How we work
A structured process, from assessment to supported handover.
Engagements begin with an evidence-based assessment of the process as it actually runs — not a proposal written before the problem has been examined. Recommendations follow the findings, including, where appropriate, the recommendation not to automate.
01
Initial consultation
A short call or written exchange to understand the process, the systems it touches, and what a good outcome looks like.
02
Process assessment
A read-only examination of the real folders, data and systems, producing documented findings rather than assumptions.
03
Written proposal
Scope, price, delivery date and explicit exclusions — or a reasoned recommendation not to proceed.
04
Build & validation
Short delivery cycles with working output early, validated against your production data rather than demonstration data.
05
Handover & support
Documentation, credential return, and systems that report their own health in operation. Ongoing support available under retainer.
The process assessment
Read-only access. Documented findings. No obligation to proceed.
You identify the process — a document folder, a reporting cycle, a pair of systems that should agree. Working with read-only access, we run the relevant checks — duplicates, misclassified documents, arithmetic breaks, drift between systems — and deliver a written report of the findings with a costed recommendation.
Where the evidence shows automation is not justified, the report says so. The assessment is a deliverable in its own right, whether or not a build follows.
assessment report · structure
1. Scope & method — access, sample, checks run
2. Findings — each with supporting evidence
├ 14 probable duplicate pairs
├ 3 non-invoice documents in cost totals
└ 6 arithmetic discrepancies flagged
3. Recommendation & costed options
4. Out of scope — and the rationale
Engagement models
Fixed-scope project
Quoted per specification
Delivery of a specified system at an agreed price and date, with formal change control for anything outside the written scope.
Engagement detailConsulting engagement
Time & materials
Senior engineering capacity for evolving requirements, with transparent time reporting and working-hours coverage for North American and UK teams.
Engagement detailManaged retainer
Reserved monthly capacity
Reserved capacity for systems in production — monitoring, maintenance and incremental change, with agreed response expectations and preferential rates.
Engagement detailProcess assessment
Fixed fee
A structured, read-only review of a nominated process, delivered as a written report with findings, feasibility and a costed recommendation.
Request oneAgencies and consultancies engaging us on behalf of their clients: see the partner programme.