Case Study

How AGEISS Is Unlocking Trusted ERP Intelligence with Champ Agents, powered by Wyatt

AGEISS is a Colorado-based professional services firm providing engineering, environmental, facility support, and professional services to federal agencies nationwide. As the organization continued to expand its use of Unanet GovCon ERP, leadership identified an opportunity to make trusted financial and operational data easier to access while reducing reliance on spreadsheet-based reporting and manual workflows.

As Vice President of Operations, Brian Bartholomew partnered with Unanet to evaluate Champ Agents, powered by Wyatt, during its beta program. Rather than replacing established ERP processes, AGEISS focused on validating how conversational AI could help employees retrieve, analyze, and verify trusted ERP data using natural language. By reducing dependence on technical reporting expertise and manual data preparation, the organization demonstrated a practical path toward faster, more accessible operational intelligence.

Today, AGEISS views agentic AI as an extension of its GovCon ERP investment. By making trusted ERP data more accessible across finance, accounting, compliance, billing, and operations, the company is building a stronger foundation for informed decision-making while helping employees spend less time searching for information and more time acting on it.

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Unlocking Trusted ERP Data Without Expanding Reporting Complexity

Like many government contractors, AGEISS relied on Unanet GovCon ERP as the system of record for financial, project, and operational information. While the organization trusted its data, accessing that information often required technical reporting knowledge, refreshable web queries, exported spreadsheets, and manual processes that consumed valuable time.

As reporting requests increased across accounting, billing, compliance, and operations, those spreadsheet-driven workflows became increasingly difficult to scale. Team members often needed to know exactly which reports, tables, or data sources to use before they could answer even straightforward business questions.

Leadership wasn't looking to replace its ERP. Instead, they wanted a simpler way for employees to access trusted information without relying on technical specialists, fragile spreadsheet workflows, or time-consuming manual reporting. The opportunity was to make ERP data more accessible while preserving the accuracy, governance, and confidence required in a government contracting environment.

Extending Trusted GovCon ERP Data with Agentic AI

AGEISS selected Champ Agents, powered by Wyatt, to explore a new approach to working with the trusted information already stored inside Unanet GovCon ERP.

Rather than building new reports or exporting data into spreadsheets, employees could simply ask questions using natural language and receive ERP-grounded responses based on the organization's existing data. This conversational experience removed many of the technical barriers traditionally associated with ERP reporting while keeping employees connected to the system they already trusted.

For AGEISS, the value extended beyond speed. The organization saw an opportunity to broaden access to financial and operational insights without requiring every employee to become a reporting expert. By making trusted ERP data easier to use, Champ Agents, powered by Wyatt helped transform information that had traditionally been locked behind reports and spreadsheets into actionable operational intelligence.

As Brian explained:

"You don't have to be a programmer. You don't have to be a database guru. You just say, 'I want to see this,' and it does it."

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Validating AI Through Real Business Workflows

AGEISS approached its evaluation of Champ Agents, powered by Wyatt with the same discipline it applies to financial reporting and compliance. Rather than assuming AI-generated outputs were correct, the team tested them against existing reporting processes to verify that the results matched their trusted ERP data.

The organization began by recreating several spreadsheet-driven workflows that previously relied on refreshable web queries and manual reporting. Accounting and operations teams compared the outputs line by line, validating calculations and confirming that Champ Agents, powered by Wyatt accurately reflected information stored within Unanet GovCon ERP.

As confidence grew, AGEISS expanded testing into additional finance and operational workflows, including incurred cost reporting, Schedule H validation, billing visibility, accounts receivable analysis, invoice aging, and project review activities. Throughout the beta, the team also worked closely with Unanet, providing product feedback and helping shape future capabilities based on real-world government contracting use cases.

This measured approach allowed AGEISS to demonstrate that conversational AI could support trusted financial operations without compromising governance, compliance, or confidence in the underlying data.

Building a More Intelligent Operating Model

For AGEISS, the long-term opportunity extends well beyond replacing spreadsheet-based reporting.

Leadership sees conversational access to trusted ERP data as an important step toward a more connected operating environment where finance, accounting, project management, compliance, and executive leadership can all make decisions using the same reliable information—without technical barriers slowing them down.

As additional AI capabilities mature, AGEISS envisions an environment where operational insights are surfaced more proactively, reporting becomes increasingly automated, and employees spend less time searching for information and more time acting on it.

Brian summarized that vision best:

"If they're all in one basket and they all talk to each other and interact with each other, you just brought so much efficiency that you can really work smarter."

By participating in the Champ Agents, powered by Wyatt beta program, AGEISS is helping shape how agentic AI can extend the value of GovCon ERP—making trusted enterprise data more accessible, actionable, and useful across the organization.

Demonstrating Trusted AI for Government Contractor Operations

The most significant outcome of AGEISS's beta evaluation was confidence.

By successfully recreating existing reporting workflows and validating results against trusted ERP data, the organization demonstrated that conversational AI could become a practical extension of its existing financial and operational processes. Rather than replacing established governance practices, Champ Agents, powered by Wyatt complemented them by making trusted information easier to retrieve, analyze, and understand.

The organization validated multiple spreadsheet-driven reports, confirmed Schedule H outputs matched existing reporting, and simplified access to billing, invoice, and aging information through natural language. Equally important, employees without deep reporting expertise were able to interact directly with ERP data, reducing dependence on technical specialists while improving visibility across the business.

For leadership, these early successes reinforced that AI can support government contractor operations responsibly—helping employees work faster, reduce manual effort, and make more informed decisions while maintaining confidence in the organization's ERP data.

  • Validated AI Reporting

    Successfully recreated existing ERP reporting workflows while maintaining confidence in trusted financial data.
  • Reduced Manual Reporting

    Replaced spreadsheet-heavy reporting processes with conversational access to ERP information.
  • 100% Schedule H Validation

    Confirmed AI-generated Schedule H outputs matched existing reporting used for compliance activities.
  • Expanded Financial Visibility

    Simplified access to invoice aging, payment activity, and customer billing insights.
  • Broader Access to ERP Intelligence

    Enabled employees to retrieve trusted ERP information without specialized reporting expertise.
  • Foundation for Agentic AI

    Established a scalable framework for expanding AI-assisted workflows across finance, compliance, and operations.

Making Trusted ERP Data Accessible to More People

"I would describe it as a tool to automate anything you're looking for in the ERP system. It will automate it and bring efficiency to you."

For AGEISS, the greatest value of Champ Agents, powered by Wyatt is not simply producing reports faster—it's making trusted ERP information accessible to more people across the organization. By reducing the technical knowledge required to retrieve and analyze business data, the organization is enabling finance, operations, and leadership teams to spend less time searching for answers and more time making informed decisions. As AI capabilities continue to evolve, AGEISS sees conversational access to ERP data becoming an increasingly important part of how government contractors operate more efficiently while maintaining confidence in their financial and operational information.

With Champ Agents, powered by Wyatt, every user can be a power user

  • Accurate, sourced answers

  • Proactive alerts

  • Delegate complex tasks

  • A unified experience