Start with one workflow.
Build from there.

01 / Workflow Sprint

One bottleneck.
A practical improvement.

For teams that know where repetitive work is slowing them down.

Choose an administrative workflow such as intake, document collection, follow-up preparation, or an internal handoff. We map the current steps and configure an agreed improvement using your approved tools.

• One workflow, one team, and a named owner.
• A written scope, a baseline, and acceptance criteria agreed before work begins.
• Configuration, representative tests, operating instructions, and a team handover.

If the underlying information needs preparation first, we recommend a data-readiness assessment. Scope, timing, and fees are agreed in the proposal.

02 / Agent-Ready Data

A useful foundation
for agentic work.

For organizations whose information is scattered across systems and formats.

Start with a paid assessment of one department and one use case. We identify the approved sources, quality gaps, ownership, and access requirements before proposing implementation.

• A source inventory and prioritized readiness findings.
• A plan to prepare documents, spreadsheets, and exports while preserving source context and permissions.
• Acceptance criteria for retrieval, citations, access boundaries, and human review.

The assessment stands on its own. Implementation and ongoing care are separate, scoped decisions.

03 / Ongoing Care

Keep the result
useful over time.

For teams that want a regular operating rhythm after implementation.

An optional monthly service for the agreed workflow and sources. Keep maintenance visible, review what is happening, and decide which changes are worth making next.

• Check integrations, source freshness, and exceptions.
• Review workflow quality and the agreed measures with your owner.
• Maintain documentation and make small changes within the included support allowance.

The agreement specifies support hours, review cadence, response expectations, and software costs. New workflows and major changes receive a separate scope.