Your Journey at a Glance
Discover
90-min workshop
Build
2-4 week pilot
Scale
Ongoing ROI
8-12
weeks to breakeven
40+
hours saved/month
$3k+
monthly value
Why Our Process Works
We've refined this methodology across dozens of automation and AI projects. Here's why it consistently delivers results.
Speed
From discovery to production in weeks, not months. Every step is designed for velocity without sacrificing quality.
Safety
Built-in guardrails, human-in-the-loop controls, and rollback protocols at every stage. Legal, IT, and Risk say yes.
Measurement
Every pilot is tied to a metric. If it doesn't move a number, it doesn't ship. Clear ROI tracking from day one.
The 7-Step Process
Click on each step to explore the details. Every phase is designed to minimize risk and maximize value.
Understand What Will Move a Metric
Every engagement starts with clarity. Before building anything, we align on the business outcome, the metric, and the constraints.
"Which workflow, if fixed, would meaningfully move a number you already track?"
During this stage we define:
- •Primary business metric: hours saved, cycle time, error reduction, revenue
- •What's blocking progress today
- •Key dates, freezes, audit windows, compliance constraints
Optional: Continuous Optimisation Retainer
Once a pilot proves ROI, most clients move into a monthly optimisation and scale phase. This is where value compounds.
Reusable connectors, repeatable approval patterns, and faster builds over time.