From first call to running automation
Introductory call
Thirty minutes to understand the process you want automated, your systems and your goals. We will tell you straight away if we are not the right fit.
Assessment
We map the process with your team, measure volumes and time, test feasibility on real samples and deliver a fixed-price build plan.
Build
We build against your real systems in a test environment, with weekly check-ins and a demo at each milestone. You sign off the acceptance tests before the pilot.
Pilot
The automation runs on live work alongside your team. We measure accuracy and exceptions, tune it and agree when it is ready to run on its own.
Go-live and handover
Full cutover, training for the people who handle exceptions, and documentation for whoever owns the process.
Support and improvement
Monitoring, fixes and monthly improvements under a support plan, or a clean handover to your own team.
What we need from you
A process owner
One person who can make decisions about how the process should work and sign off tests.
Time with the people who do the work
A few hours each during the assessment, and short check-ins during the build.
System access
Sandbox or test access to the systems involved, and an admin who can create service accounts.
Sample data
Real documents and records, which we handle under confidentiality and delete on request.
Principles we work by
Measure before and after
Every project has a baseline and a target, and we report against both.
Design the exceptions first
The unusual cases decide whether an automation helps or creates cleanup work.
People approve what matters
Money, customer commitments and compliance decisions stay with your team.
Nothing is a black box
Every automation is documented, logged and owned by you.
What you receive at each stage
Every stage ends with something concrete you can keep, whether or not you continue.
| Stage | You receive |
|---|---|
| Introductory call | An honest view of whether the process is worth automating and whether we are the right fit |
| Assessment | Process map, measured baseline, feasibility results on your samples, recommended approach and a fixed-price build plan |
| Build | Working automation in a test environment, demos at each milestone and agreed acceptance tests |
| Pilot | Accuracy and exception reports on live work, and a go/no-go decision made together |
| Go-live | Runbook, architecture notes, credentials in your accounts and training for exception handlers |
| Support | Monthly report on volumes, accuracy, issues and improvements |
When things do not go to plan
Every project meets surprises. Here is how we handle the common ones.
- Accuracy is lower than expected. We find out in the assessment, on your documents, before you commit to a build. If it happens in the pilot, we tune until the agreed acceptance criteria are met, at no extra cost.
- Scope changes. New requirements are priced separately and agreed in writing before work starts, so the original fixed price stays fixed.
- A system cannot be integrated as planned. We tell you immediately and propose alternatives, such as file imports or a different connector, with any cost impact.
- Your team is stretched. We adjust the schedule rather than skip testing. A delayed go-live is better than an automation nobody trusts.
Common questions
How long does a typical project take?
Most single-process projects take six to twelve weeks from assessment to go-live, including the pilot.
Do you work remotely?
Mostly, yes. We work on site where it helps, for example to observe a process or train a team.
Can our IT team be involved?
We encourage it. IT usually creates service accounts, reviews security and can take over maintenance if you prefer.
What if we only want the assessment?
That is fine. The assessment report and build plan are yours to use with us, another provider or your own team.
Find out what one process could save you
Book a paid automation assessment. We map the process with your team, measure the time it takes, and give you a fixed-price build plan with expected savings. If automation is not worth it, we will tell you.