/01What does AI integration involve?
Integration is the difference between an AI tool your staff have to visit and an AI capability that shows up inside the work. In practice it means connecting the AI’s retrieval layer to your real sources of truth — the document management system, the intranet, the CRM — so answers are grounded and current; and connecting its actions to your operational systems so drafting, updating and routing happen where the work lives.
Done properly, integration is also where governance gets real: each connection is scoped to the minimum access the use case needs, and every read and write is logged.
- Knowledge integration — document management, SharePoint, intranets, wikis, file stores
- Operational integration — CRM, ticketing, practice management, finance and ERP systems
- Microsoft 365 environments — working alongside (or instead of) Copilot, on your terms
- Identity and access — your existing SSO and permissions, respected end to end
/02When does custom AI development make sense?
Less often than the industry suggests — and we’ll tell you when it doesn’t. Custom development earns its cost when the workflow is genuinely specific to your organisation: a regulated process no product serves, a proprietary dataset that is itself the advantage, or an interaction your sector needs that generic tools handle badly. When an existing capability configured well would do the job, that’s the recommendation you’ll get. When custom is right, you own what we build — it runs in your environment and isn’t held hostage to our roadmap.
/03How do you implement without disrupting operations?
Implementation follows the same four-step process as every Sovata deployment: define the problem, set the boundaries, prepare the knowledge, deploy and operate. Integrations go live behind acceptance criteria measured on your real historical cases, staff are onboarded before launch rather than surprised by it, and rollback paths exist for every connection. Most integration-centred engagements fit the standard 6–12 week window.
/04Will this pass our security review?
It’s designed to. Because the deployment runs inside your infrastructure and your identity systems, your existing security controls apply to it — rather than you having to assess a third-party platform’s. We document architecture, data flows, access scopes and logging in the form your security team, auditors or vendor-risk process actually asks for, and we’re comfortable being in the room when they ask hard questions.