Secure AI Enterprise AI Agentic Platform

Crown Agentic AI Platform - Building the Technical Foundation

We are building a unified, secure environment where AI works for Crown
—protecting client data, elevating scientific rigor, and accelerating the work that matters most.

Platform Intro

A clear story keeps everyone aligned: what the rapid AI wave is exposing, the problem set we refuse to normalize, and the reasons this platform matters for every function at Crown.

AI adoption is exploding across the industry, but speed has outpaced governance. Every department wants its own copilots, contractors plug in external chatbots, and data is copied into whatever tool is available. The result: unmanaged risk, inconsistent outcomes, and little carryover between teams.

We keep running into the same observations: duplicated investments, models that contradict SOPs, data feeds stitched together manually, and outputs that fall short of sponsor expectations. The cards below document the systemic issues that show up whenever AI scales without a common backbone.

Tool Sprawl

Too many tools, no shared workflow or memory.

Data Leakage Risk

Copy-paste to external bots puts client data at risk.

Inconsistent Guidance

Answers diverge because tools ignore SOPs and history.

Lost Traceability

Hard to prove what was used, why, and by whom.

Invisible IT & QA Risk

No unified audit trail or enforceable policy record.

Multiply those realities across hundreds of colleagues and dozens of workflows and the impact compounds: duplicated effort, contradictory outputs, stalled approvals, and missed opportunities for excellence. The platform exists to shut these risks down and replace them with one orchestrated, accountable system.

The Crown Agentic AI Platform answers a simple question: can we harness AI without compromising the way we work, the data we steward, or the quality we promise? By aligning personas, safeguards, and outcomes, the answer is yes.

Everyone across Crown deserves clarity on what we are building and why. Scientists, commercial teams, IT, and quality now see the same guardrails, the same governance, and the same payoff. The platform gives them a trustworthy foundation and provides a point-by-point response to the risks above.

01 One secure entry point replaces a sprawl of disconnected AI tools.
02 Agentic orchestration coordinates knowledge, analysis, compliance, and generation.
03 Every recommendation is cited, auditable, and aligned to Crown’s standards.

Tool Sprawl → Single Entry Point

A single, authenticated workspace fronts every LLM, so teams stop copying data into public tools and every interaction inherits the same security posture.

Data Leakage → Controlled Gateway

Model routing, redaction, and audit trails sit at the edge, which prevents sensitive study context from leaving Crown while still unlocking the best model for each task.

Inconsistent Guidance → Policy-Aware Agents

Agent workflows include Crown SOPs, historical decisions, and approvals, so the same question yields the same, policy-aligned answer no matter who asks it.

Lost Traceability → Persistent Memory

Prompt histories, citations, and dataset lineage are captured automatically, making it simple to explain every decision to QA, clients, or regulators.

Invisible IT & QA Risk → Shared Governance

Central logging, approval checkpoints, and real-time telemetry let IT/QA watch usage patterns, enforce policy, and extend the platform knowing the controls hold.

Platform Architecture

The architecture combines user workspaces, orchestrated agents, and governed data planes. Hover nodes to see responsibilities, click the Agent Orchestrator to inspect sub-agents, and spotlight flows to understand the connective tissue.

Crown Agentic AI Multi-layer Architecture USER EXPERIENCE LAYER AGENTIC AI LAYER DATA & KNOWLEDGE LAYER Sales & BD Workspace Prospect insights • Alerts Quote AI • Negotiation playbooks Scientific Console Protocol review Escalations • Monitoring Decision support Operations Command Task queues Capacity plans Telemetry • Alerting Client & Sponsor Portal Proposal reviews Status feeds • Secure collaboration • Alerts Commercial Strategist AI Opportunity reasoning Quote automation Market signals Branding Agent Template guidance Color alignment Brand tone Protocol Builder Quote-to-protocol reasoning Review workflows Report Generation Agent Data assembly Visuals • Statistics Narrative drafts Crown Agent Orchestrator Strands Agent + LangChain Task graph • Guardrails Shared memory • Tool routing AskCrown First-stop routing Policy-aware answers Agent dispatch MRS-AI Model Recommendation System Client Success Companion Experience orchestration Retention intel Knowledge Hub & RAG Fabric Vector + graph indexes Policy gating Operational Systems Spine CRM • ERP • LIMS ELN • QA systems Analytics & Compliance Vault Data lake • QA evidence Dashboards

Crown Journey

Strategic pillars and live workflows move together: each stage blends institutional knowledge, autonomous orchestration, and human judgment so outcomes stay fast, governed, and reusable.

Commercial Intelligence & Activation

Every pursuit starts with context-rich playbooks, live pricing logic, and the Commercial Strategist Agent.

  • Auto-assembles therapeutic data, historic case files, and negotiation guardrails.
  • Generates briefs, competitor heatmaps, and revenue scenarios from market signals.
  • Completes Salesforce hygiene, quote configuration, and profitability scoring.
  • Coordinates quotes, approvals, and MRS-AI scientific support in-line with policy.
  • Runs discount simulations and ROI models before proposals go out the door.

Study Execution & Protocol Excellence

The Protocol Builder Agent, Agent Force, and lab integrations convert signed scope into compliant, optimized execution.

  • Drafts protocols from quotes, client preferences, and analogous efficacy models.
  • Loops Study Directors for review while templating, versioning, and compliance checks run automatically.
  • Builds SOP-aware task graphs that schedule facilities, resources, and telemetry feeds.
  • Surfaces anomalies from LIMS/ELN/IoT data and recommends mitigations in real time.
  • Produces interim reports and QA packets with drill-down traceability to raw data.

Operational Excellence

We scale automation into the backbone of Crown’s operations so labs, finance, and QA can trust the same signals.

  • Creates shared telemetry for asset utilization, vendor orchestration, and compliance evidence.
  • Automates status reviews, escalations, and exception handling across PMO and operations.
  • Feeds capacity forecasts into AskCrown and Report Generation so recommendations stay grounded.
  • Links corrective and preventive action (CAPA) data with SOP updates for rapid adoption.

Client Service & Retention

The Client Relationship Companion keeps sponsors informed, delighted, and renewal-ready.

  • Automates surveys, sentiment analysis, and account health scoring across channels.
  • Packages deliverables, dashboards, and QA reports with contextual narratives.
  • Tracks retention milestones, renewal triggers, and targeted upsell offers.
  • Governs invoicing, knowledge retention, and late-stage regulatory responses.
  • Answers FDA/CFDA queries with auditable knowledge retrieval and policy-aware sharing.

AI Roadmap

The roadmap is organized by product line, with AskCrown and Report Generation timelines separated from other initiatives grouped by status.

AskCrown Roadmap

The most frequently used experience today. AskCrown is a secure agentic workspace for Crown colleagues, routing prompts to the latest flagship models—GPT 5.2, Claude Sonnet 4.5, Gemini 3, DeepSeek-V3.2, Grok 4, and Crown-tuned specialists—without exposing data outside the corporate network.

  • Built-in guardrails keep prompts and responses inside our perimeter; nothing is stored for model training.
  • Specialized tools power invoice automation, historical protocol research, and mailbox search for daily work.
  • Role-aware policies ensure finance, BD, labs, and executives only see the data they are cleared to use.
2024-08 — AskCrown MVP

Secure pilot launched with guarded model routing and telemetry. Live

2024-10 — AskCrown Global Launch

Global rollout with enablement, governance playbooks, and adoption support. Live

2025-09 — AskCrown Model & Design Upgrade

New model portfolio and UX refresh with tighter audit evidence. Live

2026-01 — AskCrown Office 365 Integration

Integrated with Office 365 workflows for secure in-context productivity. Live

Now — AskCrown Monthly Iterations

Continuous monthly feature upgrades and refinements. In Progress

Report Generation Roadmap

The first reporting agent launched on Microsoft Power Platform to support Study Directors with automated report assembly—collecting experiment data, generating visuals, performing statistics, and drafting client-ready narratives.

  • Accelerates SD workflows by pulling structured and unstructured study content into a single experience.
  • Outputs QA-ready deliverables that align with historical documents and approved templates.
  • Lessons from the Power Platform release are now fueling a migration to a more scalable, high-performance stack.
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2024-11 — Report Generation Pilot Run

China delivery pilot with localized language packs and SOP mapping. Live

2025-02 — Report Generation CBCN In Vivo Launch

Expanded to CBCN in vivo programs with deeper LIMS integration and QA telemetry. Live

2025-12 — Report Generation CBUK In Vivo Launch

Expanded to CBUK in vivo with localization and data residency controls. Live

2026-05 — Report Generation Agentic AI MVP

Rebuild on the Agentic AI framework; MVP in development. In Progress

Other Products:

  • 2024-10 AI Data Automation: Invoice Mapping. Live
  • 2025-03 Chat Agent for HR SelfService. Live
  • 2025-05 AI Data Automation: Invoice Search Agent. Live
  • 2025-10 AI Data Automation: Salesforce MSA/MTA/CDA. Live
  • 2026-03 Core Agentic AI Platform. In Progress
  • 2026-03 PM Kickoff Process. In Progress
  • 2026-03 Legal AI Contract Management. Planned
  • 2026-04 CSD Quotation Automation. In Progress
  • 2026-05 Marketing Branding Agent. Planned
  • 2026-06 CrownLink AI Agent. Planned
  • 2026-08 AI Chat Dashboard Agent (Power BI). In Progress
  • 2026-08 Study Execution Sentinel. Planned