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Implementation Roadmap

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Training & Adoption

Step 03 of 5 · 4-8 WEEKS

Workflow Automation Sprint

"Pick one workflow. We ship it, end-to-end, in under two months."

One workflow, end to end, in production. Built against your real systems, used by your real team, with measured savings before the quarter is over.

Investment, $15K - $50K

HOW IT WORKS

One workflow, all your systems, in production

We connect the new automation to your CRM, ERP, data warehouse, and whatever else moves the work. Real authentication, real audit trails, real measurement. Not a sandbox demo.

Workflow automation sprint connecting business systems

THE PROBLEM

Why teams get stuck before this step

Pilots that never leave the demo. Prototypes that cannot survive a Monday. Vendors that disappear after the contract. The result is a backlog of half-built AI that the team has stopped trusting.

AI demos that cannot connect to your real data or systems.
Builds that ignore security, IT, and compliance until launch day.
No measured baseline, so no one can prove the win after.
Hand offs to internal teams that fall apart in the first week.

THE APPROACH

How we run this step

We treat one workflow like a product launch. Real users, real systems, real metrics, real support. Fixed scope and fixed price so the trade-offs happen in week one, not week seven.

THE PROCESS

What the engagement looks like, week by week

1
Week 1: Scope lock and baseline
We finalize the workflow, lock the scope, capture the current-state metrics, and align with security and IT on the build path.
2
Week 2 to 3: Design and prototype
Working prototypes against real data, reviewed by the operators who will use the system every day.
3
Week 4 to 6: Build and integrate
Production build, system integrations, observability, error handling, and the rollback plan if anything misbehaves.
4
Week 7 to 8: Launch and adoption
Phased rollout to the team, side-by-side measurement vs. baseline, and a documented handoff to the owner.

YOU WALK AWAY WITH

The exact things you walk away with

One production workflow, live

Designed, built, deployed, monitored, and used by your team. Not a prototype, not a pilot, not a demo.

Real system integrations

Connected to your CRM, data warehouse, ticketing, ERP, or whatever moves the work, with proper auth and audit trails.

Measured baseline and uplift

We capture the before, the after, and the delta in time, dollars, error rate, and throughput, in writing.

30 days of post-launch support

Bug fixes, tuning, prompt and policy adjustments, and weekly check-ins with the workflow owner for the first month.

THE OUTCOMES

What changes for your business

A production workflow your team relies on inside two months.
Hard numbers on savings or revenue lift you can show the board.
An internal proof point that unlocks the next three workflows.
A pattern your team can copy for future automations.

CASE STUDIES

What this looks like in real engagements

Boutique law firm

Legal Services, 28 attorneys

Challenge

Paralegals spent 14 hours per week each summarizing discovery documents and prepping deposition outlines. Two pilots with off-the-shelf tools had failed because they could not touch the document management system.

What we did

An eight-week sprint to build a discovery summarization workflow connected to iManage and the firm's billing system, with attorney-in-the-loop review and full audit logging for compliance.

Result

Average summary time dropped from 90 minutes to 8 minutes per document. Paralegals reclaimed about 11 hours per week each, and the firm billed the saved hours into more matters.

90 min, 8 min

Time per summary

11 per paralegal

Hours saved per week

7 weeks

Time to production

E-commerce brand

DTC Retail, 60 employees

Challenge

Customer support handled 1,800 tickets per week with 60% being repetitive order status, returns, and product fit questions. Hiring was outpacing revenue and CSAT was dropping.

What we did

A six-week sprint to ship a tier-one support assistant connected to Shopify, Gorgias, and the WMS. Phased rollout with side-by-side measurement against the human-handled baseline.

Result

62% of tier-one tickets fully resolved without an agent, with CSAT one point higher than the human baseline. Support team refocused on retention and VIP, and the next two hires were canceled.

62%

Tickets auto-resolved

+1.0 point

CSAT change

2 reps

Hires avoided

IS THIS THE RIGHT FIT

Who this step is built for

Right fit for

Teams with a clearly defined, high-leverage workflow ready to ship.
Operators tired of pilots and ready for production.
Leaders who want one undeniable win before scaling.

Not the right fit for

Teams without a stakeholder who can sign off and use the result.
Workflows blocked by data or system access that cannot be resolved in week one.

INVESTMENT

$15K - $50K

4-8 WEEKS

Sprints run $15K to $50K depending on integration depth, data volume, and compliance scope. Fixed price, fixed scope, billed in milestones.

FAQ

Common questions

Can we pick the workflow ourselves?

Yes. If you do not have one ranked, we run a one-week scoping mini-engagement to pick the right first target with you.

Do you write production code?

Yes. Every Sprint ships production-grade systems with monitoring, logging, error handling, and rollback paths.

What if the workflow turns out to be the wrong one?

We catch that in week one and re-scope before any code is written. The fixed price protects you, not us.

What happens after the 30-day support window?

Most clients move into Managed AI Operations or take ownership in-house with a documented runbook.