Process
How the work actually runs
Nine stages, in this order. You will know at every point what is happening, what is expected of you, and what comes out the other end.
The nine stages
Each stage has a defined output
If a stage produces nothing you can point at, it is not a stage, it is a meeting.
- 01
Discovery
A structured conversation about your services, team, tools and current pressure points. We agree what a good outcome looks like before anything is designed.
Output
Shared understanding and agreed objectives
- 02
Workflow mapping
We map the real steps of the processes under review: who does what, in which tool, and where work waits or gets repeated.
Output
Workflow map with bottlenecks marked
- 03
Opportunity scoring
Each candidate is scored on value, feasibility, risk and implementation effort so the first project is one that can realistically succeed.
Output
Prioritised opportunity list
- 04
Proposal and scope
A fixed scope with deliverables, assumptions, exclusions, timeline and price. You know what you are buying before work starts.
Output
Written proposal and scope
- 05
Prototype
We build a working version of the smallest useful slice so you can react to something real instead of a description.
Output
Reviewable prototype
- 06
Testing and approval
We test with your own examples and edge cases, note where human review is required, and get your written approval before go-live.
Output
Test results and sign-off
- 07
Implementation
We connect the workflow to your live tools, handle credentials and access responsibly, and roll it out in a controlled way.
Output
Live workflow in your environment
- 08
Training and documentation
Your team gets a plain-language walkthrough plus written documentation covering how it works, what to check, and what to do when something looks wrong.
Output
Documentation and team walkthrough
- 09
Ongoing measurement and improvement
We agree what to measure, review it after real use, and decide together what to adjust, extend or retire.
Output
Review cadence and improvement plan
Working principles
How we keep engagements predictable
Fixed scope
Every engagement has written deliverables, assumptions and exclusions. No open-ended billing.
Clear approval points
Nothing goes live in your business without you seeing it and approving it first.
Responsible data handling
We use the minimum data needed, agree where it may be processed, and document it.
Measurable outcomes
We define how we will know whether the workflow helped, before we build it.
Next step
Start with the three-minute version
The AI Opportunity Score is a compressed version of stage one. It will show you where a full discovery conversation would focus.