Our process

From today’s work to a process that works every day.

We start with one real task. We check whether automation is worthwhile, test it with your team and look after its operation over time.

Tell us about your processHelp me choose where to start

Know what happens. And what you receive.

  1. Understand where time goes

    We follow a task from start to finish: what arrives, who handles it, which tools they use and where work gets stuck. We examine unusual cases as well as straightforward ones. An initial conversation checks fit; any paid detailed assessment is agreed before that work begins.

    Your contribution

    A person who knows the work and a few examples stripped of unnecessary confidential information. If timings are unknown, we agree how to measure them.

    What you receive

    A map of the step to improve, its exceptions and the work that stays with people.

  2. Agree a sustainable first project

    We check access and integration options. We assess what your existing tools can already do and use AI where it helps with the specific task.

    Your contribution

    Confirm priorities, who can authorise access and which actions need approval.

    What you receive

    A proposal covering the intended outcome, scope, acceptance test, setup cost, recurring management fee and tool costs. Dependencies are explicit.

  3. Test before relying on it

    We build a bounded first workflow and compare it with approved examples. We test missing data, duplicates, disconnected systems and requests that should return to your team.

    Your contribution

    Your process owner checks that drafts and controls are useful. Actions with consequences remain blocked or subject to approval during testing.

    What you receive

    A working demonstration, test results and a shared decision about what to launch and what needs correction.

  4. Bring it into the team’s working day

    We start with the agreed scope, a named owner and a clear way to pause the workflow or continue manually.

    Your contribution

    The people involved try their part of the process and know whom to contact when something needs attention.

    What you receive

    The operational workflow, essential instructions and clear responsibilities for approvals, access, content and support.

  5. Look after it as your business changes

    We check the events covered by the plan, handle failures and review cases that still need too much manual effort. Changes are tested before they go into use.

    Your contribution

    Tell us about important changes to your data, tools or rules. Your process owner approves decisions that affect the business.

    What you receive

    Ongoing care with agreed checks and interventions, visibility into problems and reasoned recommendations for the next step.

What “ongoing care” means in practice.

The plan follows the workflow we build. We select the activities needed and define them in the proposal, with clear frequency, responsibilities and limits.

Notice when work stops

An order arrives, but its draft is never prepared.

We check failures and expected completions where the system allows it. Alerts go to the agreed owner; checks and support hours depend on the plan.

Recover work left behind

The connection to your business system stops responding.

We investigate the cause and which operations already succeeded. We resume recoverable cases with the checks needed to avoid duplicate orders or messages.

Adapt the workflow when things change

A field in your business system or a document format changes.

We update connections and rules covered by the plan and retest affected cases. New systems or new processes are assessed and quoted separately.

Review real usefulness and costs

Too many cases return to your team because the same detail is missing.

We review exceptions, checking time and usage costs. We propose an adjustment when it helps; more automated steps do not always mean a better result.

Help the people using it

Someone joins the team or an approval step changes.

Short instructions and a walkthrough of real work help people use the workflow and recognise cases needing review. Further training is agreed when roles or tasks change.

Before we connect your tools.

We document data, access and responsibilities before rollout. These decisions are part of the project, alongside the result we aim to achieve.

Us
Configuration, testing and technical care of the automations covered by the agreement.
Your team
Business decisions, accurate source information, access authorisation and approval of agreed cases.
Together
Measures of usefulness, priorities for changes and the decision to expand the project.
Where does our data go?

We identify the data needed, the systems and providers that receive it, where it is processed and how long it is kept. We agree the applicable arrangements before using real data. Anonymous or made-up examples are enough for an initial conversation: do not send credentials or customer records through the form.

Who can access our accounts?

Your process owner authorises connections. We define the permissions needed, who can change the workflow and how to revoke access. Before starting, we also check limitations of your business system, subscription or provider: an integration needs checking against the actual setup.

Which decisions stay with people?

We specify what can be prepared automatically and what needs confirmation, such as sending a quote, updating an order or replying to a customer. We define who handles uncertain cases, how to stop the workflow and how to continue manually when needed.

What if we change providers?

The agreement distinguishes client accounts and data, custom work, reusable components and third-party licences. It explains what is handed over, what can keep running, which costs remain and how a transfer of management works. You can assess continuity before committing.

Setup and continuity, with understandable costs.

The proposal separates initial implementation, recurring management and third-party licences or usage. We define what is included, how to ask for help and how changes outside the scope are assessed. Duration, renewal, ending the service, accounts, documentation and the terms of a future handover are clarified in the agreement.

Let’s define your first project

Before we begin.

Do we need to know what to automate already?

No. Describe a repetitive task or use the guided assessment. If volumes and timings are unknown, measuring them can be the first step. You do not need to prepare a technical specification.

How do we know whether the investment makes sense?

We compare volume, current manual effort, remaining review and ongoing costs. Released time is available capacity; it becomes cash savings only when it actually reduces spending. The pilot checks those assumptions.

Does ongoing care mean 24/7 support?

No. Support hours, checks, responsibilities and response arrangements are defined in the proposal. We do not promise continuous coverage for every project. Critical workflows need a plan appropriate to their importance.

Do we pay for training every month?

Initial training helps people use what we build. Further walkthroughs or updates make sense when people, tasks or functionality change. They are included or agreed in the plan according to the need.

Do you only work with the industries shown on the site?

No. They are examples of possible workflows. We assess businesses in any industry based on the actual work, available access, necessary controls and usefulness of the project.