IndustryFinancial Technology

AI

AI and Agent based solutions for complicated problems in any industry.

By Jason Booher - Founder, Solution Architect

What is AI?

The term covers several different technologies. Agentic AI is the one that matters most for business workflows.

AI Is a Wide Umbrella

A lot of different technologies fit under the AI label. Large language models (LLMs), image generation, machine learning, and algorithmic decision systems all get called AI in different contexts. Each one has its own use cases and its own limits.

For a business that wants to put AI into a real workflow, the conversation almost always lands on Agentic AI. That is the form of AI that can be wired directly into how work gets done.

What Is Agentic AI?

Agentic AI is a structured system that combines a large language model with access to deterministic tools. The LLM provides the reasoning. The tools provide the reliable, repeatable actions. Together, they can read context, make decisions, and perform actions inside a business workflow.

A Simple Example

Consider an AI agent built to read and sort incoming support request emails:

  1. Every incoming email to support@company.com is read by the AI agent.
  2. The agent determines whether the content is asking for help.
  3. The agent looks up the customer's current support tickets.
  4. If a support ticket already exists for that customer, the agent appends the new conversation to that ticket.
  5. If no support ticket exists yet, the agent creates one with the right priority and routes it to the appropriate team.

That is a single agent performing one defined role. Real business workflows often chain several agents together, each scoped to its own role, so that complex processes can run end to end.

What Can AI Do for My Business?

Two patterns cover most of the agentic work we deploy across business units.

Two Patterns That Cover Most Workflows

We apply Agentic AI across every level and every business unit of the companies we work with. The shape of the agent changes by use case, but most of what we deploy fits into one of two patterns.

Autonomous Agent

If a process can be taught to a nine-year-old and does not require judgment calls, an AI agent can run it end to end. The agent reads the inputs, executes the defined steps, and writes the result back into the systems that need it. No human sits in the loop.

Human In The Loop (HITL)

If a process can be 99% automated but needs human judgment at a single decision point, the agent does everything around the decision. It gathers the information the human needs, presents it, waits for the decision, then performs every downstream action after the human signs off. The human spends their time on the judgment, not on the prep work or the cleanup.

The pattern that fits a given workflow depends on the cost of being wrong, the frequency of edge cases, and how comfortable the business is delegating the decision to software. We help map those tradeoffs during discovery.

What Does a Company Need to Get the Most Out of AI?

Buying AI tools is downstream of being a company that AI can actually operate inside.

Why Most AI Initiatives Stall

Adding ChatGPT to a workflow does not automatically make a company AI-first or AI-enabled. The pattern we see most often: a team gets excited, buys a few subscriptions, wires up an AI integration somewhere, and a few months later nothing fundamental about how the business runs has changed. The tools were available the whole time. They just had nothing organized to work against.

That is the part nobody likes to talk about. Most companies are still running on chaos under the hood. Important context lives in Slack threads. Processes exist only in the heads of the people who designed them. Half the team does not know why the last big decision was made. Documentation is out of date two weeks after it is written. Every time someone leaves, knowledge walks out the door with them.

AI becomes powerful only when the systems underneath it are organized enough for it to understand the business. A messy company with AI added on top is still a messy company. The AI just makes the chaos faster.

What an AI-Ready Company Actually Looks Like

The companies that win with AI over the next five years will not be the ones with the fanciest models. They will be the ones built so that humans and AI agents can both operate effectively inside them. In practice, that means:

  1. Clean workflows with explicit steps and clear owners
  2. Documented processes that survive when the person who designed them leaves
  3. Structured knowledge instead of buried Slack threads and out-of-date wikis
  4. Fast feedback loops so mistakes get caught and corrected quickly
  5. Clear communication between teams and between roles

This work is unglamorous, and most companies defer it because it does not look impressive in a board deck. We think it is the actual competitive advantage right now. The interesting question for the next five years is which companies are actually built for AI to operate inside them, and buying AI tools is downstream of that answer.

What We Summit Mountains Offers

AI implementation that fits the realities of your business, not a generic tooling roll-out.

How We Help

We Know the Tools

We understand Agentic AI and the broader AI tooling we evaluate every week. We know which tools are appropriate for which problems, which ones are safe to put against customer data, and which ones are not ready for production yet. We bring that working knowledge into your business so you do not have to reinvent the evaluation.

We Get Your Business Ready for AI

Most of the value comes from the work that happens before any AI agent gets turned on. We help you close data silos, centralize your systems and data, document the processes that the AI will run, and put security and permission controls in place that govern exactly what an agent can read and do. Then we apply the AI on top of an environment it can actually succeed inside.

We Help You Prioritize the Right Problems

There are always more problems than budget. We help you identify which problems matter most, which problems are costing your business the most money or the most time, and which problems have the fastest path to a fix. AI gets pointed at the work where it moves the business forward the fastest.