AI · Transformation
AI Transformation Program
An engineer from our team embeds in your operation for 12 weeks. Every week, a one-on-one session with your leadership team: we learn how your processes actually work, build automations inside the systems you already use and teach you to run them.
Forward Deployed Engineer12 one-on-one sessions~3 months
Quoted by processes and systems. Automations included; custom software is quoted separately.
Sound familiar?
2. The manual says six steps; in practice there are fifteen, with rework and exceptions
3. What matters lives in the heads of two or three people and was never written down
How we do it
Clear scope, weekly deliveries.
We don't put AI on top of what already exists. First we learn the real process: interviews with the people doing the work, a review of your systems (CRM, ERP, spreadsheets, email) and time measurements. Then we decide what changes, build it inside your tools and measure again.
Stack
- Claude
- ChatGPT
- n8n
- Make
- ERP/CRM integrations
What you get
The real map of your processes
How work flows today, with rework, exceptions and hand-off times between teams.
Every step, classified
What gets deleted, what is a fixed rule, what an AI agent does and what a person decides.
Automations in production
Inside your CRM, ERP, email or WhatsApp, with no new tools to learn.
Your team, trained
Each session leaves leadership running what was built and ready for the next process.
The method
Every step in your process ends up in one of four boxes.
That is how we decide what to build. Not everything needs AI, and some steps simply shouldn't exist.
Delete it
Steps that exist out of habit or because of an old system: double data entry, an approval nobody reviews.
Fixed rule
If X happens, then Y. No judgment involved: a simple integration handles it, no AI needed.
AI agent
Tasks that need judgment and have enough history: categorizing an expense, drafting a quote, reading a contract.
Human decision
Risky calls stay with a person: approving a payment, negotiating, signing. Everything reaches them ready to decide.
This service line
What we build
Examples of the kind of solutions we build; in the audit we pick the ones that apply to you.
Invoices and documents
- AI extraction
- Validation against your ERP
- Exceptions sent to human review
Quotes and proposals
- Drafts with your prices and rules
- Approval by the decision-maker
- Sending and follow-up
Collections and reconciliation
- Automatic reminders
- Payments matched to invoices
- Exception alerts
Leadership reports
- Data from several sources
- AI-written summary
- Sent automatically every week
Customer service
- Replies on WhatsApp or email
- With your company's information
- Escalation to a person
Sales follow-up in your CRM
- Clean records
- Automatic tasks
- Alerts on stalled deals
Client and employee onboarding
- Complete documents
- Access and notices in order
- No chasing anyone
Internal assistants
- Manuals and policies
- Documented processes
- Searchable by your team
How the project runs
From kickoff to launch, step by step.
Estimated duration: 12 weeks, one session per week
Step 1: Interviews and systems
We talk to the people doing the work and review your systems and documents. We pick the processes that matter most and an owner for each.
Step 2: Map and baseline
We draw the real process, with rework and exceptions, and measure current times and cost before touching anything.
Step 3: Redesign
We sort every step into the four boxes and agree with leadership on what gets built first.
Step 4: Build
Automations inside your systems, delivered week by week. In every session your team learns to use and adjust them.
Step 5: Measure and hand off
We compare against the baseline, document what was built and leave the plan for the next processes.
Results
What to expect at the end of the project.
Your core processes mapped the way they actually run, with times and bottlenecks measured.
Automations in production inside the systems your team already uses, with before and after measured.
A leadership team that can spot, prioritize and run new automations without depending on us.
Ready to start?
AI opportunity audit: a 30-minute call and a report within 48 hours, no strings attached.