The Enterprise AI Cocktail

Four Ingredients for the ideal Digital Transformation Margherita

By

Puneet Shrivas

May 14, 2025

May 14, 2025

May 14, 2025

Enterprise AI agents’ landscape has grown a lot from experimental POCs when services like OpenAI had just started releasing APIs for large language models, to mission-critical systems driving concrete business value today. The questions in today’s organizations have switched from whether to adopt AI to how to architect a comprehensive ecosystem that can balance innovative ideas with security, data governance, reliability as well as flexibility to experiment.

The Evolution of AI: From NLP to Generative


Generative AI is a subset of its predecessors.

It all started from Natural Language Processing which would categorize a word in a sentence to a part of speech around 2011. In roughly the 2015-2020 era, AI was understood to primarily be machine learning, where a network of mathematical neurons was trained to, say, very reliably detect if a picture has a cat. Then with very vast neural networks, a lot of predictive tasks like stock price prediction, Image Processing achieved astonishing levels of accuracy. Today Generative AI, the talk of the town, is a subset of Deep Learning with vast neural networks that were trained with data huge enough to develop a great amount of intelligence. This article will try to go through what enterprise Generative AI today mainly constitute of.

The Four Foundations of Successful Enterprise AI

Most successful enterprise implementations of AI today have 4 basic foundations to it:

  1. Fine Tuned AI Agents  

AI agents are an autonomous entity that takes in unstructured or structured requests, plans its course of action, and execute tasks defined towards a goal with minimal human oversight. 

How is this different from a standard script?

A python script is essentially the same set of operations over a fixed format of data done repetitively. Comparatively, an AI agent could be configured to interpret on its own how to process different formats of documents, extract entity names for a specific condition, format the result in a specific way, all without rewriting the code.

What are the building blocks of an AI agent?  

  • Large Language Model: A language model is essentially a word predictor, which predicts the next word that should come in an incomplete sentence. A large language model is trained over trillions of words across different sources which makes it intelligent at many tasks. AI agents use LLMs as a “knowledge-as-an-API” solution to do all the planning and processing similar to how a python script would use a compiler.


  • Instructions (Prompts): These prompts, generally called the system prompt of the agent, give an identity and purpose to the AI Agent which it remembers while doing any and every task. There can also be output templates, chain of thoughts and guardrail instructions for specific scenarios given in prompts that helps an Agent to reliably work for expected use cases.


State of the art, before AI agents were a thing.
  •  Tools: Tools are what makes an AI agent more than just a talking head. An AI Agent can utilize tools such as web search, document parsers, and Database connections to become more versatile at pulling different forms of information. It can also use code executors to double check its calculations or debug code before giving it to the user. Protocols like MCP allow any agent to use any tool these days available off the shelf.

  •  Prior Knowledge: Finally, an agent will use stuff from the ongoing conversation or past conversations and learnings to give a better answer to the user if it is configured to do so.

Fine-Tuning for Enterprise Needs

Modern enterprise AI Agents go beyond ChatGPT-like experiences. They are engineered for:

  • Autonomous perception of various data inputs, structured databases, and documents

  • Strategic planning rather than executing defined workflows

  • Contextual action within constraints and governance requirements

  • Continuous learning from interactions

  1. AI Playground-Based Prototyping 

Most enterprise teams working with AI go through a phase of testing capabilities in a simple experimental interface called a playground.


During this initial stage, development teams:

  • Rapidly prototype workflows

  • Engineer prompts for specific use cases

  • Benchmark performance

  • Validate results with stakeholders before building polished solutions

3. A Robust User Platform

Each enterprise team has different AI needs, but all require an interface where they can bring in data sources, make queries, or initiate workflows. These platforms are designed with:

  • Contextual awareness of user flows

  • Multimodal assistance across text, visuals, data analysis, and communication tasks

  • Adaptability to individual working styles and preferences

  • Minimized time/clicks to results

These platforms may resemble ChatGPT (preferred by executives) or Perplexity's dashboard (suited for technical users), depending on whether a streamlined or Swiss-knife solution is appropriate.

4. AI Workflows & Integrations

Finally, coming to how you answer your manager “Do you expect every employee to start opening this new website on a second monitor” while you are convincing them to adopt the latest GenAI tool for the nth time. Enterprise AI today is designed to serve your needs right where you work. These could be SAP software, CRM, CAD applications, MS Excel or even the dreaded MS Teams.


AI Agents interface with these applications through APIs, process requests in secure environments (on-premise or secure cloud), and deliver results within the same application—transforming workflows without disrupting established processes.

Case Study: MS Excel AI Agent

Problem

While working with a reinsurance company, we collaborated with the CIO who faced challenges with executives uploading monthly summary Excel sheets (huge files with numerous tabs and extensive data). They struggled to extract insights or pull specific columns for particular cedants from specific date ranges. Standard AI tools like ChatGPT, Copilot, and Deepseek consistently failed at this task.

Deployed AI Agent

We captured the workflow, failed queries, and expected outputs. The task was broken down into clear steps:

  1. Ingest the Excel file as a list of broken-down tables

  2. Create an index of tables with their column and row headers

  3. Map user queries to required tables

  4. Utilize Python dataframes for structured data extraction

  5. Convert required insights into executable math equations via the LLM

  6. Run formulations over the dataframe

  7. Develop reasoning and insights from the extracted numbers

  8. Deliver results to the executive platform and generate required report formats

Results

The implementation led to happier executives, more insights, discovery of data inconsistencies, and expansion to additional workflows.

The organizations that master this new ecosystem will not just automate existing processes—they'll fundamentally reimagine how work gets done, decisions get made, and essentially spend more time on office parties while their AI counterparts toil in office clouds🍸.