Octane Deal-to-Delivery Desk

Contract signed. Delivery ready.

Drop in a signed statement of work or quote. Five agents on IBM watsonx Orchestrate read every page and draft the delivery project: phases, tasks, budget lines, sales order lines, services and commercial terms, each quoted from the document. Reviewers approve line by line, and the system learns from every decision.

How a contract flows

Contract in. Project set up, line by line.

No re-keying from the contract into project tools. Every value arrives with the words and the page it came from.

01

Arrive

Drive folder or upload

PDF or Word. Every contract is stored, and a changed file is picked up again.

02

Read

Contract Ingestion Agent

Reads every page and classifies it: type, customer, value, dates and term. Excluded project types stop here.

03

Extract

Document Understanding Agent

Phases, tasks, budget, sales order lines, services and terms, each with a verbatim quote and a page number.

04

Design

Project Design Agent

Builds the plan in the document's own order, with WBS codes, task templates, service lines and revenue models.

05

Check

Code

Every quote and amount checked against the document, totals reconciled, anything below 90% flagged for an expert.

06

Review

Reviewer and Approval Agent

People approve, edit or reject each line, in the portal or by chat. The project is approved only when nothing is pending.

07

Learn

Every decision

Corrections and rejections shape the next contract. Learning pre-fills and flags; it never approves.

Built in

The contract decides. People approve.

Four rules hold for every contract. Nothing is special-cased per document.

01

Like for like

Nothing is merged, renamed or consolidated. Every phase and task stays exactly as the document states it, in document order.

02

Quoted, then checked

Every value carries the words and page it came from, and code checks the quote and the amount against the document.

03

An expert below 90%

Anything the AI is less than 90% sure of goes to an expert. The level is a setting, not a guess.

04

Learning never approves

Lessons pre-fill corrections and flag likely rejections. A person still makes every decision.

On real contracts

Long documents. Nothing lost.

Tested on real statements of work and vendor quotes of up to 88 pages.

Drafted

A 72-page vendor quote

37 phases, 307 tasks

Read section by section into 402 line items, each quoted with its page and ready for review.

Flagged

Totals that don't agree

Prices vs the stated total

The line prices add up to 1,773,772.00 but the document states 1,656,027.00. The reviewer is told to check which is right.

Kept as written

Tasks without a phase

48 in one quote

The document doesn't tie them to a phase, so they're grouped under "General / Unassigned" rather than guessed into one.

Learned

Reviewers teach it

The next contract

Recurring admin tasks reviewers rejected aren't drafted again, and a task name they corrected is used from then on.

In the Delivery Desk

What you'll see.

Follow a contract from the inbox to an approved project.

Inbox

Every contract with its type, customer, pages and progress. Check the Drive folder or upload a new one.

The project review

What the document says beside what the AI captured, how sure it is, and approve or reject on every line.

Things to check

Totals that don't agree, tasks without a phase and template coverage, before anyone approves.

Project plan

Phases and tasks in the document's own order, with WBS codes, alongside the review.

Learning

Every rule the system has learned, who taught it, how often it was used, and a switch to turn it off.

Metrics and settings

How often the AI is approved without changes, by kind of item; the expert-check level and the project types to exclude.

On IBM watsonx Orchestrate

End to end, in the Delivery Desk.

Three real contracts are already read and waiting for review. Open one, compare each line with the page it came from, approve or correct it, and see the next contract learn from you.

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