Contract Genie: AI-Powered Contract Search and Member-Specific Intelligence

A leading healthcare shared services organization that manages procurement, contract sourcing, and invoice automation for hospitals and medical institutions. With billions in managed contract spend and hundreds of thousands of invoices annually, they required advanced solutions to streamline data access and improve operational decision-making.

The Need:
The client needed a secure, intelligent solution that would allow internal teams to interact with vast contract data in a user-friendly, conversational way. Key requirements included advanced contract search across their ERP system, personalized access for different member institutions, and the ability to flag and resolve potential disruptions in product availability.

Our Solution:
We developed “Contract Genie,” a next-generation AI-powered virtual assistant integrated with their Microsoft Dynamics Business Central environment. Using Agentic AI design principles, the platform enables secure conversational search, item-level data lookup, real-time disruption alerts, and automated data exports in PDF or Excel formats. The system leverages multiple AI agents orchestrated by a supervisory layer to deliver fast, context-aware results.

Outcome Achieved:

• Launched a conversational contract assistant offering secure, real-time access to ERP data
• Enabled member-specific filtering and reporting based on access roles
• Built a robust Agentic architecture using Microsoft Azure and SQL-backed orchestration
• Introduced MitigAID for proactive disruption tracking and alerting
• Automated document exports for compliance and stakeholder reporting