Build around the work.
A clear decision at each stage, from first conversation to daily operation.
Discuss your workflowDiscover the operating reality
Walk through the current process with the people doing the work. Identify source systems, data access, exceptions, and the owner of each decision. Select a bounded workflow with a clear reason to improve it.
You leave this stage with: A workflow brief with scope, constraints, and a shared definition of success.
Evaluate a focused pilot
Build a narrow version against representative samples. Agree the evaluation set before interpreting results. Inspect failures, compare with the current process, and decide whether the evidence supports moving forward.
You leave this stage with: An evaluated pilot, a failure analysis, and a go, revise, or stop decision.
Integrate for production
Connect the approved workflow to the required systems. Add permissions, validation, approval gates, retry behavior, monitoring, and a manual fallback. Rehearse exceptions with the team that will operate it.
You leave this stage with: A production integration, documented ownership, and an operating runbook.
Improve from real exceptions
Review the work that needed correction or escalation. Track source and model changes, update evaluation cases, and release improvements through the agreed change process.
You leave this stage with: An improvement backlog and a review cadence suited to the workflow.
Your team stays in the loop.
Operations brings process knowledge. Technology brings system and security constraints. Together, we decide which actions AI may prepare and which decisions people must own.
Choose a useful first workflow