Week 1
Find the bottleneck
Sit with the team doing the work. Watch the actual workflow. Pick the one whose fix moves a real number — onboarding hours, monthly close, escalations to engineering, ticket time-to-first-response.
Output: a one-page scope with the metric that will move and the system we will build to move it.
Weeks 2–4
Ship the first system
Build the smallest end-to-end version that handles the common path in production. Real data, real users, no demos that won't ship. If agents are in scope, the routine path runs through them by the end of this phase.
Output: the workflow runs for new work, side by side with whatever it is replacing.
Weeks 5–8
Cover the exceptions
Add the edge cases, the reviewer console, the alerting, and the agent steps that take the most painful work off the team. Watch the metric move. Tighten what is not moving fast enough.
Output: the workflow handles edge cases without ops escalating to engineering.
Ongoing
Train the team, then exit
Department-level training, written runbooks, a working handoff. If you want a retainer for ongoing work, great. If you do not, that is also fine — we are not a permanent line item.
Output: your team runs the system without us. We stay reachable.