01Architecture across the whole stack
Map applications, subscriptions, data ownership and business rules. Design a shared architecture with clear APIs, identity and permissions. Decide which systems to retain, replace or retire, and how each part moves into the new platform.
02Custom tools that replace disconnected software
Build the operator workspace, customer portal, approval queue or scheduling tool your process needs. Bring scattered records into a consistent data model and replace overlapping applications where custom software is the better fit.
03Agents built into the application
Give agents structured actions they can call across the new stack. A person and an agent use the same business rules, records and permissions. Include review screens, an action history and a way to resume work when an automated step fails.
04Migration and software retirement
Move records with reconciliation checks, test the replacement against real work and cut over in stages. Keep a rollback path for each release. Retire the old application only after its users, data and downstream dependencies have moved.