01
Map
Trace what happens today: the trigger, tools, people and points where work stops.
- Current workflow map
- Defined starting point
The method
One workflow.
Clear boundaries.
Every engagement starts with one workflow. We map what happens now, agree a bounded build, then test and hand it over.
02
Build
Agree the boundaries and success checks. Build the connections inside that scope.
- Bounded build
- Testable workflow
03
Hand over
Test the workflow together. Make ownership and the next steps clear.
- Tested workflow
- Operating notes
Scope, deliverables, timing, price and success checks are agreed before the build starts.
Before we begin
The practical
questions.
Which tools can you work with?
We start with the tools you already use. During discovery, we check how they can connect, what access is needed and where a manual step still makes sense. The proposal names the integrations included in the build.
How long does a first workflow take?
The timeline depends on the workflow, the integrations and the access available. We agree the schedule once the scope is clear, before the build begins.
Who owns the finished system?
Ownership and access are covered in the proposal, including the accounts, custom work and any third-party licences involved. We make those terms clear before you agree to the build.
What happens after handover?
We test the workflow and hand over the operating notes. Any ongoing support or further changes are defined separately in the engagement terms.
What if we do not know what we need?
Start with the point where work gets stuck. You do not need a technical brief. We map what happens today and identify one workflow to start with.
What does an engagement cost?
The price depends on the agreed scope. Your proposal sets out the deliverables, price, timing and success checks before you commit.
NextStart with one problem
What keeps
getting missed?
Let’s fix that.
The unanswered DM. The quote nobody followed up. The same details copied three times. Tell me what’s happening.