Process Audit and Pilot Scope
Forfis begins every engagement with a process audit that maps existing workflows and identifies high-volume, rule-based tasks suitable for automation. This audit is critical for companies in e-commerce and retail, where manual back-office work like invoice processing and document extraction consumes significant resources. The team then selects one workflow for a fixed-scope pilot, establishing baseline metrics for cycle time and error rate. This approach ensures that the AI system is grounded in real-world data and that the ROI can be measured accurately. The pilot phase typically lasts two to three months, during which the team fine-tunes the model and validates its performance with human-in-the-loop oversight.
Model-Agnostic Architecture and On-Premise Deployment
The architecture is deliberately model-agnostic, using OpenAI and Anthropic APIs where quality matters and open-weight models on the client’s own hardware where regulated data cannot leave the building. This is particularly important for companies in Switzerland, where data residency and PCI DSS compliance are critical. The system integrates with existing CRMs, ERPs, and helpdesks through their native APIs, rather than replacing them. This means the company can maintain its current workflow while adding an AI layer that handles document extraction, ticket triage, and internal knowledge search. The architecture is modular, allowing the company to scale across departments as it grows.
Human-in-the-Loop and Multilingual Support
The system uses a human-in-the-loop architecture by default, where the AI model drafts or classifies, and a person approves anything that touches money, health data, or a contract. For customer support, the AI handles first-response triage and routine queries, while complex issues are escalated to human agents. This ensures accuracy and compliance while reducing manual workload for repetitive tasks. The system also includes a retrieval-augmented assistant over the company’s own documentation and CRM records, allowing employees to search for information quickly. This is particularly useful for companies operating in multilingual regions like Switzerland, where support teams need to cover German, French, and Italian efficiently.
Scaling Across Departments
The system is designed to scale across departments by integrating with existing systems through their APIs. This means the company can start with a single department, such as customer support, and then expand to other departments, such as finance or logistics, without having to rebuild the system. The architecture is modular, allowing the company to add new workflows and integrations as needed. The team also provides managed operation, ensuring the system is monitored and maintained over time. This is critical for companies in e-commerce and retail, where the volume of transactions and customer interactions can vary significantly.
Measuring ROI and Performance
The pilot phase establishes a measured before/after baseline on cycle time and error rate. The team tracks how long it takes to process documents or respond to tickets before and after implementing the AI system. This data is used to validate the ROI and ensure the system meets the expected performance targets. The baseline is then used to monitor the system’s performance during rollout and managed operation. This approach ensures that the company can measure the impact of the AI system on its operations and make data-driven decisions about scaling.
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