Platform Overview
Understanding how enterprise AI architecture helps you start small and scale with confidence
Current Tech Stacks Create Fragmented Intelligence & Inaccessible Insights
The silent crisis in modern enterprises operating across multiple systems
1
The Problem
Critical organizational intelligence is fragmented across systems, making it time-consuming and unreliable. Leaders spend hours reconstructing context from disconnected sources.
Fragmented
Tribal
Perishable
Inaccessible
2
The Daily Reality
Time spent reconstructing organizational knowledge instead of applying it to strategic decisions.
8:00am: Check ERP, scan revenue and jobs
8:30am: Email threads, CRM, Line-of-Business apps, spreadsheets
9:30am: Reporting dashboards—only then strategic decisions begin
90 minutes wasted every morning reconstructing context
3
Dashboards Are Not Enough
Current tools—dashboards from leading platforms—are fundamentally retrospective and incomplete.
Retrospective Views: Looking backward, never forward
Hunt and Gather: Users manually piece together fragments
Memory Reset: When people leave, dashboards reset. Valuable context erased permanently.
4
Strategic Blindness & Lost Institutional Memory
When knowledge lives in people's heads and scattered systems, critical decisions become vulnerable.
Slow decisions & missed patterns
Lost opportunities to act early
Strategic memory resets with every departure
Intelligence that took years to develop is lost in weeks
Every departure doesn't just create operational gaps—it robs the organization's strategic memory. The crisis is silent, the impact is profound.
AI Workers
"AI Worker" is a generic term we use to describe the role AI plays in the workforce—whether as an Assistant helping humans with knowledge work, or as an Agent autonomously executing workflows with human oversight.
Assistants
Chat-Based Assistance
Human-driven interactions where AI assists with knowledge work and decision-making.
Great for learning & experimentation
Ad-hoc questions & research
Collaborative editing & drafting
Human always in control
Agents
Workflow-Based Automation
Autonomous workflows with multi-system integration and human-in-the-loop oversight.
Complex multi-step workflows
Multi-system integration (email, SAP, SharePoint)
Autonomous execution with oversight
Human review for complex decisions
Both architectures run on the same platform foundation
Start with assistants for knowledge work → Scale to agents for automation → Same brain, expanding capabilities
Three-Phase Platform Roadmap
How AI Learns & Improves
Entry Level
Starts with basic knowledge. Lots of human review and feedback.
Learning
Absorbs feedback through human-in-the-loop training. Remembers corrections.
Mid-Level
Produces quality drafts. Less review needed. Understands company voice.
Expert Partner
High-quality output with minimal oversight. True AI-human partnership.
Training an Intern
"The system we build will have memory and it will be like literally training an intern. If you do enough proposals with it, showing it what good looks like and correcting what's not right, then it becomes mid-level, eventually."
Platform Value Summary
Today (Phase 1): 2 active assistants delivering $220K–$300K in annual value through time savings and proposal acceleration.
Future (Phases 2 + 3): Additional $380K+ in projected value through employee self-service and workflow automation.
Total Platform Potential: $600K–$680K annually when fully deployed.
Important Disclaimer
All business case projections, ROI estimates, and value calculations shown in this prototype are preliminary and unvalidated. Actual results will vary based on implementation scope, adoption rates, and organizational factors.
CCI AI Workforce Hub
Your intelligent team working 24/7 to deliver winning proposals and instant project intelligence
47
Active Items This Month
156hrs
Time Saved This Month
94.2%
System Accuracy
87%
User Adoption
Knowledge Navigator
ACTIVE
Find answers in seconds from decades of project intelligence
38 queries this month
3.2s avg response
94% accuracy
Proposal Builder
ACTIVE
From RFQ to winning proposal in hours, not days
3 active proposals
40hrs saved/proposal
68% win rate
HR/Employee Assistant
PHASE 2
24/7 self-service for HR policy questions and procedures
60% inquiry reduction
Instant answers
Safety Policy Copilot
PHASE 2
Search safety policies and generate project-specific safety plans
Automated compliance
80% time savings
IT Support Assistant
PHASE 2
Instant IT support and documentation access
50% ticket reduction
24/7 availability
AI Inbox
PHASE 3
Smart human-in-loop review for complex decisions
Context-aware routing
Intelligent escalation
RFP Intake Coordinator
PHASE 3
Autonomous RFQ processing from email to project launch
$178K annual value
75% autonomous
AP Invoice Processor
PHASE 3
Touchless invoice processing from email to SAP
$202.5K annual value
80% autonomous
Recent Activity
Sarah Chen queried "HDD crossing under similar geotechnical conditions in BC"
14 minutes ago • 8 results found
Railway proposal PRO-2025-003 reached 42% completion
1 hour ago • Cost section finalized
Dr. James Kowalski accessed Fraser River HDD project report
2 hours ago • PROJ-2019-447
Michelle Tran searched "Indigenous consultation frameworks BC infrastructure"
3 hours ago • 6 results found
AI Workforce Diagrams
Visual workflows for all Assistants and Agents
Sequence
Step-by-step interactions over time
Best for: Email workflows, API calls
Flowchart
Decision trees with branching logic
Best for: Approval processes, routing
Architecture
System components and connections
Best for: System design, integrations
BPMN
Team roles with swimlanes
Best for: Multi-team workflows, handoffs
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ROI Calculator
Interactive financial analysis for CCI AI Workforce Phase 1 investment
About This Calculator
Explore the financial impact of implementing the Historical Knowledge Copilot and Proposal AI Copilot. Adjust parameters to see how different scenarios affect ROI, payback period, and 3-year returns. Default values match CCI's validated business case.
Input Parameters
CCI baseline: 420 proposals/year
CCI baseline: 40 hours ("one week")
Blended rate: PMs, engineers, technical staff
Desktop studies, proposal research, ad-hoc searches
Current Annual Cost
$1,994,000
Proposals + Historical Research
Conservative Scenario
40% / 50% savings
Proposal Time Savings
40%
Historical Time Savings
50%
Year 1 Results (Partial)
Total Savings:
$233,417
Investment:
$153,000
Net Year 1:
$80,417
Payback Period
9.8 mo
Year 1 ROI
52.6%
3-Year Net Return
$1,707,417
Total ROI:
759% (7.6X)
FTE Freed: 3.95 employees worth of capacity (Year 2+)
Timeline
Cumulative net value over 36 months
Sensitivity Analysis
What if time savings are different?
| Savings | 3-Yr Net |
|---|---|
| 30% | $1.2M |
| 40% (Conservative) | $1.7M |
| 50% | $2.1M |
| 60% (Target) | $2.6M |
Key Insight
Even at 30% time savings, this investment pays for itself in Year 1 and returns over $1.2M in 3 years.
Investment Breakdown
Knowledge Copilot
$84K
7 months build
Proposal Copilot
$60K
5 months build
Year 1 Operations
$9K
3 months × $3K
Total Year 1
$153K
12 month timeline
What can I help with?
Search across 8,473 documents including proposals, technical reports, drawings, and GIS data
Voice input • Image upload available
Recent Searches
Fraser River HDD analysis
Indigenous consultation frameworks
Railway slope stability protocols
Knowledge Navigator
Search 8,473 documents including proposals, technical reports, drawings, and GIS data
Fraser River HDD Crossing - Geotechnical Assessment
HDD Analysis Through Glacial Till: Horizontal directional drilling analysis through glacial till and sand layers with groundwater table at 8.4m depth. Soil borings indicated N-values ranging 15-42. Triaxial testing confirmed internal friction angle 32-36°. Permeability coefficients ranged 2.1×10⁻⁴ to 5.8×10⁻⁴ m/s...
Section 4.2, pp. 23-27
Frac-Out Contingency Planning: Contingency planning for frac-out potential given soil permeability coefficients. Monitoring protocols established with real-time pore pressure sensors at 15m intervals. Bentonite viscosity maintained 45-60 seconds Marsh funnel...
Section 6.1, pp. 45-48
Rail Corridor Stability Assessment
2D/3D Slope Stability Modeling: SLOPE/W and Slide3 modeling performed for critical sections. Factor of safety ranged 1.28-1.85 under static conditions, 0.94-1.32 under seismic loading (PGA 0.28g). Spencer's method and Morgenstern-Price analysis yielded consistent results within 3%...
Section 4.5, pp. 34-41
Proposal Builder
3 active proposals • Avg 40hrs saved per proposal • 68% win rate
Railway Corridor Geotechnical Investigation - RFQ #2025-447
Canadian Pacific Railway
Due: Oct 28, 2025 • 6 days remaining
42% Complete • Cost section finalized • Technical approach in review
Labor
$89,400
Equipment
$34,200
Total Proposal
$147,800
Pipeline HDD Crossing - RFQ #2025-412
TransMountain Pipeline Corp
Due: Nov 5, 2025 • 14 days remaining
18% Complete • Scope definition phase
Labor
$156,800
Equipment
$67,400
Total Proposal
$267,400
AI Inbox
Smart human-in-loop review for complex decisions • Phase 3 Capability
Future Capability: Intelligent Human-in-Loop
Enable AI agents to intelligently escalate complex decisions that require human judgment. The platform identifies when automation should defer to engineering expertise, providing context and recommendations to accelerate review while maintaining quality control.
When AI Requests Human Review
- Cost variances: Estimates >15% different from historical projects
- Technical approaches: Novel methods or complex geotechnical conditions
- Regulatory decisions: Indigenous consultation frameworks, environmental permits
- Risk assessments: Safety-critical or high-value project decisions
- Contract terms: Non-standard clauses requiring legal/BD review
Example Approval: Cost Estimate Review
AI Assessment: The proposed labor rate of $147,800 is 23% higher than our previous railway corridor project (PROJ-2021-723: $120,400). This deviation exceeds the 15% variance threshold.
Similar Projects Found:
- PROJ-2021-723: Rail Corridor Stability - $120,400 (8 months ago)
- PROJ-2020-589: Coastal Rail Assessment - $98,200 (18 months ago)
Expected Impact
- Context-aware routing: AI provides relevant project history and recommendations
- Faster reviews: Engineers see only items requiring judgment, not routine tasks
- Quality control: Critical decisions always get human oversight
- Audit trails: Complete documentation of AI recommendations and human decisions
Railway Corridor Geotechnical Investigation
RFQ #2025-447 • Canadian Pacific Railway
Railway Corridor Geotechnical Investigation
Technical Proposal for Canadian Pacific Railway
RFQ #2025-447 | Submitted by CCI Group of Companies | October 22, 2025
Executive Summary
CCI Group of Companies is pleased to submit this proposal for the Railway Corridor Geotechnical Investigation project. With over 15 years of specialized experience in railway infrastructure assessment and a proven track record of delivering comprehensive geotechnical solutions for critical transportation corridors across British Columbia, we are uniquely positioned to meet and exceed the requirements outlined in RFQ #2025-447.
Our multidisciplinary team brings together expertise in geotechnical engineering, environmental science, and Indigenous consultation to provide a holistic approach to railway corridor stability assessment. We understand that this project requires not only technical excellence but also sensitivity to environmental concerns and meaningful engagement with local communities.
Key Differentiators:
- Extensive railway corridor experience with 23 completed projects across BC
- Advanced 2D/3D slope stability modeling using SLOPE/W and Slide3
- Established relationships with BC First Nations and proven consultation frameworks
- 100% on-time delivery rate for railway clients since 2018
Company Experience & Qualifications
Railway Infrastructure Expertise
CCI has established itself as a leader in railway corridor geotechnical assessment throughout British Columbia. Our experience encompasses:
- 23 railway corridor projects completed between 2018-2025
- 450 kilometers of total track assessed for geotechnical stability
- 100% on-time delivery rate for all rail infrastructure clients
- Average factor of safety improvement of 1.4x through implementation of our recommendations
Relevant Project History
| Project | Client | Scope | Year |
|---|---|---|---|
| Rail Corridor Stability Assessment | BC Transit Authority | 2D/3D slope stability modeling, 34km corridor | 2021 |
| Coastal Rail Geotechnical Investigation | Canadian Pacific Railway | Subsurface investigation, 18km coastal corridor | 2020 |
| Mountain Rail Route Assessment | CN Rail | Rockfall hazard assessment, slope stabilization design | 2019 |
Technical Approach & Methodology
Phase 1: Desktop Study & Data Collection
Our approach begins with comprehensive desktop analysis utilizing publicly available geological data, historical project records, and LiDAR imagery. We will review existing geotechnical reports, environmental assessments, and railway maintenance records to establish baseline conditions and identify areas requiring detailed investigation.
Phase 2: Field Investigation Program
The field investigation program will include:
- Soil and rock borehole drilling at 50-meter intervals along critical sections
- Standard Penetration Testing (SPT) and continuous sampling
- In-situ testing including vane shear and permeability tests
- Geophysical surveys using electrical resistivity tomography
- Groundwater monitoring well installation at strategic locations
Phase 3: Laboratory Testing
All samples will be analyzed at our CALA-accredited laboratory facility in Vancouver, BC. Testing protocols will include grain size distribution, Atterberg limits, triaxial compression testing, direct shear testing, and permeability analysis to characterize soil and rock properties comprehensively.
Phase 4: Stability Analysis & Modeling
Utilizing industry-leading software including SLOPE/W, Slide3, and PLAXIS, we will conduct rigorous 2D and 3D slope stability analyses. Modeling will incorporate both static and seismic loading conditions, with peak ground accelerations based on the 2020 National Building Code seismic hazard maps for British Columbia.
Indigenous Consultation & Environmental Stewardship
CCI recognizes the importance of meaningful engagement with Indigenous communities whose traditional territories intersect with the railway corridor. Our consultation approach is built on respect, transparency, and partnership.
Consultation Framework
We will implement a comprehensive consultation program that includes:
- Early notification and project overview presentations to affected First Nations
- Monthly coordination meetings throughout the investigation period
- Integration of traditional ecological knowledge into environmental baseline studies
- Opportunities for Indigenous monitors to participate in field programs
- Clear communication protocols and accessible reporting in plain language
This approach builds on our successful partnership model used on the Fraser River HDD Crossing project (PROJ-2019-447), where our collaboration with the Ktunaxa Nation resulted in enhanced environmental protection measures and positive community relationships that extended beyond project completion.
Project Team & Resources
Key Personnel
Dr. James Kowalski, P.Eng. - Project Manager & Senior Geotechnical Engineer
25+ years experience in railway geotechnical engineering, PhD in Geotechnical Engineering from UBC
25+ years experience in railway geotechnical engineering, PhD in Geotechnical Engineering from UBC
Michelle Tran, M.Sc. - Environmental Lead
12 years experience in environmental assessment and Indigenous consultation for infrastructure projects
12 years experience in environmental assessment and Indigenous consultation for infrastructure projects
Sarah Chen, P.Eng. - Technical Lead
15 years experience in slope stability analysis and geotechnical modeling for transportation corridors
15 years experience in slope stability analysis and geotechnical modeling for transportation corridors
Cost Estimate
| Cost Category | Description | Amount (CAD) |
|---|---|---|
| Labor | Project management, engineering staff, field technicians | $89,400 |
| Equipment & Materials | Drilling equipment, laboratory testing, geophysical surveys | $34,200 |
| Subcontractors | Specialized testing, Indigenous consultation coordinators | $18,600 |
| Travel & Accommodations | Field crew mobilization, site visits | $5,600 |
| Total Project Cost | $147,800 |
Schedule & Deliverables
We propose a 14-week project timeline from Notice to Proceed:
- Weeks 1-2: Desktop study, permitting, and Indigenous consultation initiation
- Weeks 3-6: Field investigation program
- Weeks 7-9: Laboratory testing and data analysis
- Weeks 10-12: Stability modeling and engineering analysis
- Weeks 13-14: Report preparation and final deliverable submission
HR/Employee Assistant
24/7 self-service for HR policy questions and procedures • Phase 2 Capability
Future Capability: Employee Self-Service
Empower employees with instant access to HR policies, procedures, and benefits information through natural language queries. Built on the same platform powering Knowledge Navigator and Proposal Builder.
Example Response: Vacation Policy
0-5yrs: 15 days • 5-10yrs: 20 days • 10+yrs: 25 days
Additional Topics: Benefits enrollment • Expense reimbursement • Remote work policy • Performance reviews • Training budgets
Expected Impact
- 60% reduction in HR inquiry volume through employee self-service
- Instant answers to common policy questions 24/7
- Consistent information pulled from authoritative HR documents
- Reduced wait times - no more waiting for HR team responses
Safety Policy Copilot
Search safety policies and generate project-specific safety plans • Phase 2 Capability
Future Capability: Automated Safety Compliance
Streamline safety planning with instant policy search and automated generation of project-specific safety plans. Ensure regulatory compliance while reducing planning time by 80%.
Example Response: Fall Protection Requirements
CSA harness • 5,000 lbs anchors • Pre-use inspection • Rescue plan • Safety Policy 3.4
Advanced Capability: Safety Plan Generation
Automatically generate comprehensive, project-specific safety plans by combining relevant policies, site-specific hazard assessments, and regulatory requirements. Customize for each project while ensuring full compliance with BC safety regulations.
Expected Impact
- 80% time savings in safety plan creation
- 100% regulatory compliance through automated policy application
- Consistent standards across all project sites
- Faster project starts with ready safety documentation
IT Support Assistant
Instant IT support and documentation access • Phase 2 Capability
Future Capability: 24/7 IT Self-Service
Provide employees with instant access to IT support and documentation. Reduce ticket volume by 50% while ensuring faster resolution times for common IT requests and questions.
Common IT Questions Automated
Password Resets
Step-by-step guidance for resetting passwords
Software Licensing
Installation requests and license management
Microsoft 365
Email, Teams, OneDrive troubleshooting
VPN Access
Remote access configuration and support
Data Sources
SharePoint IT policies • Confluence documentation • Service desk ticket history • Equipment manuals
Expected Impact
- 50% ticket reduction through employee self-service
- 24/7 availability for common IT questions
- Faster resolutions - no waiting in queue
- Consistent answers from authoritative IT documentation
RFP Intake Coordinator
Autonomous RFQ processing from email to project launch • Phase 3 Agent • $178K annual value
Future Agent: Autonomous RFP Processing
Transform RFP intake from manual email processing to intelligent automation. The same platform running Knowledge Navigator and Proposal Builder can autonomously handle routine administrative tasks, freeing BD teams to focus on strategy and client relationships.
75% Autonomous, 25% Human Review
Agent handles routine tasks, escalates complex decisions to BD team
$178K
Annual Value
Automated Workflow
- Monitor bd@ccigroup.ca for RFP/RFQ keywords
- Extract project details from PDF/Word/Excel attachments
- Auto-populate Power Apps with project data and generate ID
- Draft clarification emails (requires human approval)
- Route to division and suggest PM assignment
Impact: BD team processes 120+ RFQs annually at 3hrs each → Automate to 45min per RFQ = 270hrs saved ($178K value)
Note: ROI projections are preliminary estimates pending formal business case validation.
AP Invoice Processor
Touchless invoice processing from email to SAP • Phase 3 Agent • $202.5K annual value
Future Agent: Autonomous AP Processing
Eliminate manual invoice entry with intelligent automation. Extract data, match to POs, auto-code to projects, and post to SAP - all without human intervention for clean invoices. The platform handles the routine work, escalating only exceptions that need human judgment.
80% Autonomous, 20% Human Review
Agent processes clean invoices end-to-end, flags exceptions for AP team
$202.5K
Annual Value
Prerequisite: SAP S4/HANA implementation must be complete
Automated Workflow
- Extract data from PDF/email invoices (vendor, PO#, amounts, GL codes)
- 3-way PO matching in SAP S4/HANA (invoice, PO, goods receipt)
- Auto-code to projects using PO references and historical patterns
- Flag exceptions for human review (price variances >5%, missing POs)
- Auto-post clean invoices to SAP and schedule payment
Impact: 850+ invoices/month at 25min each → Automate to 5min per invoice = 2,830hrs saved ($202.5K value) + faster payments
Note: ROI projections are preliminary estimates pending formal business case validation.