How it works
A simple, four-step process with defined deliverables
- Step 01
Discover
We review your current workflows, tools, bottlenecks and business objectives.
What happens
- Consultation call (free, ~30 minutes)
- Review of current tools and workflows
- Identification of bottlenecks and quick wins
- Recommendation: proceed, wait, or don't automate
Deliverable: Summary of opportunities and a recommended first project
- Step 02
Design
We map the proposed automation, integration requirements, exception handling and expected outcomes.
What happens
- Workflow map including exceptions and failure handling
- Integration and access requirements
- Human approval points
- Success measures and baseline
- Fixed-price proposal with exclusions
Deliverable: Workflow map, fixed-scope proposal and success measures
- Step 03
Implement
We build, test and deploy the agreed solution.
What happens
- Build in your accounts where possible
- Testing with realistic data
- Staged rollout and go-live checklist
- Documentation and team training
Deliverable: Working automation, test results, documentation and training
- Step 04
Optimise
We monitor reliability, resolve issues and improve the system as your business evolves.
What happens
- Monitoring and failure alerts
- Fixes within the agreed support scope
- Monthly usage and performance report
- Prioritised improvement backlog
Deliverable: Monitoring, monthly report and agreed improvements
Your role
Client responsibilities
- A named decision-maker and a contact for day-to-day questions
- Access to the tools involved (or help granting it)
- Example data and real scenarios for testing
- Timely review and sign-off at each stage
- Paying third-party subscriptions in your own accounts
Principles
How we make decisions
- Use existing, proven platforms before writing custom software
- Start with the smallest version that delivers value
- Keep a person in control of consequential decisions
- Measure the outcome against a baseline
- Document everything so you're never dependent on us
Next step
Find out what's worth automating in your business.
Book a free 30-minute consultation. We'll look at how your team works today and recommend a practical first step, or tell you honestly if automation isn't worth it yet.