How we work

A proven process

From discovery to evolution, we follow a structured approach that ensures your automations are reliable, scalable, and deliver real value.

01

Discovery

1-2 weeks

Map your current workflows and identify high-ROI automations.

What we do

  • ▸Workflow audit and documentation
  • ▸Identify manual bottlenecks
  • ▸Calculate ROI and prioritize opportunities
  • ▸Define success metrics
  • ▸Stakeholder alignment

Deliverables

  • ✓Workflow map
  • ✓ROI analysis
  • ✓Project roadmap
02

Prototype

1-2 weeks

Stand up a minimal viable automation to validate the value quickly.

What we do

  • ▸Build core automation logic
  • ▸Test with sample data
  • ▸Validate business rules
  • ▸Gather initial feedback
  • ▸Iterate on requirements

Deliverables

  • ✓Working prototype
  • ✓Demo session
  • ✓Revised requirements
03

Build

2-4 weeks

Harden, document, and connect the edges—observability included.

What we do

  • ▸Production-grade implementation
  • ▸Error handling and edge cases
  • ▸Monitoring and alerting setup
  • ▸Documentation and runbooks
  • ▸Security and compliance review

Deliverables

  • ✓Production automation
  • ✓Documentation
  • ✓Monitoring dashboard
04

Launch

1 week

Rollout with training and safe fallbacks for business continuity.

What we do

  • ▸Staged rollout strategy
  • ▸Team training sessions
  • ▸Fallback procedures documented
  • ▸Support handoff
  • ▸Go-live monitoring

Deliverables

  • ✓Live automation
  • ✓Training materials
  • ✓Support documentation
05

Evolve

Ongoing

Iterate based on metrics; extend to adjacent tasks.

What we do

  • ▸Performance monitoring
  • ▸Optimization opportunities
  • ▸Feature enhancements
  • ▸Adjacent workflow identification
  • ▸Continuous improvement

Deliverables

  • ✓Performance reports
  • ✓Enhancement roadmap
  • ✓Optimization updates

Frequently asked questions

How long does a typical project take?

Most projects take 4-8 weeks from discovery to launch, depending on complexity. Simple workflows can be automated in 2-3 weeks, while complex multi-system integrations may take 8-12 weeks.

Do you provide ongoing support?

Yes. We offer maintenance packages that include monitoring, updates, bug fixes, and enhancements. Support can be on-demand or via monthly retainer.

What if our requirements change mid-project?

We work in iterative cycles with regular check-ins. Changes are welcome and can be incorporated into the current sprint or prioritized for the next phase based on impact.

Can you integrate with our existing systems?

Most likely yes. We have experience integrating with CRMs, ERPs, payment processors, marketing platforms, and custom APIs. If an API exists, we can connect to it.

What happens if an automation breaks?

All automations include monitoring and alerting. You'll be notified immediately of any issues. We build in fallback procedures and can provide support SLAs based on your needs.

Do we own the code?

Yes. Upon full payment, you receive a license for internal business use of all project-specific code and configurations we create for you.

Let's start the journey

Ready to transform your workflows? Book a discovery call and we'll map out your automation roadmap.

Book a discovery call →