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IRIS: Information Response Intelligence System

IRIS: Project estimates and process documentation represent one of the most laborious and procrastinated steps of getting work priced, defined and signed off on.

IRIS (Information Response Intelligence System) transforms ERP data into a streamlined, intelligent tool that boosts efficiency and delivers access. Using AI, it summarizes and organizes existing CRM data, into cogent, easy to understand, accurate project plans and estimates.

When a user submits a query, the system retrieves relevant CRM data, combines it with the original prompt, and sends it to OpenAI models (4o, 4o-mini, and o3-mini) for processing. The result is a response that’s informed by historical insights and tailored to the user’s needs.

Future enhancements include real-time database queries for live updates and decision-making capabilities to suggest optimal routes based on incoming requests. This multi-model approach ensures accurate, dynamic responses while streamlining workflows and improving customer interactions.

IRIS

How it Works:

AI-Powered ERP Cleanup: Used AI to organize + summarize messy CRM data—transforming scattered notes into actionable insights.

Instant Recall Engine: Built a search engine-like index for lightning-fast data access—no more manual digging through records.

Smart Response System: When users ask a question, the system instantly scours the CRM for similar past interactions, merges that historical context with the current query, and uses advanced AI (like OpenAI's models) to generate nuanced, hyper-relevant answers.

Benefits:

The IRIS system offers numerous advantages for organizations looking to enhance their staff and customer experience. Below are the key benefits this AI-powered solution provides:

Operational Efficiency

  • Saves time by automating data organization and retrieval processes
  • Reduces human error through intelligent data processing
  • Streamlines workflows by providing open access to relevant information

Enhanced Decision Making

  • Delivers data-driven insights for more informed business decisions
  • Provides contextually rich answers based on historical CRM data
  • Improves sales forecasting accuracy through AI-powered analysis

Technical Advantages

  • Leverages multiple AI models for optimal response generation
  • Creates a powerful search index for quick information recall
  • Integrates seamlessly with existing CRM data

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431-801-6311
(US & Canada)

130 Scott Street
Winnipeg, MB
R3L 0K8, Canada

645 Westmount Rd. E - unit 17
Kitchener, ON
N2E 3S3, Canada