Process

How a project goes from messy process to working system.

Ten steps, in four stages. Scope and complexity determine the pace; larger projects repeat the build stages per workflow. You see working software early and approve each stage before the next.

1. 01–03
   Understand
2. 04–05
   Design
3. 06–08
   Build
4. 09–10
   Operate

1. 01

   UNDERSTAND

   Discovery

   A call and a short questionnaire about the process, the people involved, the systems and what a good outcome looks like.

   YOU GET

   A shared problem statement and a yes/no on whether to continue.

2. 02

   UNDERSTAND

   Process mapping

   We sit with the people who do the work and map each step, including the exceptions nobody writes down. We measure volume and time where we can.

   YOU GET

   A process map with time, volume and owners per step.

3. 03

   UNDERSTAND

   ROI / feasibility analysis

   We score each part of the process on frequency, variance and cost of error, and estimate build effort against time saved.

   YOU GET

   A ranked list of what to automate, what to leave manual, and expected payback.

4. 04

   DESIGN

   Architecture

   We decide where logic runs, which system owns each piece of data, where approvals sit, and how failures are handled.

   YOU GET

   An architecture diagram and a fixed-scope proposal.

5. 05

   DESIGN

   Prototype

   A working version against test data or a sandbox, so you can see real behaviour before anything touches production.

   YOU GET

   A clickable or runnable prototype and a list of open questions.

6. 06

   BUILD

   Integration

   We connect production systems with scoped credentials, build the full logic and the exception paths, and set up logging.

   YOU GET

   A complete workflow in a staging environment.

7. 07

   BUILD

   Testing

   We test the happy path, edge cases, bad data, permission errors, timeouts and duplicate events. Your team tests with real cases.

   YOU GET

   A test report and sign-off from the process owner.

8. 08

   BUILD

   Deployment

   Staged rollout, often running alongside the manual process at first, with a rollback plan.

   YOU GET

   A live workflow, documentation and a handover session.

9. 09

   OPERATE

   Monitoring

   Alerts for failures and unusual volumes, dashboards for run history, and a named contact when something needs attention.

   YOU GET

   Visibility into every run and an agreed response time.

10. 10

    OPERATE

    Optimization

    A monthly review of exception rates, edit rates and time saved. We adjust thresholds and remove human steps only when the data supports it.

    YOU GET

    A short monthly report and a backlog of improvements.