[ OUR PROCESS ]
From First Call To Live In 6 Weeks.
We don't believe in 6-month rollouts - or in automating first and mapping later. Same sequence every time: map, model, build, then automate. That order is why it works.
6
Weeks Avg.
4
Clear Phases
0
Downtime
[ THE TIMELINE ]
Lightning-Fast
Deployment.
Every project follows the same disciplined sequence: map, then model, then build, then automate. Skipping the order is the single biggest reason automation projects fail - so we don't.
Week 1
Map & Consolidate
We walk every workflow with the people who run it, mark the handoffs and duplicate entries, then audit your tool stack - absorb, keep, or kill.
Week 2-3
Data Model
One schema, one source of truth. Every entity - clients, projects, invoices - gets a single canonical home instead of three disconnected tools.
Week 4-5
Build & Migrate
We rebuild the core system department by department, migrate historical data, and run old and new in parallel until accuracy is proven. No automation yet - that's deliberate.
Week 6+
Agents & Automation
Once the data model holds, we layer on AI agents and background automation - routed across model tiers to keep cost down without losing accuracy.
[ PHASE BY PHASE ]
Every Step, Explained.
Phase 01
Map & Consolidate
Week 1
Key Activities
- Walk every workflow end-to-end with the person who owns it
- Mark every handoff between people, tools, and systems
- Flag duplicate data entry - the same fact typed twice
- Time the manual work to size the real opportunity
- Pull your true tool stack from billing, not memory
- Classify every tool: absorb, keep, or kill
Deliverable
Workflow map, automation backlog, and target tool stack
Phase 02
Data Model
Week 2-3
Key Activities
- Define entity groups - commercial, delivery, finance, people, knowledge
- Model relationships so every record connects to something
- Design for 2x current scale, not a hypothetical 50x
- Set standard conventions: source system, source ID, status events
- Write the schema - clients, projects, documents, constraints
- Confirm one canonical home for every fact in the business
Deliverable
Reviewed schema and data architecture ready to build against
Phase 03
Build & Migrate
Week 4-5
Key Activities
- Migrate highest manual-hour departments first
- Rebuild views your team already knows - familiar on day one
- Run idempotent, re-runnable migrations with reconciliation checks
- Run old and new tools in parallel, old tool read-only
- Train each department as its data goes live
- Automate nothing yet - the model has to hold first
Deliverable
Live core system, fully migrated, adoption tracked department by department
Phase 04
Agents & Automation
Week 6+
Key Activities
- Layer in agents in order: document intake, generation, answers, routing
- Route each request across model tiers to cut AI spend without losing accuracy
- Ship background automations in waves, shadow-tested before going live
- Give every automation a kill switch and an owner
- Report hours reclaimed against baseline, fortnightly
- Run continuous optimization sprints for 90 days post-launch
Deliverable
Live agents and automations with monitoring, kill switches, and a review cadence
[ WHY IT WORKS ]
How These Projects Usually Fail.
Across hundreds of builds, projects don't fail on effort - they fail on sequence. Here's what we do differently.
01
We Never Skip The Map
Automating before you've mapped the workflow is the single most common way these projects fail. We map first, every time - no exceptions.
02
Nothing Gets Automated Mid-Migration
Automating a process while its data model is still moving just automates the mess. We hold off until the core system is stable.
03
We Model For 2x, Not 50x
Designing for a hypothetical future scale burns weeks on fields you'll never use. We build for where you're actually headed.
04
One Home For Every Fact
The same client sitting in two disconnected tools is how data quietly drifts out of sync. Every fact gets exactly one canonical source.
05
No Big-Bang Migrations
We migrate department by department, old tool running read-only in parallel, until accuracy is proven - not a single risky cutover weekend.
06
Routing, Not One Model For Everything
Every request gets routed to the cheapest model that can handle it, escalating to a frontier model only when it's actually needed.
[ INTEGRATIONS ]
We Plug Into Your Existing Stack.
No rip-and-replace. Our automations integrate seamlessly with the tools your team already uses every day.
Communication
- Slack
- Microsoft Teams
- Intercom
CRM & Sales
- Salesforce
- HubSpot
- Pipedrive
- Close
Support
- Zendesk
- Freshdesk
- Help Scout
- Jira Service
Data & Storage
- PostgreSQL
- BigQuery
- Snowflake
- MongoDB
Automation
- Zapier
- Make
- n8n
- Custom APIs
Cloud
- AWS
- Google Cloud
- Azure
- Vercel
[ OUR GUARANTEE ]
We Put Our Money Where Our Code Is.
6-Week Delivery Guarantee
If we don't deploy within 6 weeks, the first month of optimization is on us.
Zero Downtime Migration
Your existing operations continue running without interruption during the entire deployment.
90-Day Optimization
Post-launch, we run weekly optimization sprints for 90 days to maximize performance.
[ START YOUR PROJECT ]
Ready To Automate?
Every engagement starts with a free process audit. We'll map your workflows, identify the biggest ROI opportunities, and give you a clear plan - no commitment required.