*For COOs and operational excellence leaders* # Automate the routine. Escalate the exception. > Wide Moat turns recurring operational work into agents and internal apps connected to your existing systems. People stay in control of exceptions and high-impact decisions. ## Operations often lives between systems: people collect documents, copy status, coordinate approvals and resolve the same exceptions every week. Traditional automation handles fixed paths but struggles with unstructured context. - **Work between systems** — People manually move information across tickets, email, documents and operational tools. - **Exception-heavy processes** — Rigid automation breaks when judgement or missing context is involved. - **Local workarounds** — Teams build spreadsheets and point solutions that cannot be governed or scaled. ## See the trigger, action, control and metric. ### Document intake - **Trigger:** A request, document or form arrives. - **Wide Moat:** The agent extracts data, validates completeness and updates the relevant workflow. - **Human control:** Low-confidence or policy exceptions go to the named owner. - **Measure:** Processing time and exception rate. ### Recurring coordination - **Trigger:** A schedule, deadline or system change triggers the process. - **Wide Moat:** Wide Moat coordinates steps, owners and reminders across systems. - **Human control:** The process owner handles exceptions and approves material actions. - **Measure:** Cycle time and missed-step rate. ### Operational investigation - **Trigger:** A status, delay or incident needs explanation. - **Wide Moat:** The assistant gathers current evidence across tickets, logs, documents and communication. - **Human control:** The owner confirms root cause and the corrective action. - **Measure:** Time to resolution. ## Connect existing systems. Email, document stores, ticketing, ERP, CRM, workflow tools and internal operational systems. ## Add the shared layer. Traditional automation is strong on fixed rules. Wide Moat adds company context, document understanding and human escalation while still calling existing workflow tools. ## Keep accountability. - Confidence thresholds route exceptions - Every action has an owner and audit trail - Existing system permissions remain authoritative ## Agree the KPI. - End-to-end cycle time - Manual handoffs - Exception rate - Time to resolution ## One function. Three steps. 1. Choose a frequent process with visible exceptions. 2. Map the human decision points and connect only the required systems. 3. Run supervised, measure the baseline and automate further only when quality is stable. ## Clear answers before the demo. **Does it replace workflow automation?** No. Wide Moat can call existing automation and adds AI judgement, context and interfaces around it. **What happens when the agent is uncertain?** The item is routed to a person with the evidence, confidence and reason for escalation. **Where should we start?** Choose a high-volume process with clear owners, measurable delay and repeatable exceptions. ## Map the first operations workflow We will map the systems, human decision points, baseline and success metrics for the first workflow.