Sales & finance
Sales to cash
ChallengeSales and finance lose context between handoffs.
Implemented approachLinked records, named next actions and a 12-week cash view.
90-day workflow pilot
One workflow. A clear plan. Working change.
An experienced executive leads the analysis, redesign and implementation of one important workflow. Your team helps define success and stays involved in the decisions.
$50,000Fixed fee · 90 days
Is it a fit?
Start where the friction matters.
Choose a recurring workflow with a clear owner, enough business value to justify the investment, and a scope that can be delivered within the pilot.
Good candidates include repeated reporting, approval chains, fragmented handoffs and work that depends on manual reconciliation.
Before work begins, we agree:
- The workflow, deliverables and boundaries
- The baseline and measures of success
- Systems access, data and approvals
- Your sponsor, reviewers and availability
- Acceptance criteria and the delivery schedule
What the 90 days cover
From understanding the work to using the change.
The sequence and milestones depend on the workflow and are agreed during scoping.
- 01
Analyse & redesign
Map the workflow, establish a baseline and agree the change worth making. An executive sets priorities and identifies where AI and automation can help.
- 02
Build & implement
Engineers build and test the agreed workflow. Your team reviews it with the executive, confirms controls and prepares for launch.
- 03
Launch, train & review
Put the workflow into use, train the people running it and review agreed measures. Document ownership, operating guidance and the next steps.
Fee & scope
A defined commitment.
The $50,000 fixed fee covers the agreed pilot scope: analysis, redesign, build, implementation, documentation and training.
We confirm dependencies and any third-party costs before work begins. Changes to scope are agreed with you.
What happens afterwards?
Your team can run the workflow with the agreed documentation and training. If you need us to run the operation, an executive can lead a skilled team under a separate scope and fee.
Improvement measures are goals to assess together. Savings, payback and performance depend on the workflow and are not guaranteed.
Relevant work
Find a starting point in the evidence.
Read case study
Leadership
Executive action brief
ChallengeDecisions and commitments sit across mail and meetings.
Implemented approachOne AI-assisted brief brings priorities and owners together for review.
Healthcare operations
Clinic follow-up
ChallengeClinic intake and follow-up need the same patient context.
Implemented approachConnected multilingual forms, rules-based guidance and due follow-ups.
For a smaller, well-defined scope
45 days · $25,000
A focused pilot can suit a narrower workflow with ready access, clear decisions and limited implementation dependencies. We agree whether this scope is feasible before work begins.
Discuss a focused pilotCommon questions
Know what you’re committing to.
Do we need to know what to automate?
No. Bring the business problem. The executive helps assess the workflow and choose where redesign, AI or software automation would be useful.
Does every workflow use AI?
No. We consider AI from the start, but use it where it fits. Some steps work better with ordinary software rules; consequential decisions retain appropriate human review.
What does our team need to provide?
A business sponsor, the people who know the workflow, agreed access to systems and data, and time for decisions, review and training. We confirm these requirements during scoping.
What if our workflow needs a different scope?
For bespoke work, we agree the scope, timeline and fixed fee before work begins.
Is ongoing operation included?
No. The pilot includes the agreed implementation and handover. Any ongoing operating support is a separately scoped engagement.
Start with a conversation
Which workflow would you change first?
Tell us where work gets stuck. We’ll discuss the problem, the value of fixing it and a practical scope.