MARCO DE ADOPCIÓN DE IA

De la oportunidad a la operación.

MagicWay identifica dónde crea valor la IA, la conecta con los sistemas y pone nuevos procesos a trabajar con los equipos.

Explorar el método
Operating model
Strategy
Processes
People
AI
Data
Systems
Governance
Continuous adoption

Measure · Learn · Improve · Scale

¿POR DÓNDE EMPEZAMOS?

Empezar por el proceso, no por la herramienta.

El primer objetivo no es elegir tecnología. Es encontrar un proceso relevante, un resultado medible y una persona responsable con capacidad de decisión.

01

Define the outcome

Which business outcome do we want to move, and who owns it?

Sponsor + objective
02

Map the processes

Where do volume, waiting, errors, repeated decisions or scattered knowledge exist?

3–5 candidates
03

Select one pilot

Compare value, feasibility, risk and adoption before deciding what to build.

Priority + baseline

First CONCEPT session

1. Bring

1 sponsor · 3–5 processes · operational data

2. Work

90 minutes · friction map · score

3. Leave with

1 priority · owner · baseline · next steps

¿CÓMO IDENTIFICAMOS OPORTUNIDADES?

Buscar fricción con valor.

Combinamos entrevistas, datos del proceso y observación del trabajo. Después puntuamos cada oportunidad con los mismos criterios.

Signals to look for

Repeated work

High volume and recognisable rules

Too many handoffs

Waiting between teams and approvals

Scattered knowledge

Expert dependency and manual search

Errors and rework

Copied data and inconsistent decisions

Slow decisions

Manual analysis and fragmented context

Opportunity Score

Each dimension receives 0–5. Its weight converts the result into a 0–100 priority.

0–100Priority
Business value30%
Frequency and scale20%
Data and feasibility20%
Adoption and ownership15%
Controllable risk15%
70–100
PILOT
50–69
DISCOVER
0–49
BACKLOG
Required gate

Available owner + measurable baseline + legitimate data access

EL CAMBIO DE ESCALA

La adopción no termina en un chatbot.

Empezamos con valor rápido, pero diseñamos para transformar procesos completos.

011 pessoa

Task

Generate a summary

021 equipa

Workflow

Handle a request

03várias equipas

Process

Lead-to-sale

04empresa

Operation

AI-assisted decisions

Coleção de ferramentas sem ligação
Processos redesenhados, ligados e medidos

EL MÉTODO MAGICWAY

CONCEPT. PLUG. PLAY.

Tres decisiones. Un recorrido de la estrategia a la adopción.

01

Choose

CONCEPT

Where is intervention worthwhile?

  • Map processes and friction
  • Prioritise value × feasibility
  • Define metrics and owner
Output

Business case + blueprint

02

Connect

PLUG

How does it enter operations?

  • Design the new workflow
  • Connect data and systems
  • Build and test the pilot
Output

Operational pilot

03

Adopt

PLAY

How does it create continuous value?

  • Enable and support teams
  • Measure impact and quality
  • Scale with governance
Output

Process in production

RITMO DE IMPLEMENTACIÓN

Del primer sprint al proceso completo.

Un primer ciclo de ocho semanas entrega una decisión, un piloto operativo y un plan de escala.

1CONCEPT

Diagnosis

Process map

2CONCEPT

Priority

Selected case

3PLUG

Design

Blueprint

4–5PLUG

Build

Working pilot

6PLUG

Test

Evidence

7PLAY

Adoption

Enabled team

8PLAY

Scale

90-day plan

Weeks 1–2

Decide

Weeks 3–6

Build + prove

Weeks 7–8

Adopt + scale

CARTERA DE TRANSFORMACIÓN

Casos de uso que atraviesan la empresa.

Seleccionamos procesos con impacto en varios equipos, datos y decisiones, no solo tareas aisladas.

Before

Email requests, opaque approvals and manual reporting.

Teams

Operations · Finance · Management

Data

ERP · Documents · Tickets · BI

KPIs

Cycle time · Errors · SLA

Connected process

Pedido
Triagem AI
Aprovação
Execução
Reporting

AI + automation + data + human decision

EJEMPLOS DE PROYECTOS

El sistema adecuado para cada problema.

KORIA cuando el reto es el conocimiento. Automatización, datos y aplicaciones específicas cuando hay que ejecutar, decidir o transaccionar.

KORIA

Internal Knowledge Hub

Use when

Policies, SOPs, manuals and know-how are scattered and depend on experts.

Solution

KORIA + Microsoft 365 / Google Drive / DMS

Concrete deliverable

Natural search, cited answers, role-based permissions and user feedback.

KORIA + WORKFLOW

Investment Research Room

Use when

Research and documents must feed memos, validations and auditable decisions.

Solution

KORIA + market data + approval + portfolio system

Concrete deliverable

Searchable deal room, assisted memo, source-level evidence and logged human decisions.

DATA + AUTOMATION

Operations Control Tower

Use when

The problem is visibility, deviations and coordination across ERP, projects and teams.

Solution

ERP + project tools + data layer + BI + AI alerts

Concrete deliverable

One operational view, anticipated risks, owners and automated executive reporting.

KORIA + CRM

Customer Service Copilot

Use when

Support repeats answers, searches for information and loses context across channels.

Solution

KORIA + CRM / ticketing + routing + human handoff

Concrete deliverable

Cited suggested answer, CRM action, escalation and feedback-driven learning.

Enterprise architecture pattern

Systems of record remain authoritative. AI adds retrieval, reasoning and controlled action.

Source → decision → learning
Source systemsDMS · CRM · ERP
IdentityAccess control
KORIA / AI layerRetrieve · reason
WorkflowRules · actions
Human decisionApprove · correct
Evaluation & metricsLearn · improve

Non-negotiable practices

Enterprise by design.

Aligned with responsible AI and enterprise RAG references

01

Inherited permissions

AI only retrieves content the user is already allowed to access.

02

Visible source

Every factual answer points to its originating document or record.

03

Evaluation before rollout

Real questions test retrieval, groundedness and task success.

04

Human in the loop

High-impact decisions or actions require approval and defined accountability.

05

Telemetry and feedback

Quality, failures, adoption and cost are monitored from the pilot onward.

06

Owned content

Sources have an owner, version, validity and review cycle.

IMPLEMENTACIONES DE REFERENCIA

Seis procesos ya transformados en sistemas.

Solution patterns already built by MagicWay, presented without identifying the organisations involved.

Investment Decision Intelligence
Reference implementation

Asset Management & Investment Banking

Investment Decision Intelligence

An integrated process for research, memo preparation, risk control, investment committee decisions and portfolio monitoring.

Delivered

Document intelligenceMemo copilot

Resultados

–30% to –50%

Time to prepare memo

>95%

Traceable sources

Ver caso completo
Project Delivery Control Tower
Reference implementation

Construction & Real Estate

Project Delivery Control Tower

Cross-functional coordination of projects, documents, approvals, risk and executive reporting.

Delivered

Project data layerRisk signals

Resultados

–40%

Reporting cycle time

>90%

Decisions within SLA

Ver caso completo
Enterprise Knowledge Operations
Reference implementation

Multi-business Enterprise

Enterprise Knowledge Operations

Verified knowledge connected to internal support, decisions, onboarding and execution.

Delivered

Verified retrievalPermission-aware AI

Resultados

–50%

Time to useful answer

>95%

Answers with sources

Ver caso completo
Customer Service Copilot
Reference implementation

Customer Service & CX

Customer Service Copilot

Knowledge, customer context, assisted answers and escalation connected in one support flow.

Delivered

Agent assistKnowledge grounding

Resultados

–30%

Average response time

>95%

Answers with sources

Ver caso completo
People Onboarding Intelligence
Reference implementation

People & HR

People Onboarding Intelligence

Onboarding coordinated across HR, managers, IT, learning and internal knowledge.

Delivered

Journey orchestrationOnboarding assistant

Resultados

–25%

Time to productivity

>90%

Tasks completed on time

Ver caso completo
Commercial Proposal Engine
Reference implementation

B2B Sales

Commercial Proposal Engine

Qualification, solution, pricing, proposal and approval connected to CRM and commercial knowledge.

Delivered

Opportunity briefProposal copilot

Resultados

–50%

Time to first draft

>90%

Approved content reused

Ver caso completo

CONDICIONES PARA ESCALAR

La tecnología es una parte del sistema.

Cada implementación avanza simultáneamente en cinco frentes.

01

Process

New flow, rules and exceptions

02

Data

Sources, quality and access

03

Technology

Models, integrations and security

04

People

Roles, enablement and adoption

05

Value

Baseline, KPIs and improvement

OwnerBaselineRisk controlsHuman oversightAdoption metrics

SIGUIENTE PASO

Elegir un proceso. Demostrar valor. Preparar la escala.

Comparta el proceso que quiere mejorar. Le devolveremos una primera evaluación de oportunidad, riesgo y viabilidad.