Operations & Process Automation
We build the automation. We run it. You approve it.
The repetitive layer of your business — lead response, follow-up, scheduling, documents, reporting — operated as a managed service with human gates on anything client-facing.
What you get
- Instant lead response and follow-up sequences that never slip — approval-gated wherever they touch a client.
- Scheduling, document flow, and status tracking, built and operated for you.
- Plain-English logs of every automated action — everything visible and reversible.
- A managed service: we design, run, watch, and report — for a fixed fee you know up front.
How it runs
1
Assess
Fixed-fee AI Opportunity & Governance Assessment (2–3 weeks): scored opportunity map, honest “don't do this” list, 90-day plan.
2
Run
We implement and operate the highest-value items as a managed service. You approve; we execute.
3
Advise
Quarterly working sessions: what the data says, what to expand, what to cut.
Governed by FIPOS — three plain rules
- Humans approve anything your clients can see. AI drafts and queues; a person signs off. Always.
- Compliance is engineered in, not promised. If a use case can't be made structurally safe, we tell you — and we don't build it.
- Everything is visible and reversible. Plain-English logs of every automated action, and no lock-in.
For enterprise organizations
Delivery & secure automation programs
For enterprise and regulated organizations, this practice scales into delivery modernization and secure automation programs: DORA metrics baselines, operating-model redesign, and governance-first SOAR with auditable playbooks and human-in-the-loop gates — delivered fixed fee.
See the Enterprise engagement