Service · Workflow discovery
Every engagement starts with a paid two week audit of your most expensive workflow. We map it end to end, quantify what it costs you, and design the AI system that takes it over, with a fixed scope roadmap you keep whether you build with us or not.
Workflow audit · week 2
Order exceptions · ops queue
Volume
340 cases / wk
Fully loaded cost
$1.8M / yr
Avg handling time
42 min / case
Automatable
~70%
Workflow mapped across 4 systems
System design · agents + integrations
Fixed scope delivery roadmap · 6 wks
Business case, signed off by ops lead
How the two weeks run
This is not a slide deck engagement. We sit with the people who do the work, in the systems where the work happens.
01
Week 1Map
We shadow the people who run the workflow and trace it end to end: every system it touches, every handoff, every place hours disappear.
02
Week 1Quantify
Volume, cost per case, error and rework rates, and what the queue is really costing you, in numbers your CFO will accept.
03
Week 2Design
The target system: which agents, which integrations, which guardrails, and which model is the right fit for each part of the job.
04
Week 2Roadmap
A fixed scope delivery plan with owners, dates, and the metric the system will be judged on. You keep it either way.
What you walk away with
Workflow map
The workflow as it actually runs, across systems and people, not as the org chart says it runs.
Business case
What the queue costs today, what the system costs to build and run, and when it pays back.
System design
Agents, integrations, security model, and the human review points, specified to build from.
Delivery roadmap
Fixed scope, staged rollout, explicit gates. The plan you can hold us, or anyone else, to.
Why start here
We don't do horizontal AI rollouts or innovation theater. We take on the queue that's actually costing you money, the one your ops or revenue team complains about in every planning meeting, and build the system that owns it.
We're model agnostic: Claude, OpenAI, or whatever is the best tool for each part of the job. The audit tells us which. When the first workflow lands, the same playbook extends to the next one, and that's how a company becomes AI native: one owned workflow at a time.
Where audits usually land
Ops · exception & intake queues
very high
Finance · close, spreads, AP
high
RevOps · reporting & pipeline
high
Customer ops · escalations
medium
Leverage by function, across 25+ delivery projects.
Thirty minutes. We'll tell you on the call whether it's a fit for a two week audit, and what we'd expect to find.