The problem
The group runs several distinct businesses under one roof. The operational work (compliance, projects, documents, client communication, the bespoke calculations each business relies on) was spread across at least five separate tools and a lot of individual memory. Nothing connected, each business reinvented the same workflow slightly differently, and there was no single place a partner could stand and see how the group actually runs.
The brief
Build us one platform to operate the whole group from. It has to model multiple businesses with their own data and configuration, let our people log in with the identity providers we already use, embed intelligence where the work is unstructured, and live in Australia. We do not want five tools stitched together. We want one.
What we built
- A multi-business platform where each business keeps its own data and configuration under one group account.
- Group-wide single sign-on via Google Workspace and Microsoft, so people use the identities they already have.
- The operational surface: compliance work, projects, documents, client portals, custom calculators, and email threading, in one place.
- Embedded AI agents where the work is unstructured, sitting inside the workflow rather than bolted on as a separate chatbot.
- AU hosting for the whole platform.
What it delivers
- Workflows that used to live in five separate places now live in one.
- Staff move across the group's businesses with a single login through their existing identity provider.
- Each business retains its own data and configuration, so one platform does not force one process on everyone.
The approach
- Model the group, not a single business. The data model was built for multiple entities from the start, because retrofitting multi-entity onto a single-tenant app is the expensive way to do it.
- Meet the identity where it is. The group already ran Google Workspace and Microsoft, so we integrated both rather than asking anyone to adopt a new login.
- Embed AI in the workflow. The intelligence sits where the unstructured work happens, not in a separate tool people have to remember to open.
The stack
- Identity: Google Workspace and Microsoft SSO across the group, with per-business access.
- Data: per-business data and configuration isolation within one platform.
- AI: model-agnostic agents embedded in the unstructured parts of the workflow.
- Infrastructure: AU-region hosting for the whole group.
What this engagement says about how Bedstone works
- We design for the real structure of the business, including the awkward multi-entity reality, rather than the clean single-tenant version that is easier to build.
- We integrate the identity and tools a client already runs instead of forcing a migration.
- We embed AI inside the workflow where it removes friction, not as a separate product to manage.
Want a reference call?
If you are evaluating Bedstone for a similar engagement, we can arrange a direct conversation with the relevant client under appropriate confidentiality. Start a brief and we will scope the right reference for your situation.