Prepared for Dan Shenk-Evans, Chief Information Officer

Your seven AI priorities, built and running before the meeting.

You sent us seven ideas for enhancing Carnegie's productivity with AI. Rather than describe them, we built each one as a working demonstration on the production stack we run for HSI, HHS, and the University of South Florida. Every screen shows real documents moving through, and a person approving the result.

Open the live demos See our track record

priorities, all working

Human-approved

the agent proposes, a person decides

Your systems

Concur, Salesforce, Marketo, Andy

Your environment

deployed inside your security perimeter

The seven use cases

Each idea, mapped to a working screen

Straight from your email. Select any card to open its demonstration and watch a real document go in and a finished result come out.

Concur receipt automation

Read a program director's expense spreadsheet and receipts, map every line to a GL code, and stage Concur-ready entries for a coordinator to approve.

Open demonstration

Library research agents

Use the library's shared journal accounts to search, retrieve, and summarize across many databases from one question, so scholars stop signing into each site.

Open demonstration

Contact and relationship management

Maintain the contact database through a Salesforce connector: find duplicates, propose merges, and enrich records, with a person approving each change.

Open demonstration

China AI Initiative tracker

A knowledge system where background agents monitor sources, extract initiatives, and map them with drill-through detail. The same engine serves the DDD dataset.

Open demonstration

Quality control monitor

Scan the website, publications, and social posts on a schedule for broken links, off-brand assets, and factual inconsistencies, then file each with a fix.

Open demonstration

Event logistics copilot

Draft invitee communications, track RSVPs, chase non-responders, and hold every deadline, working with Marketo today and the tool you choose next.

Open demonstration

Ask Andy intranet agent

Answer staff questions grounded in the Comms and HR documents on Andy, and return the actual source document rather than a guess.

Open demonstration

Our recommendation

Start with one pilot. Architect for all seven.

These use cases share one backbone: an agent layer, secure connectors into your systems, and a human review step. Build that once, and each idea becomes a configuration on top of it. We would land one high-value pilot quickly, prove it inside your environment, then reuse the platform for the rest.

See how we would work together