Calculate. Capture. Craft.
Our 3-step methodology takes your workflow from mapping to production. For clean integrations, that is 7 business days. For complex environments, a discovery phase comes first. Every step has clear inputs from you and clear deliverables from us.
What You Bring. What We Build.
Each step has a clear handoff. You provide the context, we deliver the working system.
Calculate
You Provide
- Current process description
- Tools in use
- Team size
We Deliver
- Workflow map
- ROI estimate
- Automation plan
Capture
You Provide
- Tool access
- Approval rules
- Cap preferences
We Deliver
- Configured workflow
- Approval gates
- Monitoring setup
Craft
You Provide
- Feedback during parallel run
We Deliver
- Production deployment
- First ops report
- Ongoing management
7-Day Milestone Calendar
Every day has a clear deliverable. No ambiguity, no scope creep.
Process mapping and tool connection
Automation logic and approval gate design
Exception handling and edge case configuration
Integration testing and cap configuration
Monitoring setup and alert configuration
Parallel run, automated alongside manual
Go-live with full monitoring active
When the Landscape is More Complex
Not every environment is a 7-day build. Some require groundwork before the first workflow ships.
The 7-day timeline assumes clean integrations: tools with documented APIs, consistent data formats, and straightforward approval chains. Many organizations meet this description.
Some do not. A government department running intake through three legacy systems with inconsistent schemas is not a 7-day build. A financial services firm with data spread across SAP, a custom portal, and Excel files maintained by individual teams is not a 7-day build. A large enterprise where the same field name means different things in different business units is not a 7-day build.
For these environments, the Calculate phase expands into a dedicated discovery engagement. We audit the data landscape, map integration points, identify normalization requirements, and scope the work before any automation is built. The output of discovery is the same thing you get from a standard fit call (workflow map, ROI estimate, automation plan) but grounded in the actual state of your systems rather than assumptions.
The build and managed phases work the same way. The guardrails are the same. The monthly ops reports are the same. The only difference is that the time before production reflects the real complexity of getting your data and systems ready. Data cleansing, schema normalization, stakeholder alignment across business units, and integration with enterprise systems (SAP, Salesforce, Oracle, custom portals) all take real effort. We do that work so your team does not have to.
Definition of Done
Your workflow is not "done" until every item on this checklist is checked off.
- Workflow running in production
- Approval gates configured and tested
- Hard caps set and verified
- Monitoring and alerting active
- First dry run passed
How Autonomy Expands
We do not hand you full automation on day one. Trust is built in phases.
Draft and recommend
The workflow drafts outputs (emails, reports, updates) but does not send or publish anything. Your team reviews every draft before it goes out. This is where your team learns what the workflow does and starts trusting it.
Execute low-risk tasks
Reporting, scheduling suggestions, internal summaries, data assembly. Work where a mistake is easy to catch and costs nothing to correct. The workflow starts doing things on its own, with full audit logs.
Execute in money flows
Invoice follow-ups, payment reminders, reconciliation entries, dunning sequences. Work that touches finances, with approval gates on every high-value action. Nothing goes out without a human confirming it.
Supervised autonomy
The workflow handles the full process end-to-end within the guardrails you set. Your team supervises instead of operating. The monthly ops report shows everything the workflow did, and you adjust boundaries based on what you see.
Your team goes from operators of software to supervisors of workflows. The speed of this transition is entirely up to you.
Built-In Risk Controls
Every workflow ships with human approval gates, audit logs, hard caps, and a kill switch. Workflows fail safe. They pause and alert you instead of continuing blindly.
Ready to start?
Book a 15-minute fit call. We will map your workflow, estimate savings, and tell you if we are a good fit.