompt tips
  • Adoption metrics you can report on
How It Works

From license to leverage.

Four steps. No twelve-month roadmap before anything ships.

01

Assess

We map what you have, where AI fits, and what's in the way.

02

Connect

We wire your data to AI with MarquisIQ — governed, secure, meaningful.

03

Deploy

We build the agents, artifacts, and workflows your team will actually use.

04

Adopt

We train, embed, and measure. Then we do it again.

MarquisIQ

Your data.
AI-ready.

MarquisIQ sits between your AI platform and your enterprise systems — not as the platform, but as the intelligence layer that makes it safe, governed, and meaningful.

EpicorSAPDynamicsSnowflakeSQL ServerSalesforce
🧠

Marquis Context

Semantic definitions and KPI rules so AI speaks your language.

📈

Marquis Analytics

Certified datasets, row-level security, trusted reports.

🏭

Marquis ERP

Epicor, SAP, Dynamics connectors with schema mapping.

✅

Certified Queries

Approved SQL patterns. No hallucinated joins.

🛡️

Access Control

Role-based permissions, audit trail, compliance.

The Enterprise AI Landscape

Where agents, data, and your team connect.

Claude is the engine. Your ERP is the truth. MarquisIQ is the governed layer in between — so every answer is one you can trust.

👤
YouBusiness User · Analyst · Leader
Chat · Prompt · Task
AI Platform
✦
Claude

AI reasoning engine — understands context, language, and intent

Lives here
🤖
Agents

Autonomous orchestrators — call tools, run multi-step workflows, deliver results without babysitting

📄
Artifacts

Persistent outputs: dashboards, pages, reports

⚡
Skills

Packaged instructions and best-practice workflows

👥
Cowork

Collaborative sessions with shared context and memory

MCP Protocol — tool calls
MCP Connectors — agents call these tools to access data and take actions
◆ Marquis
🔐
Marquis MCP

Governed enterprise data access — certified queries, semantic context, row-level security enforced

💬
Slack / Teams

Post summaries, alerts, and reports to channels

☁️
Salesforce

Read and update CRM records and opportunities

📁
Google / M365

Docs, Drive, Sheets, SharePoint, Outlook

⚙️
Custom MCPs

Internal APIs, proprietary tools, bespoke connectors

Governed queries · semantic layer
★ MarquisIQ — Governed Enterprise Data Layer

The bridge between your AI and your enterprise data. Not the platform — the intelligence layer that makes it safe, governed, and meaningful.

Enterprise data, governed
🧠
Marquis Context

Semantic definitions, KPI rules, business logic — AI speaks your language

📈
Marquis Analytics

Pre-built certified datasets, row-level security, trusted reports

🏭
Marquis ERP

ERP-specific connectors, schema mapping, transaction views

✅
Certified Queries

Approved, audited SQL patterns — no hallucinated joins

🛡️
Access Control

Role-based permissions, audit trail, compliance enforcement

SQL queries · API calls
Enterprise Data Sources
🏛️
EDW

Enterprise Data Warehouse — Snowflake, SQL Server, Redshift

⚙️
ERP

Epicor, SAP, Microsoft Dynamics, Oracle

🤝
CRM

Salesforce, HubSpot, Microsoft Dynamics CRM

🗄️
Databases

SQL Server, PostgreSQL, MySQL, operational DBs

📂
Files & APIs

Excel, CSV, REST APIs, third-party data feeds

Marquis-built components AI Platform Third-party connectors & data Lives here Agents run in the AI Platform, calling any MCP connector
The Digital Workforce

Your AI team.
Already at work.

Beyond request and response. Agents that monitor your business, surface what matters, and reach out proactively — powered by governed data from MarquisIQ.

Your team · 5 agents active
Working
I
Ish
Inventory Planning
AI Agent
Working
M
Mia
Marketing Associate
AI Agent
Working
N
Nova
Revenue Operations
AI Agent
Working
L
Leo
Supply Chain
AI Agent
Working
S
Sam
Customer Success
AI Agent
Direct messages · Live
Agent activity
Y You
N
Nova14m ago

Closed-lost tagging done for Q3. Biggest theme: implementation concerns. Recommend we address it in the next deck.

M
Mia7m ago

Engagement is up 34% this week. The two posts about team AI tools are driving it — worth a follow-up thread?

composing…
Who We Work With

Mid-market manufacturers, distributors, and service businesses who run on Epicor, SAP, Dynamics — and are serious about AI.

  • 🏭 Manufacturing
  • 🚚 Distribution
  • 💼 Professional Services
  • 🥫 Food & Beverage
  • ⚡ Energy
Systems we connect to AI every day
  • Epicor
  • SAP
  • Microsoft Dynamics
  • NetSuite
  • Sage
  • Infor
  • Acumatica
  • Salesforce

Ready to make your AI investment work?

Most implementations stall in the first 90 days. We don't let that happen.

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