Consider
Frequency
Ask
Does the work repeat often enough?
A useful starting point
A stable, recurring task
02 / AUTOMATION
Less repetitive work.
More time for decisions.
We help identify repetitive tasks, design clearer workflows and use small prototypes to test how an improvement could work.
Begin an inquiryWhich tasks keep needing another reminder?
Start with what triggers the task, what information it needs and what happens when something goes wrong. A workflow design and a small prototype help test the approach before planning a live system.
ILLUSTRATIVE FORMAT · NOT CLIENT WORK
Should this step be automated?
Consider how often the task repeats, whether the information is reliable and what happens if it fails. These questions help decide what to automate.
Consider
Inputs
Ask
Can the incoming information be trusted?
A useful starting point
Structured inputs with a validation step
Consider
Judgment
Ask
Which exceptions need a person?
A useful starting point
A clear review and approval process
Consider
Failure
Ask
Can a mistake be detected and reversed?
A useful starting point
A visible failure state and a fallback
Consider
Ownership
Ask
Who maintains it after launch?
A useful starting point
A named owner and usable documentation
THE WORK AND DELIVERABLES
A clear design before implementation.
Choose a useful starting point
Compare recurring tasks by time spent, frequency and the consequences of an error.
Prioritized automation opportunities
Design the workflow
Specify when it starts, what information it uses, which approvals it needs and how exceptions are handled.
Workflow design with human review points
Test a prototype
Use agreed examples to examine a limited prototype and record what needs further technical testing.
An agreed prototype and a record of testing needs
We agree the specific work and deliverables before the project begins.
WHERE TO START
Start with one repetitive task.
Describe the trigger, the tools involved and where someone has to intervene. Start by separating avoidable work from steps that need judgment.
Begin an inquiryILLUSTRATIVE SCENARIO · NOT A CLIENT CASE
A new inquiry needs to be recorded, assigned and acknowledged. A prototype can show how these steps connect while leaving the decision about whether to take on the client with a person.
LET’S TALK
What would you like
to work on?
Tell us what you want to achieve, what is getting in the way and why it matters now.
Begin an inquiry We review each inquiry to understand the need and whether we can help.