We identify processes with enough repetition, cost, friction, or strategic value to justify automation. Short, structured sessions with the people who actually do the work — not a slide-deck safari.
You provide
- 1–2 hours with process owners
- Examples of the recurring work
- A sense of your priorities
We deliver
- Opportunity shortlist
- Effort vs. value assessment
- Risk & privacy first pass
Security
- NDA available before we start
- No production access needed yet
Decision gate: is there a candidate process worth mapping? If not, we say so and stop here.
We document systems, data, exceptions, permissions, and human decision points. This map is a deliverable in itself — most companies have never seen their process drawn accurately.
You provide
- System access details (read-level)
- Sample data or documents
- The exception stories
We deliver
- Process map
- Data-flow diagram
- Technical architecture proposal
- Fixed prototype scope & price
Security
- Data classification agreed
- Deployment model chosen (cloud / local)
Decision gate: you approve the architecture and prototype scope before any build starts.
We build and test a controlled proof of value using representative data. The prototype runs the real process shape — trigger, context, reasoning, control, action — on a safe dataset.
You provide
- Representative test cases
- Feedback from process owners
We deliver
- Working prototype
- Test results against your cases
- Accuracy & exception analysis
- Production plan & cost estimate
Security
- Sandboxed, no production writes
- Approval flows demonstrated
Decision gate: the prototype's measured results — not our enthusiasm — decide whether it goes to production.
We connect production systems, add monitoring and controls, and document the solution. Launch is staged: shadow mode first where useful, then supervised operation, then steady state.
You provide
- Production credentials (scoped)
- Sign-off on approval thresholds
- A named internal owner
We deliver
- Production workflow
- Monitoring & alerting
- Test suite
- Documentation & team handover
Security
- Security review with your IT
- Least-privilege access
- Audit logging live
Decision gate: go-live requires your sign-off on the tested system and its controls.
We review failures, usage, costs, and business outcomes, then refine the workflow over time. Improvement can be a retainer or periodic reviews — or your team can own it fully with our documentation.
You provide
- Feedback from daily use
- New edge cases as they appear
We deliver
- Usage & cost reviews
- Model/version evaluations
- Refinements & expansions
- Roadmap for next workflows
Security
- Ongoing access reviews
- Update & patch planning
Ownership: the workflows, code and documentation are yours either way.