How It WorksWhy SphereIQGet Started
How It Works

From Pilot to Production in Weeks

SphereIQ AI Teammates are not chatbots or generic copilots. They are purpose-built autonomous agents trained on your industry workflows, connected to your core systems, and governed by enterprise-grade controls. Here's exactly how they work.

SOC 2 Compliant HIPAA & PCI DSS Fully Auditable
Step 1 — Discovery

We Map Your Workflows & Systems

Every deployment starts with a deep-dive into your existing operations. We map your workflows, identify automation opportunities, and define success metrics — before writing a single line of configuration.

Workflow Mapping

We document your end-to-end processes — every step, every decision point, every handoff — to understand exactly where AI teammates add the most value.

System Inventory

We catalog every system your team touches — CRM, ERP, claims platforms, EHR, MES — and plan native integrations for seamless data flow.

Success Metrics

We define measurable KPIs together — cycle time, cost per transaction, accuracy rate, throughput — so you can benchmark ROI from day one.

Step 2 — Configuration

Configure Your AI Teammate & Connect Systems

Your AI teammate is configured with your specific rules, trained on your domain terminology, and connected to your existing platforms — no rip-and-replace required.

Industry-Specific Training

Each AI teammate is pre-trained on your industry's workflows, compliance requirements, and domain terminology — not generic language model outputs.

Native System Connectors

Out-of-the-box integrations with Guidewire, Epic, SAP, Salesforce, Oracle, and 100+ enterprise platforms. Your AI teammate reads from and writes to your existing systems.

Business Rules Engine

Configure routing logic, classification rules, approval thresholds, and escalation paths — matching your exact operational requirements and compliance policies.

Governance Controls

Role-based access, audit logging, data residency policies, and encryption are configured before the first task runs — compliance is built in, not bolted on.

Workflow Orchestration

Multi-step workflows are configured with conditional branching, parallel processing, and exception handling — mirroring how your best operators make decisions.

Data Pipeline Setup

Structured and unstructured data pipelines are configured for document ingestion, email parsing, form extraction, and real-time data feeds from connected systems.

Step 3 — Pilot

Launch a Controlled Pilot & Validate Results

Your AI teammate goes live on a scoped workload — with human-in-the-loop validation on every decision. We benchmark KPIs, iterate on rules, and prove ROI before scaling.

Scoped Deployment

Start with a single workflow, line of business, or department. Your AI teammate handles real work on a controlled subset — minimizing risk while maximizing learning.

Human-in-the-Loop Validation

Every AI decision is reviewed by your team during the pilot phase. Corrections are fed back into the system, improving accuracy with every iteration.

KPI Benchmarking

We measure cycle time, accuracy, cost per transaction, and throughput against your baseline — providing a clear, data-driven ROI case for expansion.

Step 4 — Scale

Scale Across Teams, Workflows & Facilities

Once the pilot proves ROI, expand your AI teammate across additional workflows, departments, and business units — with continuous learning and optimization.

Multi-Workflow Expansion

Extend your AI teammate to additional process types, lines of business, and departments — each configured with its own rules and integration points.

Continuous Learning

Every correction, exception, and feedback loop makes your AI teammate smarter. Performance improves continuously from real operational data — not just at deployment.

Quarterly Business Reviews

Regular performance reviews benchmark AI teammate impact against KPIs, identify new automation opportunities, and optimize existing workflows for maximum efficiency.

Deployment Timeline

Live in Weeks — Not Quarters

A structured, phased deployment that delivers measurable results from the first sprint. No multi-year transformation required.

Week 1–2

Discovery & Configuration

  • Map existing workflows and decision points
  • Configure system integrations and data pipelines
  • Define business rules, routing logic, and thresholds
  • Set up governance controls, audit logging, and access
Week 3–4

Pilot Launch & Validation

  • Deploy AI teammate on scoped workload
  • Human-in-the-loop validation of every decision
  • Benchmark KPIs against baseline metrics
  • Iterate on rules based on team feedback
Week 5+

Scale & Optimize

  • Expand to additional workflows and departments
  • Continuous model improvement from production data
  • Onboard additional teams and stakeholders
  • Quarterly reviews with ROI benchmarking
Seamless Integration

Connects to the Systems You Already Use

Your AI teammate integrates with 100+ enterprise platforms across every industry — no rip-and-replace required.

Claims & Policy Systems

Guidewire ClaimCenter, Duck Creek, Majesco, and custom policy admin systems for insurance operations.

EHR & Clinical Systems

Epic, Cerner, Athenahealth, and HL7/FHIR APIs for healthcare workflows and clinical documentation.

Core Banking & Finance

FIS, Fiserv, Jack Henry, Salesforce Financial Cloud, and compliance platforms for financial services.

MES & ERP Systems

SAP, Oracle, Siemens Opcenter, Rockwell FactoryTalk, and OPC-UA for manufacturing operations.

CRM & Communication

Salesforce, HubSpot, Twilio, SendGrid, and unified communications platforms for omnichannel engagement.

API & Webhook Support

RESTful APIs, configurable webhooks, RPA bridges, and EDI networks for any system not covered out of the box.

Enterprise Governance

Security & Compliance at Every Layer

Every decision is auditable. Every action is governed. Built from the ground up for the most demanding compliance requirements.

Human-in-the-Loop by Default

Every high-stakes decision routes to a human reviewer. AI handles volume — your domain experts retain authority over critical judgments and exceptions.

SOC 2, HIPAA, PCI DSS & More

Full decision audit trails, role-based access control, and compliance logging designed for DOI, SEC, OSHA, FDA, and industry-specific regulatory examinations.

Data Residency & Encryption

AES-256 encryption at rest and in transit, configurable data residency controls, and retention policies for every jurisdiction and industry.

Continuous Monitoring & Alerting

Real-time performance monitoring, anomaly detection, and automated alerts ensure your AI teammate operates within defined parameters at all times.

Get Started in 30 Days

Ready to See It in Action?

Launch a 30-day pilot with measurable KPIs — reduced cycle times, lower costs, and higher accuracy — within your first month. No multi-year commitment. No rip-and-replace. Just results.

Live in 2–4 Weeks SOC 2 Type II Human-in-the-Loop No Data Lock-in