the platform
An Allata engagement that deploys the Platform inside your cloud — behind your SSO, with zero data retention. In weeks, not months.
what it is
In production
Clinical document intelligence
Health utilization management firm. HIPAA-compliant medical case review and clinical element extraction for utilization management nurses working under volume pressure.
AI-driven procurement on Snowflake
B2B wholesale distributor. Purchase order recommendations by SKU and quantity, combining internal sales data with external retail point-of-sale feeds.
Identity-aware data democratization
Multi-state life insurance carrier. Analysts and non-technical business users query complex Databricks schemas in plain English — no SQL, no data engineer in the loop. A custom Databricks extension passes each user’s identity through to the data, so existing permissions are preserved end-to-end.
THE ARCHITECTURE
Tickets routed. Invoices coded. Claims processed. Reports generated. Most enterprises lose a third of their team's hours to procedural work that should never need a human. The Automation Layer is what we deploy to take it off them: configured Personas, packaged Skills, and scheduled Orchestration — deployed inside your cloud in one to two weeks. Your cloud, your control.
Pricing decisions. Capital allocation. Hiring. Vendor selection. The hardest calls in any operation depend on context that lives in someone's head, in a deck nobody can find, or in a warehouse that takes a week to query. The Knowledge Layer changes that: Data Products, document and meeting analysis, and self-serve analytics — turning institutional knowledge, historical patterns, and current operational state into context that's persistent, governed, and yours.
add-ons
Three new add-ons coming soon to accelerate the AI work lifecycle — from sequencing the work, to delivering it, to running on top of your data.
Compass
Turn “we should use AI somewhere” into a prioritized backlog with actual use cases delivered. Compass walks teams through their industry’s value chain, surfaces high-impact opportunities, and builds a defensible business case for each.
Scout
AI SDLC Agile Methodology. A structured path from AI idea to production — spec the user story, generate the build plan, validate it, and ship with the artifacts product, security, and audit teams ask for at every gate.
Surveyor
Query the data platforms you’ve invested in — Snowflake, Databricks, Microsoft Fabric — in plain English. Identity-aware retrieval preserves your existing data permissions, so each user sees only what they’re authorized to see.
Security & Governance
01
Chat history, documents, and vector storage stay in storage you control. Every interaction is logged with a full audit trail you can query directly. Data leaves your boundary only during an active prompt — and only to the model provider
02
Enterprise model APIs are contractually guaranteed not to train on your data. Not a vendor policy. Not a configuration setting. A contractual obligation with the model provider itself.
03
Model-agnostic architecture supports multiple enterprise-grade models in parallel. Swap models into production in seconds — route simple tasks to faster, cheaper models and complex reasoning to flagships.
04
Every interaction is user-scoped; sharing is an explicit choice. Admin oversight is configurable — including disabling raw chat history access — to match your privacy requirements.
How An engagement Works
01
We map the highest-leverage AI opportunities — your ideas, ours, or both — by line of business, by margin impact, by feasibility. You leave with a prioritized delivery plan, not a deck of possibilities.
02
We deploy the Platform into your cloud — Azure or AWS, behind your SSO, on your API keys. One to two weeks.
03
We build the initial Personas, Skills, and Data Products around your priority use cases. Most engagements ship working agents within the first month — not pilots, not POCs.
04
As use cases grow, we configure new Personas, integrate new sources, and extend the Platform’s reach across your operation. Your team builds alongside ours, owning what you built.
05
We run it, or your team runs it. Either model works.
how it deploys
We deploy the Platform into Azure or AWS in one to two weeks — Terraform scripts cover standard enterprise scenarios. The Platform sits behind your firewalls, integrates with your SSO (Entra ID, Okta), uses your secrets manager, and streams logs through your OpenTelemetry pipeline into your SIEM.
Allata supplies the code, architecture, and deployment automation. Your team handles infrastructure operations, data governance, access policies, and operational security. Clean responsibility boundaries.
After deployment, we configure the initial Personas and Data Products for your priority use cases.
how we operate it
Most clients have us operate it.
We already know your environment, governance model, and data stack — operating support from us is faster and lower risk than from a vendor starting cold. We keep models current, expand Personas and Data Products as use cases grow, monitor the Platform’s health, manage cost and usage budgets, and configure new integrations as your tools change.
Some clients run it themselves.
Once deployed, the Platform behaves like any internal application — your team handles operations directly. Either model works.
We keep building. You upgrade when you’re ready.
New Personas, new Skills, new agentic patterns. Capability Refresh brings your deployment to the current baseline. Periodic, scoped engagements sized to your customizations.
more wins
Internal HR self-service
Public industrial manufacturer. Instant, consistent answers on HR policy and benefits for every employee.
Sales Coach
B2B equipment rental company. AI coaching persona that walks sellers through discovery, objection handling, and deal strategy. Motivational, peer-like tone. References only approved playbooks.
Engineering AI Workspace
Health benefits platform. Governed AI workspace for software delivery teams — custom assistants and company-specific context across the development lifecycle.
Course-specific learning assistants
Multi-campus university. AI lesson assistants integrated with Canvas LMS — PII redaction, content safety, per-assignment feature controls.
Agentic contract intelligence
Waste services company. AI reads, classifies, and extracts data from contracts — flagging price escalations, surcharge clauses, and renewal dates. Human validation with confidence scoring before any action.
Deal Intelligence
Middle-market private equity firm. Benchmark financials and extract key terms across thousands of historical transaction documents — cited answers in seconds.
Evaluating the Platform? Let’s talk about your environment, your priority use cases, and how a deployment would shape up.