Capture every request
Email, voice, chat and forms land in one queue. Nothing waits in an inbox or a memory.
01/07 · What finished looks like
Most “AI projects” stall at a demo. Ours end when the work moves on its own: captured, routed, contextual, and owned by a named person.
Email, voice, chat and forms land in one queue. Nothing waits in an inbox or a memory.
Each request type has a route: what happens next, who sees it, and what closes it.
History, files and decisions travel with the request, so nobody re-asks what was already answered.
When the system isn't sure, it stops and asks a named owner, instead of guessing quietly.
Every workflow ends with a person who accepts it. Software assists; someone is accountable.
02/07 · Why sprints, not pilots
It is usually a workflow where requests pile up, context scatters, and handoffs blur. The Sprint looks at the workflow first, and only then asks whether AI belongs in it.
03/07 · The AI Opportunity Sprint
Decide what is worth changing before you fund the build. Two weeks, one workflow, one written decision.
We sit with the people who run it and write down what actually happens: requests, waits, workarounds and where context dies.
What data exists, who may see it, where a human must review, and what failure costs. Ruled-out ideas are ruled out in writing.
You leave with a bounded recommendation: build, buy, change the process, or do nothing, and the named owner of the next step.
04/07 · Selected work
Each engagement below shipped with a written boundary: what the system does, what it will do next, and what it deliberately does not promise.
A control-evidence workflow. Audit requests are captured, matched to controls, and routed with their evidence attached.
A phone-intake assistant for a services firm. Callie captures the request, asks the two questions that matter, and hands a human a brief.
Email, chat and forms merged into one triage lane, with the original thread and files kept attached to every request.
An account-request ledger where every approval, exception and handoff is recorded as it happens, not reconstructed later.
Not demos. Deployments.
05/07 · What it is not
The Sprint is not production software, data migration, a security certification, a legal or compliance opinion, custom model training, or a promise of savings. It is the decision that should come before all of those.
Explore the AI Opportunity Sprint→06/07 · How we work
Choose work that improves a real process, not the work that produces the loudest demo.
Explain scope, assumptions, tradeoffs, risk, and ownership in plain language.
Separate a baseline, a hypothesis, a demonstration, and a verified result.
Define access, human review, acceptance, and the next owner before handoff.
Choose your next step
The review may lead to a deeper discovery, a bounded pilot, a different approach, or a decision not to proceed.
07/07 · Questions before the conversation
That is normal, and it is the first thing the Workflow Review solves. Bring the process that generates the most repeated questions or waiting; we will help you narrow it in the first thirty minutes.
Bring a description of the workflow and, ideally, the person who runs it. Do not share customer data, credentials, or anything under NDA; the review works from the shape of the process, not the records inside it.
No, and that is deliberate. The review may lead to a deeper discovery, a bounded pilot, a different approach, or a written recommendation not to proceed. You keep the map either way.
The person who owns the outcome and one person who does the work daily. Thirty minutes, no deck required, no preparation beyond knowing where the workflow hurts.