Services Process mining How it works Agentic AI vs Copilot Who we serve Glossary FAQ Take the assessment
Agentic AI for mid-market operations

Your Microsoft stack is ready.
Your operating model isn't.

Orqive designs and deploys agentic AI inside your existing business environment — closing the process gaps that Copilot was never built to fill, and orchestrating the cross-system workflows your team is still doing by hand.

Take the AI readiness assessment → See how an engagement runs
Watch the introduction
90
days from first assessment to a working agent layer
18
questions in the free OARI diagnostic, graded L1–L4
100%
of agents and templates owned by you, not by us
The Orqive assess, orchestrate, adapt cycle The Orqive mark over the three phases of an engagement: assess the environment, orchestrate agents across Dynamics 365 and Business Central, then adapt as processes change. D365 · BUSINESS CENTRAL · AZURE AI ASSESS ORCHESTRATE ADAPT
Watch · a short introduction

The Modern Operating Model, introduced.

Why a licensed Microsoft stack doesn't change how work gets done on its own, what an agentic operating model adds above D365 and Business Central, and where an engagement with Orqive starts.

Skip ahead and take the assessment →

An introduction to the Modern Operating Model: what agentic AI adds above your Microsoft stack, and where an Orqive engagement begins.
In one paragraph

Orqive AI is a US enterprise AI advisory and delivery firm that designs and builds agentic AI inside mid-market Microsoft environments — Dynamics 365, Business Central, Copilot Studio, Power Platform, and Azure AI. It closes the cross-module process gaps Copilot does not address, such as Quote-to-Cash, Procure-to-Pay, and Hire-to-Retire handoffs that still depend on a person bridging two systems by hand.

Every engagement starts with the OARI, a free 18-question readiness diagnostic. Engagements are vendor-agnostic, run about 90 days to a working agent layer, and the client owns every agent, template, and integration pattern produced. Orqive AI LLC is based in Frisco, Texas.

Operates inside
Microsoft Business Central Dynamics 365 Azure AI Services Copilot Studio Power Platform Power Automate Azure OpenAI Dataverse Vendor-agnostic by design
The gap no one talks about

Copilot can summarise your data. It can't close the loop.

It can't close your Quote-to-Cash loop, flag cash flow risk before it compounds, or hand off a Hire-to-Retire workflow across three systems without someone bridging the gap manually.

01 / Orchestration

Cross-module orchestration is missing

D365 and Business Central work well within their modules. The handoffs between them — where your real operational risk and manual workload lives — are still human-dependent.

Quote → CashProcure → PayHire → Retire
02 / Operating model

AI tools without an operating model

Generic AI assistants generate and summarise. They don't understand your exception logic, your approval hierarchies, or when something has fallen through the cracks — and act on it without being asked.

Exception routingApproval logicEscalation paths
03 / Intelligence

No intelligence layer above the ERP

Your systems hold the data. But there's no agent watching for cash flow risk, supplier anomalies, or margin drift — and surfacing them before they become problems that land in a board report.

Cash flow riskSupplier signalsMargin drift

Read the full comparison: agentic AI vs Microsoft Copilot →

Our services

Three tiers. One practice growth arc.

Every client engagement begins with an honest assessment of where your business stands. From there, Orqive scales with you — from advisory and blueprint design through to hands-on agent deployment inside your chosen environment.

Tier 1 · Live now

Advisory & Assessment Practice

The entry point for every engagement. We map your current state against the APQC Process Classification Framework, identify your highest-value AI opportunities, and design the agent blueprint before a line of code is written.

OARI level: any

Ideal for: organizations beginning their AI journey, or those who've tried Copilot and need a structured approach to what comes next.

1.1

AI Readiness Assessment

We map your current business processes against APQC PCF L3–L5 and your existing stack, producing a gap register that identifies exactly where agents will deliver fastest ROI.

Deliverable: OARI score + gap register

1.2

Agent Blueprint Design

We design agent specifications for your top 3–5 priority gaps — which agents, which systems, which workflows, what success looks like. A build-ready pack your team or ours can execute against.

Deliverable: Agent design pack

1.3

Implementation Oversight

For organizations with their own technical teams or Microsoft partners — we provide advisory oversight of the build, ensuring the agent architecture is implemented correctly and governed from day one.

Deliverable: Governed working agent

Tier 1 · 1.4–1.6 · Live now

Process Mining & Optimization

Before redesigning anything, we read what your systems already recorded. Event-log and task mining of your live Business Central and Dynamics 365 processes exposes the bottlenecks, rework loops, and conformance breaks a workshop never surfaces — then prices them, and ranks which steps are worth handing to an agent first.

2–5 weeks
1.4

Process Discovery & Mining

We build an event log from your change logs, posting history, approval entries, and Dataverse audit data, then mine it — including desktop task mining for the work no system records, and conformance checking against the process as designed.

Deliverable: as-is process map + variant analysis

1.5

Bottleneck & Cost Analysis

Cycle time and waiting time per variant, rework rate, and the monthly cost of each bottleneck against your own labour and volume figures — plus an automation opportunity score that ranks what to agent first.

Deliverable: priced bottleneck register + ranked backlog

1.6

Process Optimization & Monitoring

The redesign the evidence argues for — steps removed, approvals collapsed, exceptions codified — and continuous monitoring in Power BI or Fabric that keeps measuring cycle time, rework, and conformance after the change lands.

Deliverable: to-be design + Fabric monitoring

How process mining runs on the Microsoft stack →

Tier 2 · Live now

Agentic AI Orchestration Service

Design-led, hands-on delivery. Orqive architects the orchestration model and is directly in your Azure, Copilot Studio, and Power Platform environment building it — not handing off a blueprint and disappearing.

OARI level: L3–L4

Ideal for: organizations ready to deploy cross-module or multi-vendor agent workflows and need an architect who can also build.

2.1

Cross-module Process Flows

We design and build agent workflows that span your Microsoft modules and connect to external systems — closing the loops your team is currently bridging manually.

Quote→Cash · Hire→Retire · Source→Pay · Plan→Make

2.2

Multi-vendor Orchestration

For environments where BC or D365 needs to orchestrate with CRM, e-commerce, logistics, or project tools — we design and build the agent layer that keeps everything in sync without manual intervention.

BC + Salesforce · BC + Shopify/3PL · BC + project tools

2.3

Reusable Agent Library

Every engagement generates agent templates, prompt libraries, and integration patterns that are yours to keep. Over time these become a reusable library that accelerates every subsequent agent build.

Templates per vertical: Mfg · Dist · Services

Tier 3 · Roadmap · Year 3+

Intelligence Layer

The destination for clients who have moved through Tiers 1 and 2 and are ready for predictive intelligence, cross-client benchmarking, and a fractional AI officer model. This is where the practice is heading.

By invitation · existing clients
3.1

Predictive Agents

Agents that sit above your ERP data and surface signals before they become problems — cash flow risk, customer churn, demand anomalies, supplier degradation.

Coming: Year 3+

3.2

Insight Synthesis

Cross-client benchmarks and industry pattern libraries built from anonymised engagement data — turning individual deployments into a collective intelligence asset.

Coming: Year 3+

3.3

Premium Advisory Tier

Fractional AI Officer model for mid-market businesses that need board-level AI governance, strategic AI roadmapping, and an ongoing intelligence partner — not just a project delivery firm.

Coming: Year 3+

Tier 3 is where clients who have built their agent foundations with Orqive grow into. It is not available as a standalone engagement at this stage.

The Orqive AI Readiness Index

Your OARI score routes you to the right tier.

The OARI is an 18-question diagnostic that grades you L1–L4 across six dimensions — Business Process Readiness, Agent Deployment, Data & Integration, Organizational Capability, Value Realization, and Governance. It doesn't just tell you your AI maturity — it tells you exactly which Orqive service tier matches where you are today, and what the right entry point looks like for your specific business.

L1

Foundational

Foundational gaps in process, data, or ownership to close before deploying agents. Orqive starts with an assessment and blueprint design.

→ Tier 1: Assessment + Blueprint

L2

Emerging

Real foundations in some areas, clear gaps in others. Orqive runs a readiness sprint to close the gaps, then designs your first agents.

→ Tier 1: Readiness sprint + blueprint

L3

Orchestrated

Process, data, and organisation ready for agents. Orqive moves directly to targeted deployment on your highest-friction workflows.

→ Tier 2: Targeted agent deployment

L4

Agentic

Mature foundations, ready to scale. Orqive scopes a full cross-module, multi-agent orchestration programme from day one.

→ Tier 2/3: Full orchestration programme

Take the free assessment → 18 questions · ~10 minutes · instant results · no account required
How we work

Vendor-agnostic. No lock-in. Your IP stays yours.

These aren't marketing principles. They're the structural commitments that shape every engagement Orqive takes on.

"Every engagement generates templates. Every template reduces the next delivery cost. Every vertical deepens the moat — for you, not for us."

Vendor-agnostic by design

We operate inside Microsoft's stack because it's where mid-market businesses live. But we're not a Microsoft partner selling licences. If a better tool exists for a specific process, we'll say so.

No client lock-in

Every agent we build, every template we create, every integration pattern we design — belongs to you. You are not dependent on Orqive to run or modify your agent layer after we hand it over.

IP capture every engagement

Each engagement systematically builds a library of reusable agent templates, prompt patterns, and process playbooks. This compounding IP is what makes Orqive faster and sharper with every engagement.

Measurable outcomes, not activity

Every engagement has defined success metrics before work begins — hours recovered, cycle time reduced, error rate dropped. If we can't name the number, we don't take the engagement.

Who we serve

Same practice. Three entry points.

The assessment routes every client to the right tier. Here's what that conversation typically looks like by role.

Operations leader

You spent the AI budget. The transformation didn't happen.

Copilot is licensed. Adoption plateaued. Your month-end still takes five days. Your Quote-to-Cash still involves three manual handoffs. Leadership wants results. You need a different approach — one that starts with process, not technology.

Entry: OARI assessment → Cross-module orchestration engagement within 90 days.

Start the assessment →
IT / ERP lead

You can see what's possible. You can't get the business to commit.

You know Copilot Studio can do this. You know Power Platform has the building blocks. What you don't have is a business-case-ready agent design — scoped to your D365 or BC environment, with an ROI narrative a CFO will sign off on.

Entry: Agent Blueprint Design → ROI-mapped agent pack ready to present upward.

Start the assessment →
Founder / owner

You want AI running parts of your business. You don't know where to start.

You're on Business Central. Your team is stretched. You've heard AI can help with cash flow, procurement, and customer ops. Every conversation you've had has been too technical or too vague. You need someone who will get in the system and build something real.

Entry: AI Readiness Assessment → practical agent design for your three highest-friction processes.

Start the assessment →
Built on what you have

We don't replace your stack. We activate it.

Your organization has already invested in a business system. Orqive's job is to design the agent architecture and operating model that makes that investment produce real outcomes — not to sell you another platform, and not to lock you into ours.

We operate primarily inside the Microsoft ecosystem because that's where mid-market businesses run. But the engagement is always vendor-agnostic — we follow the process, not the product roadmap.

Where agents get deployed
Finance & Accounting
Procure→Pay · Close
CRM & Revenue
Quote→Cash
Supply Chain
Plan→Make · Source→Pay
HCM
Hire→Retire
FAQ

Questions we get asked

Straight answers on what agentic AI actually does inside a Microsoft environment, how Orqive engages, and what you keep at the end.

What is Orqive AI?

Orqive AI is a US-based enterprise AI advisory and delivery firm that designs and builds agentic AI inside mid-market Microsoft environments. We work across Finance and Accounting, HCM, CRM, and Supply Chain, and every engagement starts with the OARI readiness assessment.

How is agentic AI different from Microsoft Copilot?

Copilot works inside a single application: it summarises, drafts, and answers questions about data you can already see. Agentic AI acts across applications. An agent watches for a condition, applies your exception rules, and completes a multi-step workflow — moving a closed opportunity into a Business Central sales order, matching an invoice to its purchase order, or escalating an approval — without a person bridging the gap by hand.

Full comparison, side by side →

What is the OARI (Orqive AI Readiness Index)?

The OARI is a free 18-question diagnostic that grades your organisation L1 to L4 across six dimensions: Business Process Readiness, Agent Deployment Sophistication, Data and Integration, Organizational Capability, Value Realization, and Governance. It takes about ten minutes, needs no account, and returns your three highest-value agent opportunities plus a recommended entry point.

Which Microsoft products does Orqive work in?

Dynamics 365, Business Central, Copilot Studio, Power Platform, Power Automate, Azure AI Services, Azure OpenAI, and Dataverse. We build inside your existing tenant rather than introducing a separate platform you then have to maintain.

Do we need to be on Business Central to work with Orqive?

No. Business Central and Dynamics 365 are where most of our clients run, but the orchestration layer routinely spans CRM, e-commerce, logistics, and project systems from other vendors. The engagement follows your process, not a product roadmap.

How long does an agentic AI engagement take?

About 90 days from first assessment to a working agent layer. The assessment and blueprint phase typically runs two to four weeks, with deployment of the first agents following from there.

See the phase-by-phase breakdown →

Who owns the agents and templates Orqive builds?

You do. Every agent, template, prompt library, and integration pattern created during an engagement belongs to your organisation, and you are not dependent on Orqive to run or modify any of it afterwards.

Does Orqive do process mining?

Yes — it is services 1.4 to 1.6 inside the Tier 1 advisory practice. We build an event log from Business Central and Dynamics 365 change logs, posting history, approval entries, and Dataverse audit data, mine it in Power Automate Process Mining or Fabric, price each bottleneck, and rank which steps are worth automating. A first process takes two to five weeks.

How process mining runs on the Microsoft stack →

How much does an agentic AI engagement cost?

The OARI readiness assessment is free. Paid engagements are scoped from its findings: an advisory assessment and blueprint is a fixed-scope project of two to four weeks, and orchestration delivery is priced per agent workflow. Every engagement carries defined success metrics agreed before work begins.

Where is Orqive AI based?

Orqive AI LLC is based in Frisco, Texas, and works with mid-market organisations across the United States.

Start here — it's free

Know your gaps
before the next quarter does.

The OARI takes about 10 minutes. You'll walk away with your L1–L4 maturity grade across six dimensions, your three highest-priority agent opportunities, and a clear picture of which Orqive service tier is the right entry point for your business.

Free · no account required · results in under 10 minutes