How we work
Understand.
Connect.
Hand over.
A workflow should be explainable to the people who operate it. We work from a real process, test the difficult cases and leave a clear handover.
01Walk through the handoff
Show one recent request: where it arrived, what was copied, who acted and what happened next. We ask what already works before proposing a change. An outline is enough for an initial conversation; private records and credentials can wait for an agreed handling plan.
- Your starting point: one workflow and an accountable owner.
- Useful detail: existing tools, a recurring difficulty and the result you want.
02Test the fit before commitment
Application permissions, plan restrictions, identifiers and recovery can determine whether a seemingly simple connection is practical. We check authorised examples in the intended tools and agree what happens when an input is incomplete, repeated or contradictory.
- Normal, retry, missing-field and conflicting-ID cases.
- A clear human-review point and an agreed recovery approach.
03Agree the written scope
We define the input, tracker, supported fields, rules, volume, acceptance cases, costs and dependencies. The delivery date follows feasibility. You see the commercial and data boundaries before a deposit is requested.
- £450 pilot only where the bounded workflow fits.
- Third-party subscriptions and wider work agreed separately.
04Implement and review
The workflow is implemented against the agreed cases, with errors and exceptions visible. Your team reviews output and the operation of approval controls. We do not treat a polished demonstration or an unsent draft as production proof.
- Compare actual behaviour with the written acceptance cases.
- Resolve failures without silently changing the promised scope.
05Hand over the operation
You receive the agreed instructions, export and recovery procedure, a walkthrough and one revision. The seven-calendar-day fix period starts after handover and concerns agreed failures. New functionality and ongoing support need a separate scope.
- Keep an accountable workflow owner.
- Know where exceptions go and what to do if a connection fails.
THE OPERATING PRINCIPLE
Automation should
make a decision visible.
A request that needs judgement should reach the right person, not disappear behind an automation rule. We agree the difference between capture, assignment, a draft and an actual approval. Silence is not consent, and a checklist is not a signed contract.
Explore the review points in our examples ↗