Process

From "we've always
done it this way" to live in production.

Four stages, in order, every time. Scroll to trace the line — it fills as the work actually happens.

01
Stage 01 · ~1 week

Discovery

We sit with the people doing the work — not just their managers — and document the process as it's actually performed, including the workarounds nobody put in the manual. We're listening for volume, frequency, and where things go wrong today.

Process walkthroughVolume & exception auditGo/no-go recommendation
reads every system touched
02
Stage 02 · ~1–2 weeks

Architecture

We design the solution before writing anything: which steps become bots, which become integrations, which get cut entirely. You get a diagram and a plain-language explanation of exactly what will change, and what the fallback is if a system goes down.

Solution blueprintTool & access planException-handling design
maps data flow end to end
03
Stage 03 · ~2–4 weeks

Development

Bots and integrations get built in a sandboxed copy of your environment and tested against real edge cases — malformed data, timeouts, the one client who does everything differently. You see progress in short, working increments, not a single reveal at the end.

Working bot buildsEdge-case test logWeekly progress demo
runs against edge cases live
04
Stage 04 · Go-live

Deployment

We move to production on a schedule you approve, run in parallel with the manual process briefly to confirm output matches, then hand over monitoring so your team can see every run, every exception, every result — no black box.

Parallel-run validationMonitoring dashboardHandover & runbook
hands off with full visibility

And then, it flies on its own.

Most clients come back a few months later to automate the next loop. We keep a light-touch relationship so that's an easy call, not a new sales process.

Curious what Discovery would find in your team?

The first conversation is free and specific — bring one process, we'll tell you what stage it's really in.