At a glance
Services involved: managed IT · VoIP phone systems · AI and software integration
The challenge
A franchise print shop was acquiring a second location. The acquired shop’s email and phones had to come under the owner’s control, and leadership wanted a practical plan for using AI across both shops.
Our approach
We coordinated with the owner, the franchise representative and the communications provider, secured access to the acquired location’s email platform, and consolidated the new location’s phones onto the owner’s cloud phone system. In parallel, we designed a three-layer AI architecture: an internal assistant; a knowledge base built from approved SOPs, quoting and onboarding material; and a custom agent layer for customer-service intake, communication and quoting assistance. We also investigated how to access data in their print management system.
What we delivered
- Coordination with the owner, franchise representative and communications provider
- Access secured to the acquired location’s email platform
- Phones consolidated onto the cloud phone system
- Three-layer AI architecture: internal assistant, approved-SOP knowledge base, customer-service intake agent layer
- Research into print management system data access
The outcome
The acquisition closed with the second location’s email and phones under the owner’s control and an AI architecture planned for both locations.
Buying or opening a second location?
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