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A leading Provider in Modular Space Solutions

Leader in Modular Space Builds AI Foundation in Eight Weeks  Enabling Enterprise-Wide Adoption           

A leading provider in modular space solutions faced mounting pressure as field and sales teams couldn't find critical product specs and procedures buried across 14+ disconnected systems and tangled SharePoint sites. After shutting down commercial ChatGPT access due to security concerns, the company needed a secure, enterprise-controlled AI solution that could deliver productivity gains without compromising corporate data. Allata deployed the Allata AI Accelerator Framework in an 8-week engagement, establishing a secure multi-model AI platform with two sales-focused personas that positioned the organization for broader AI adoption while eliminating security vulnerabilities.

OVERVIEW 

In just eight weeks, the modular solutions provider transitioned from security concerns over uncontrolled commercial AI tools to a fully deployed, enterprise-grade AI platform integrated with their existing infrastructure. The solution provided immediate value through two production-ready AI personas designed to support sales coaching and process guidance, directly addressing the bandwidth constraints faced by the training team. 

Beyond the initial use cases, the Allata AI Accelerator Framework established the secure architecture and governance framework necessary for enterprise-wide AI adoption. With multi-model support and Microsoft 365 connectivity in place, the organization gained the flexibility to expand AI capabilities across additional business functions while maintaining complete control over corporate data. 

Key outcomes achieved: 

THE CHALLENGE

The company’s field teams and sales organization operated in an environment where critical information product specifications, policy documents, standard work instructions and operational procedures were scattered across more than fourteen different systems. The organization’s extensive SharePoint infrastructure created navigation challenges that left employees spending valuable time searching for information rather than serving customers.  

As employees sought productivity gains through commercial AI tools like ChatGPT, the company faced a difficult decision. The security risks of uncontrolled AI access to corporate data were unacceptable, leading the organization to shut down access to commercial AI platforms. This left a gap for employees who needed AI-powered tools to remain competitive while ensuring enterprise-grade security and control. 

The training team found itself overwhelmed with requests from sales personnel seeking process guidance and coaching. Manual research across disconnected systems consumed time that could have been spent on customer-facing activities. Without a secure AI solution, the company risked falling behind competitors in AI adoption while continuing to face productivity losses from fragmented information access. 

Critical challenges included: 

OUR SOLUTION 

Allata deployed its AI Accelerator Framework through a structured 8-week engagement. Phase 1 focused on establishing the secure foundation and implementing multi-model support with OpenAI, Azure OpenAI, and Claude through AWS Bedrock, as well as, establishing SharePoint connectivity, applying company branding, and configuring Active Directory and EntraID authentication. Phase 2 built on this foundation by developing two sales-focused AI personas, configuring SharePoint data products for accurate responses, and conducting user acceptance testing with key pilot users. 

Working closely with the client’s security-conscious IT team, Allata configured the solution to remain entirely within the AWS ecosystem. The team made specific architectural adjustments to meet these stringent security requirements while maintaining the flexibility and performance of the business needed. 

The engagement included comprehensive documentation and knowledge transfer activities designed to enable the team to manage and expand the Framework independently.  

Implementation highlights: 

  • Two-phase deployment: secure foundation + sales persona development 
  • Multi-model AI support (OpenAI, Azure OpenAI, Claude) via AWS Bedrock integration. 
  • Enterprise security with AD/EntraID authentication and AWS-contained architecture 
  • SharePoint connectivity enabling AI access to product specs and operational procedures 
  • Comprehensive knowledge transfer through IT sessions and technical documentation 

THE RESULT  

The company successfully replaced unsecured commercial ChatGPT access with a fully controlled, enterprise-grade AI framework. The training team gained two production-ready AI personas, one focused on sales coaching, another on process guidance, that provided self-service support capabilities and freed team bandwidth for strategic initiatives. 

The framework provided the organization with the secure architecture, governance framework, and multi-model flexibility needed to expand AI capabilities across the enterprise. Even before completing the initial implementation, the team began exploring additional use cases and testing agent-to-agent capabilities. After evaluating competing solutions, including Microsoft’s offerings, the client confirmed that the Allata AI Accelerator Framework delivered superior results. 

Business outcomes achieved: 

technology

The solution leveraged AWS services to deliver enterprise-grade security, scalability, and performance within the client’s existing infrastructure. 

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