A straightforward path from first call to a live automation.
Most engagements run 2-8 weeks depending on scope. Here's what each phase actually involves, and what we need from you along the way.
01
Week 1
Audit
We map your current process end-to-end — every handoff, every manual step, every place data gets re-typed. You walk away with a clear picture of what's worth automating first, even before we build anything.
What we need from you
- Access to the current process (a call or a walkthrough)
- Whoever owns the process day-to-day
02
Week 1-2
Design
We design the automation or application around how your team actually works — not a generic template. This includes exception handling: what happens when something doesn't fit the standard case.
What we need from you
- Sign-off on the proposed approach
- Access to the systems involved
03
Week 2-6
Build
We build and integrate the automation with the systems you already run. No rip-and-replace — we connect to your existing tools rather than asking you to migrate off them.
What we need from you
- Test data or a staging environment, where available
- Feedback during a pilot run
04
Ongoing
Launch & Optimize
We monitor the automation in production, track the time and errors it's saving, and tune it as your volume or process changes. Every engagement includes a monitoring window after launch.
What we need from you
- Nothing — this is on us