Every engagement follows the same six stages. The scale changes with the project; the shape doesn't.
1. Process audit
We start by analysing your current workflows to pinpoint inefficiencies and bottlenecks. This is where we gather the data we need to understand the challenges your team faces. Most engagements start with a fixed-scope process audit.
2. Identify opportunities
From the audit, we determine which tasks can be automated to maximise impact — weighing business impact, cost savings and efficiency improvements. We'll tell you upfront if the numbers don't stack up.
3. Design workflows
We create detailed process maps and step-by-step guides, documenting key decision points and data inputs before anything gets built.
4. Implementation
We select the right automation tools and software for the job, integrate with your existing systems, and tailor workflows to your business. We're platform-agnostic — n8n, Make, RPA bots, OpenAI, Anthropic Claude, plus 800+ app integrations.
5. Quality assurance
Rigorous testing against your real documents and edge cases, with adjustments based on performance data and feedback, before anything goes live.
6. Support and maintenance
Our involvement doesn't end at go-live. Delivered work carries a 30-day defect warranty, and ongoing maintenance, updates and training are available under a support plan.