AgenTech StrategiesLLC

Agentic AI, designed and built for production.

AgenTech Strategies is a consulting and engineering firm for agentic AI. We design agents around measurable business outcomes, build and integrate them with the systems of record they act on, and put the data and platform foundations in place to keep them running.

The team that shapes the solution stays with it through build and launch.

Discuss your initiative

Where we help

  • Moving agent pilots into production at scale
  • Connecting agents to CRM, data and service platforms
  • Unifying customer data so agents act on one profile
  • Modernizing engagement platforms for agent-driven journeys

Services

From use case to running agent

Agent strategy and design

We identify the use cases worth funding, model their value and design agents that act inside your business processes with the right review points, guardrails and evaluation in place.

Use case selection and value modeling, agent and tool architecture, human review design, evaluation frameworks.

Agent engineering and integration

We build agents and connect them to the platforms they need to act on, then take them through testing, launch and early operation with your team alongside.

Agent development, MCP and API integration with CRM and enterprise systems, testing and evaluation pipelines, monitoring and runbooks.

Data and platform foundations

Agents are only as good as the data and channels behind them. We unify customer data and modernize the engagement platforms agents act through, including migrations to their next generation.

Customer data cloud and CDP architecture, zero-copy warehouse integration, identity resolution, marketing and service platform migration.

Approach

How an engagement runs

Short cycles, each ending in working software you can evaluate.

  1. Assess. We review your platforms, data and processes and agree on the outcomes worth funding first.

  2. Design. Target architecture, agent scope and controls, and a delivery plan sized to your team.

  3. Build. We put the first agents and integrations into production with evaluation running from day one.

  4. Scale. Monitoring, runbooks and a roadmap so your team can operate and extend what we built together.

Solutions

Agents that do real work

We build agents that take action across customer and operational workflows, grounded in your data and governed by the controls your business already runs on.

Customer serviceAgents that triage, resolve and route cases using knowledge, case history and account context.
Marketing and engagementAgents that build audiences, assemble content and orchestrate journeys with human approval where it matters.
OperationsAgents that handle intake, document processing and reconciliation across back-office systems.

Engagements start from our own proprietary accelerators, including Agentport for platform migration discovery, so delivery begins with working tooling on day one.

About

Built on enterprise delivery experience

AgenTech Strategies brings senior enterprise consulting experience to agentic AI. Our work is shaped by regulated industries, including healthcare payers, life sciences and state and local government, where data handling and auditability inform every design decision.

The firm was founded by James Morera, who has more than 25 years in marketing transformation, customer platform delivery and enterprise technology consulting, including building and leading consulting practices across the Americas. James works in English, Spanish and Italian.

The firm is based in Denver, Colorado, and works with clients across the Americas.

Contact

Discuss your initiative

Share a few lines on the outcome you are working toward and the platforms involved. We will follow up by email.