From repeated work to a working agent

Start with one workflow worth improving. We assess whether an AI workflow agent fits, build a focused pilot, and test it before deployment, with clear approval points throughout.

Discuss Your Workflow

Our forward-deployed approach

Work directly with the engineers building your agent

The engineers who map your workflow stay involved through design, build, testing, and deployment. Your team’s feedback shapes the agent around real work and exceptions.

Collaboration may be remote, onsite, or hybrid. Each engagement has an agreed scope, schedule, and responsibilities.

  1. Phase 01Workflow fit

    Find the right workflow

    Map how work moves through your team and where delays, errors, or repeated effort occur.

    Outcome

    An agent-fit recommendation, including when conventional automation or a process change would serve you better.

    We review

    • Triggers, incoming information, and workflow volume
    • People, systems, and current procedures
    • Business rules, judgment calls, and exceptions
    • Delays, costs, and errors to reduce

  2. Phase 02Agent specification

    Agree on the agent’s responsibilities

    Define what the agent can do, when it must involve a person, and how success will be measured.

    Outcome

    A written specification linking your business requirements to the agent’s expected behavior.

    We define

    • Approved data, tools, and access
    • Business rules and required outputs
    • Prohibited actions, approvals, and escalation
    • Failure handling and retry behavior
    • Acceptance criteria and test cases

  3. Phase 03Build and integrate

    Build a pilot around your workflow

    Choose technology to fit your systems and develop one working AI workflow agent. Connect approved systems where suitable interfaces are available.

    Outcome

    A working pilot ready to test with representative tasks.

    The build may include

    • Workflow logic and information retrieval
    • System connections and controlled access
    • User interfaces and human approval steps
    • Saved progress, activity logs, and error handling

  4. Phase 04Evaluate

    Test real tasks and failure cases

    Check the pilot against agreed success criteria, including when it should stop and ask for help.

    Outcome

    Documented results, known limitations, and a recommendation to refine, deploy, or stop.

    We test

    • Routine requests and unusual cases
    • Incomplete, ambiguous, or incorrect information
    • Unavailable systems and failed tool calls
    • Unauthorized or out-of-scope requests
    • Output formats, approvals, and escalation

  5. Phase 05Deploy and improve

    Roll out gradually. Improve with evidence.

    Begin with a limited rollout and review performance against your success measures. Expand only when the evidence supports it.

    Outcome

    A deployed application with documented controls and an agreed support plan.

    We agree

    • Initial users, workflow volume, and approval controls
    • Monitoring and operating responsibilities
    • Documentation, training, and handoff
    • Support terms and an improvement plan

What we need from your team

You bring the knowledge of how the work happens. We use that context to design and test the agent with you.

Your role

  • Name a workflow owner and approval contacts
  • Share procedures and examples with sensitive details removed
  • Confirm permitted system and data access
  • Review pilot results and approve operating rules

Clear scope from the start

Before each phase, we agree on the work, responsibilities, and acceptance criteria.

  • The workflow and intended outcome
  • Included systems and environments
  • Approved engineering and agent access
  • Client participants and decision-makers
  • Delivery mode and scheduled collaboration
  • Deliverables and acceptance criteria
  • Support terms and handoff responsibilities
  • Documentation and operating responsibilities

Additional work requires an approved scope change or a new phase.

Let’s find your starting point

Tell us about one task your team repeats:

  • What your team does today
  • Where delays or errors happen
  • What a better result looks like

We’ll help assess whether an AI workflow agent fits and what a useful first scope could include.

A plain-language description is enough to start. Please leave out confidential or sensitive data.

Discuss Your Workflow