Our process
The Process Assessment
A hands-on review of how your business works across departments, people, systems, and recurring tasks.
The Process Assessment is the first step. We interview key employees, review workflows, map tasks, document systems, identify bottlenecks, and score potential AI opportunities. The result is a clear operational map and a practical implementation plan — useful whether or not you ever implement AI.
How We Break It Down
From the whole business down to the individual task.
That complete picture — mapped, measured, and validated with your team — is what makes it possible to say honestly where AI helps and where it doesn't.
The Assessment, Step by Step
Eight phases, in order.
-
Business Intake
We learn your business: what you do, your goals, your departments, and where work feels slow.
-
Department Interviews
We sit with managers and employees to see how the work actually happens — at their desks, not in a conference room.
-
Workflow Mapping
We map each department's core functions end to end: triggers, steps, handoffs, and approvals.
-
Task Interaction Mapping
We measure where the hours actually go: volumes, time per task, and repetition.
-
System Dependency Mapping
We map every system, folder, and spreadsheet your team depends on — and how data moves between them.
-
Bottleneck Analysis
We pinpoint where time is lost, where errors start, and where work gets stuck.
-
AI Opportunity Scoring
We score each workflow honestly: automate, assist, or leave human-led.
-
Implementation Roadmap
We deliver the full map plus a practical plan for what to build first, what to skip, and what to revisit later.
What we need from you
- Access to key employees for interviews
- List of core departments
- Overview of current tools and systems
- Examples of repetitive tasks or pain points
- Permission to observe or review workflows
- Optional access to documents or systems, depending on scope
What you receive
The full deliverable stack — yours to keep, whatever you decide about AI.
Business Intake Summary
A plain-English overview of your business, departments, tools, goals, and pain points.
Company Operating Map
A high-level view of how work moves through your business from start to finish.
Department Workflow Maps
A department-by-department breakdown of recurring processes, roles, inputs, outputs, and handoffs.
Task Interaction Maps
A detailed view of what employees do, which systems they use, and where repetitive work happens.
System Dependency Map
A map of the software, folders, documents, spreadsheets, and platforms your team depends on.
Bottleneck Analysis
A clear list of where time is lost, errors happen, or employees get stuck.
AI Opportunity Matrix
A ranked list of where AI makes sense, where traditional automation is better, and where no automation should be used.
Implementation Roadmap
A practical plan for what to build first, what to avoid, and what to revisit later.
Employee Training Guide
Simple documentation that helps employees understand how to use any new AI tools safely.