Operational Layer for Service Firms

Infrastructure for firms
that intend to win.

We design and deploy operational AI infrastructure for service firms. We connect your CRM, email, documents and workflows into a structured intelligence layer that works every day.

Free Audit View Systems
01 // The Reality

Live production infrastructure.
Not chatbots.

Inputs
CRM
Email
Teams / Calls
Documents
→
Intelligence Layer
Retrieval Engine
Vector Store
Decision Layer
Memory Layer
→
Outputs
Calendar Updated
Email Sent
CRM Synced
Alerts Triggered

Watch the intelligence layer resolve real queries.

expanza-core — query interface
11%
of UK SMEs actually use AI to automate operations
British Chambers of Commerce, 2025
£3,000/mo
lost to manual admin per partner in professional services
£50/hr × 15hrs/week wasted
5 weeks
for a typical build to pay for itself in recaptured time
Based on average client ROI
3.0x
higher revenue growth for AI-exposed service firms
PwC Global AI Jobs Barometer, 2025
02 // Architecture

How the system is structured

A layered operational model. Each layer compounds leverage.

Data Sources
CRM
Email
Docs
Internal Tools
Intelligence Layer
Schema Normalisation
Vector Indexing
Structured Memory
Agentic RAG
Structured Extraction
Execution Layer
Decision Logic
Workflow Automation
Multi-Agent Workflows
Client Interfaces
Sources
Email, CRM, Docs
Normalise
Schema Mapping
Index
Vector Embedding
Reason
LLM Logic
Interface
Client Portal
03 // The Gap

The structural difference.

Most firms rely on people remembering things. We rely on systems.

Without Infrastructure With Infrastructure
Knowledge leaves when people leave. Your entire operational history, indexed and executable.
New hires take 6 months to be profitable. New hires have the firm's brain on day one.
Manual client updates. High friction. Automated progression tracking. Zero latency.
Reactively firefighting. Proactively building leverage.
04 // Built & Deployed

Delivered systems.

Recruitment AI

Interview Analyst

Foxgroves Recruitment

Automated workflow that processes Teams transcripts and CVs into structured CRM profiles. Matching, shortlisting, and follow-ups become system-driven instead of consultant-dependent.

Portal + AI

HR Client Portal & AI Chatbot

PrecisionHR

Secure client portal with authenticated access, document repository, and an AI chatbot trained on 200+ verified legal sources including gov.uk and ACAS.

05 // Where We Operate

Serving Cumbria's fastest-growing firms.

Most AI consultants are London-based and London-priced. We're not. Expanza is built in Cumbria, for the kind of regional service firm that never gets a seat at the table.

Penrith

Eden Valley & M6 Corridor

Professional services, recruitment, and logistics firms along the northern corridor. High operational complexity, low AI penetration.

Carlisle

Border City & North Cumbria

HR firms, legal practices, and service businesses in Cumbria's commercial centre. Infrastructure-ready, underserved by AI tooling.

Kendal

South Lakeland & Westmorland

Growing professional and creative services sector. Firms here are ambitious but locked out by enterprise-priced AI consultancies.

Workington

West Cumbria & Allerdale

Operational businesses with real workflows that need real systems. Not chatbots — actual infrastructure that compounds over time.

Expanza operates across Cumbria and all UK service firms remotely. The audit is free. The conversation costs nothing.

06 // Common Questions

Before you ask.

How long does implementation take?
Typically 4–8 weeks from audit to live system, depending on the number of data sources and complexity of workflows.
Do you replace our existing tools?
No. We connect them. Your CRM, email, and documents stay exactly where they are — we build the intelligence layer on top.
What happens after the audit?
You receive an architecture proposal with a clear scope, timeline, and fixed price. No obligation to proceed.
Is our data secure?
All processing stays within your infrastructure. We don’t store client data on our systems.
Do we need technical staff?
No. We handle all engineering. You just use the system.
07 // Ready?

The Architecture Audit

A free, 60-minute analysis of your operational entropy. We map your data, identify bottlenecks, and propose the architecture.

Book
60-minute free call via video
Audit
We map your data and find bottlenecks
Proposal
You receive an architecture blueprint
Does knowledge leave when people leave?
Are you manually updating clients?
Is data siloed in 3+ systems?
Sounds like you could benefit from an architecture audit.
Book Free Audit

Typical ROI: 300% efficiency gain on core workflows.