Conceptual illustration of an industrial production floor
B2B AI OPERATIONS

Make the work
move.

kpApplied builds and operates governed AI workflows for B2B companies, starting with handoffs across people, inboxes, ERPs, and CRMs.

ERPs + CRMsINBOXES + DOCUMENTSHUMAN APPROVALONGOING OPERATION

WHERE THIS FITS

Repeated handoffs with a clear owner.

B2B companies where important work crosses people, inboxes, ERPs, and CRMs.

WHERE IT DOES NOT

Not a generic chatbot, a replacement for business judgment, or a promise of autonomous decisions without review.

01 / CANDIDATE WORKFLOWS

See the handoff.
Then fix it.

Start with repeated work that crosses people and systems—and still needs a clear human decision.

ILLUSTRATIVE WORKFLOWS — NOT CUSTOMER DEPLOYMENTS

FRAGMENTED INPUTSGOVERNED PREPARATIONHUMAN DECISION

01 / COMMERCIAL

Order and quote intake

INBOXATTACHMENTACCOUNT
ASSEMBLE + VALIDATE
REVIEW-READY OUTPUT

A complete, review-ready ERP or quoting draft.

HUMAN DECISION

A named owner validates scope, pricing, and release.

WHERE IT BREAKS TODAY

Requests arrive incomplete across inboxes, attachments, and account records.

VIEW ILLUSTRATIVE WORKFLOW

intake packet with source links, missing fields, proposed quote, and approval owner.

02 / SALES

Sales follow-through

NOTESCRMEMAIL
RECONCILE + DRAFT
REVIEW-READY OUTPUT

CRM update + draft reply staged for owner approval.

HUMAN DECISION

The account owner confirms the commitment and message.

WHERE IT BREAKS TODAY

Meeting decisions and promised actions stall between notes, CRM, and email.

VIEW ILLUSTRATIVE WORKFLOW

meeting notes, CRM change set, and draft reply.

03 / SERVICE

Parts and service triage

REQUESTHISTORYWARRANTY
GATHER + ROUTE
REVIEW-READY OUTPUT

A parts/service package with order history, warranty, service records.

HUMAN DECISION

The service owner chooses the response and priority.

WHERE IT BREAKS TODAY

The right records and owner are difficult to assemble quickly.

VIEW ILLUSTRATIVE WORKFLOW

service evidence packet with recommended next action.

04 / FINANCE

Invoice and payment exceptions

INVOICEREMITTANCEAPPROVAL
MATCH + FLAG
REVIEW-READY OUTPUT

Source docs and a recommended correction before release.

HUMAN DECISION

Finance approves, resolves, escalates, or stops the payment.

WHERE IT BREAKS TODAY

Invoices, remittances, and approvals do not line up across finance inboxes and ERP.

VIEW ILLUSTRATIVE WORKFLOW

invoice, remittance, approval trail, and correction recommendation.

05 / OPERATIONS

Operations exceptions

QUEUEEVIDENCEOWNER
DETECT + EXPLAIN
REVIEW-READY OUTPUT

A stalled item, why, cost, owner, and next action.

HUMAN DECISION

The process owner resolves, escalates, or stops the work.

WHERE IT BREAKS TODAY

Stalled work is discovered late and without enough evidence to act.

VIEW ILLUSTRATIVE WORKFLOW

exception record with evidence, owner, and escalation path.

YOUR WORKFLOW

Where does your handoff break?

The useful starting point may look nothing like these examples. Bring us the repeated work, the systems it crosses, and the decision that still needs an owner.

02 / CONTROL IN THE WORKFLOW

Governance should be visible.

A production workflow should expose its sources, proposed action, reviewer, stop condition, and operating record.

How kpOS supports this
ILLUSTRATIVE WORKFLOW — NOT A CUSTOMER DEPLOYMENTORDER INTAKE / 0041
SOURCECOMPLETE
Approved request and account records enter the workflow.Only authorized systems and records are available.
PREPARECOMPLETE
A review-ready draft is assembled from the approved context.No customer-facing action has occurred.
REVIEWWAITING
A named owner checks the proposed action and supporting evidence.Human approval is required before release.
ACTBLOCKED
The approved draft is released and the decision is recorded.Blocked until the reviewer approves it.

Human decision:
The named owner approves the exact action.

Stop condition:
Missing evidence, changed scope, or reviewer rejection.

Operating record:
Inputs, proposal, reviewer, decision, outcome, and cost.

03 / HOW WE WORK

One method.
Named outputs.

An inquiry is a conversation. Discovery, implementation, and ongoing operation are scoped only after the workflow and responsibilities are understood.

  1. 01Map

    Workflow, accountable owner, baseline, source boundaries, and approval rules.

  2. 02Build

    Bounded implementation, exception paths, and agreed acceptance tests.

  3. 03Operate

    Monitoring, approvals, failures, maintenance, and named responsibilities.

  4. 04Measure

    Recorded outcomes compared with the agreed starting baseline.

04 / OPERATING EXPERIENCE

Built by people who have carried the operating load.

kpApplied is new as a firm. The operating experience behind it is not. The team has built, acquired, and operated privately held B2B businesses, working directly across sales, operations, customer service, finance, administration, ERPs, and CRMs. The team has also built and operated automation inside businesses it was accountable for.

Read our operating experience

05 / kpOS

The operating model behind the service.

kpOS is how we run the work. It is a documented operating model, not software you buy. Its five layers are Business map, Approved context, Agent execution, Human control, and Operating record.

  • 01Business map
  • 02Approved context
  • 03Agent execution
  • 04Human control
  • 05Operating record
Explore kpOS

START WITH THE WORK

Bring one workflow worth fixing.

Expect a 30-minute call and, if it fits, a fixed-fee assessment of one workflow.

Discuss a workflow