COO and managers
Productive on day one
New hires start with the accounts, apps and equipment requests their role needs. Managers stop chasing IT tickets in the first week.
AI agent for employee onboarding and offboarding Ready on day one. Gone means gone.
From offer accepted to last day, the agent makes sure every employee has exactly the access, apps and licenses their role needs, and nothing once they leave. Managers stop chasing tickets, finance stops paying for unused licenses, and auditors get a clean trail.
- New hire confirmedFrom your HR system, request form or a named manager
- Agent builds the planAccounts, groups, licenses and apps for the role
- Policy checkAnything outside the role catalog is flagged
- IT approves ApprovedNamed approver, with the plan attached
- Agent provisionsDirectory, identity provider, Microsoft 365
- Ready for day oneManager notified, ticket updated, audit logged
What it's worth
Every hire, move and departure touches four teams. The agent gives each one time back.
CFO and finance
Stop paying for leavers
Licenses are reclaimed when people leave or change roles, and access reviews come with evidence instead of a scramble before the audit.
HR and people
A clean last day
Every departure is handled the same way, with access removed on time and the employee's mailbox and files kept under your retention rules.
What you'd measure
- Day-one readiness
- Time from departure to access removed
- License spend reclaimed
- Access review findings
- Manager and IT hours per hire
What it does
One agent, the whole employee lifecycle.
Onboarding
- Creates accounts in your directory and identity provider
- Assigns groups, licenses and apps for the role
- Sets up mailbox and Microsoft 365 access
- Notifies the manager when everything is ready
Transfers
- Compares the old role with the new one
- Adds the new access and removes what's no longer needed
- Flags anything the old role kept that needs review
- Records the change for access reviews
Offboarding
- Disables sign-in and ends active sessions first
- Removes groups, apps and admin roles
- Preserves mailbox and files under your retention rules
- Reclaims licenses on your schedule
For your IT team
Identity is where an agent has to be most careful.
These rules are written into the design and approved by your IT team before anything is built.
- The role catalog decides access. The agent only grants what's mapped to a role you've approved. Anything else stops for review.
- Privileged access needs a person. Admin roles and sensitive groups always need a named approver, every time.
- Requests come from approved sources. Your HR system, the request form or named managers. Not anyone who sends a message.
- Disable before delete. Offboarding cuts access first and removes data only under your retention rules.
- Credentials stay out of the conversation. Temporary passwords and MFA setup follow your existing secure delivery path.
- When unsure, it stops. Conflicting or incomplete requests go to a person instead of being guessed.
Works with
The systems you already run.
- Active Directory
- Entra ID
- Okta
- Microsoft 365
Requests can come from a web form, Microsoft Teams or your HR system where an integration is available. We confirm the details in design.
What you get
A working agent and everything behind it.
- A written design and approval matrix
- A role catalog mapped to access
- The agent deployed in your environment
- An audit log and a monthly report on activity and approvals
- Source code and runbook in your Git
Questions
What leaders ask first.
Pricing follows the standard model: a fixed-fee build and a monthly run.
How do we know it's working?
We baseline the measures above during design. The monthly report shows day-one readiness, time to remove access, licenses reclaimed and every approval, against that baseline.
What does it cost?
A fixed fee to build and a monthly subscription to run, sized in the Opportunity Scan against the hours and license spend it returns.
Does this replace our IT team?
No. It takes the repetitive provisioning work off their plate. Your team still owns the role catalog, approves exceptions and handles anything unusual.
Do we need Okta?
No. The agent works with the directory and identity provider you run, whether that's Active Directory, Entra ID, Okta or a mix.
Can we start with just offboarding?
Yes. Many teams start with the highest-risk workflow and add onboarding and transfers once the first one has earned trust.
Where does the agent run?
In your cloud subscription, on your model accounts. Source code and documentation live in your Git.
What happens if the agent isn't sure?
It stops and asks. Conflicting, incomplete or out-of-catalog requests go to a person with the details attached.
Managed Intelligence Opportunity Scan
See what your hires and departures are really costing.
In 30 minutes, we'll walk through how hires, transfers and departures work today, and what an agent would change.