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Process · from fit call to managed workspace

How we build it without turning your business into an AI science fair.

The process is deliberately narrow: pick real workflows, connect approved systems, launch with boundaries, and improve monthly. No six-month transformation opera. Nobody has the patience.

Step 01

30-minute fit call

We map your current tools, team chat, where docs live, repeat admin pain, sensitive systems, and who will own the workspace internally.

Step 02

Workflow audit

We identify the first 2 to 4 workflows worth trying, rate risk, estimate effort, and recommend the smallest useful setup.

Step 03

Setup and connection

We configure the workspace, chat interface, approved knowledge sources, model/API settings, prompts, skills, and starter automations.

Step 04

Pilot launch

A small group tests real questions and workflows. We fix weak answers, tune boundaries, and document approved usage.

Step 05

Monthly management

We handle updates, monitoring, workflow tweaks, new docs, small improvements, and support so the system stays useful.

Typical audit

2 to 5 business days

Enough time to inspect the real workflow and avoid selling you shiny nonsense.

Starter launch

1 to 2 weeks

Depends on access, document quality, and whether internal ownership exists.

Pilot

2 weeks

Small group first. Real usage beats conference-demo fantasies every time.