AI Workflow Automation

Workflow Development

The firm’s leading practice. One discipline, not a menu: finding the work a business does by hand out of habit, redesigning it, building the thing that runs it, and leaving it with the team that owns it.

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Engagement Process

Assess. Design. Build. Embed.

Four steps, run in order. Nothing gets built before the process it serves is settled, and nothing is called finished until someone other than the firm can run it.

01

Assess

Find the work that is actually expensive.

  • Sit with the team and discuss key workflows and business processes. How can we help you win back your time through workflow automation?
  • Separate work that is manual due to the need for human judgment from work that is only manual by habit.
  • Identify the key process constraints (systems, data quality, review requirements), and prepare a plan for a fully collaborative solution.

02

Design

Design the process, then the automation.

  • Redraw the workflow as it should run, including the human review points that stay human.
  • Decide what the system must never do on its own, and what happens when it is uncertain.
  • Agree the definition of done before anything is built.

03

Build

Build a system that works for you.

  • Iterate collaboratively on real software systems addressing the core issue.
  • All outputs are traceable and easy to independently verify.
  • We work collaboratively with your team to ensure everyone is equipped to maintain the system on a go-forward basis.

04

Embed

Leave it in hands that can run it.

  • Documentation written for the person who inherits it, not for the person who built it.
  • Training on the exception cases, which is where the value and the risk both sit.
  • A defined end to the engagement. The workflow belongs to the team.

Representative Workflows

How the Practice Is Run

Four Commitments

Outputs produced with AI assistance are reviewed before they are relied upon, and the firm does not represent automated output as a substitute for professional judgment. See our disclosures.

Less time on manual work. More time running your business. Let’s talk.

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