From Chaos to Clarity in 90 Days
Our process is designed to deliver measurable results fast—without disrupting your operations or overwhelming your team.
Discovery
1 call + research
We start by understanding your business. What's working? What's breaking? Where are your people spending time on tasks a system could handle? We map your current workflows, quantify the cost of manual processes, and identify the highest-impact opportunities.
This isn't a sales pitch disguised as a call. It's a genuine diagnostic. We'll tell you honestly what we can help with—and what we can't.
What you get:
A clear picture of where automation would deliver the biggest ROI, and whether we're the right partner to build it.
Design
1-2 weeks
Once we've identified the right opportunity, we design the system. This includes detailed architecture diagrams, data flow mapping, integration points, and a clear definition of "done."
You'll see exactly what we're building before we write a single line of code. No surprises, no scope creep, no mystery.
What you get:
A system blueprint and wireframe you can review, question, and approve before we start building.
Build
2-4 weeks (varies by complexity)
This is where the work happens. We build your system inside your existing tools, configure integrations, set up automations, and test everything with real data.
You're not left in the dark. We provide regular updates and checkpoints so you always know where things stand.
What you get:
A fully functional system deployed in your environment, ready for testing.
Launch & Handoff
Go-live + training
Once everything is built and tested, we launch the system and confirm all technical functionality as outlined in the scoping and build process. Your team receives full documentation and hands-on training so they can operate and maintain the system confidently.
At this point, you own the system outright. For clients who want ongoing support, optimization, or continued evolution, we offer partnership retainers tailored to your needs—from lightweight maintenance to strategic collaboration.
What you get:
A fully functional system, comprehensive documentation, trained team members, and the option to continue working together on a retainer basis.
Why This Process Works
We discover before we prescribe.
Too many automation projects fail because they solve the wrong problem. We invest real time in understanding your business before we propose anything.
We show you the math.
Every project starts with an ROI calculation. If we can't demonstrate clear value, we don't move forward.
We build for the long term.
Our systems are designed to scale with you. They're not duct-taped automations that break when something changes—they're durable infrastructure.
We're selective about clients.
We've learned that the best systems can't fix broken foundations. We only work with teams that are ready to embrace systematic thinking and collaborate on implementation.
Ready to See What's Possible?
Book a discovery call to explore how Applied Intelligence could transform your operations.