AI implementation roadmap: a 90-day plan from first workflow to live
An AI implementation roadmap for one workflow: a week-by-week 90-day plan with gates, sponsor deliverables, shadow mode, limited live and a scale decision.
7 min read
AI automation playbooks
Step-by-step plans for automating specific workflows.
AI readiness assessment checklist: score your data, process, systems, people and risk
Use this AI readiness assessment checklist to score data, process, systems, people and risk for one workflow, then read what your score means for next steps.
7 min read
Sales order processing automation: from emailed PO to ERP order, with EDI and PDF intake
Sales order processing automation across EDI, portals and emailed POs: the validation checks before an order is created, and the exceptions a person must own.
7 min read
Employee onboarding automation: from accepted offer to day 30, system by system
Employee onboarding automation traced system by system, from ATS to HRIS to IT tickets: where handoffs break, what to automate, what the manager keeps.
7 min read
Freight invoice audit: how to check carrier invoices against rate confirmations and BOLs
Freight invoice audit playbook: match carrier invoices to rate confirmations and BOLs, check accessorials, set tolerances and run a dispute workflow.
8 min read
Customer onboarding checklist: every phase, with what to automate
A customer onboarding checklist by phase, with an automation column showing which steps to automate, which to keep human, and how to measure time to value.
7 min read
Vendor onboarding checklist: documents, bank-detail checks and approvals before the first payment
A vendor onboarding checklist by phase: tax and bank documents, bank-detail callback, sanctions screening, ERP setup and approvals, with what to automate.
8 min read
Reconciliation automation: matching bank lines to the ledger without hiding the breaks
Reconciliation automation matches bank lines to ledger entries in four steps, from exact to AI-suggested, and sends breaks to review instead of plugging them.
7 min read
Invoice approval workflow: routing rules, thresholds and delegation that survive audit
Build an invoice approval workflow that holds up in audit: approval matrix, thresholds, delegation, escalation, and which routing steps an agent can propose.
7 min read
Quote to cash automation: stage by stage, with CPQ
Quote to cash automation, stage by stage: CPQ, contracts, order handoff, billing, collections and revenue recognition, with limits and controls to design in.
8 min read
Order to cash process: steps, KPIs and where to automate
The order to cash process explained: each step from order to cash application, O2C vs P2P, KPIs such as DSO, and where automation helps and where people stay.
9 min read
Procure to pay process: steps, controls and automation points
The procure to pay process step by step, from requisition to payment: segregation of duties, KPIs, and where P2P automation helps and where people stay.
8 min read
Month-end close process: a day-by-day checklist and what to automate
A month end close process checklist by working day, with the tasks worth automating, the ones that should stay human, and how to shorten the close safely.
8 min read
How to automate invoice processing with AI: a step-by-step playbook
How to automate invoice processing with AI in seven steps: capture, extraction, validation, three-way matching, approvals, ERP posting and exception handling.
9 min read
The ROI of AI automation: how to calculate it, step by step
How to calculate the ROI of AI automation: measure a baseline, count build and run costs, review time and ramp-up, and work out payback with a worked example.
8 min read
Tell us about the workflow you want to hand over.
A 30-minute call with an engineer. You will leave knowing what a system could do for that workflow and what it would take to build.
What happens next
- 1
Strategy call
We learn how the workflow runs today and what a good outcome would be.
- 2
Workflow audit
We map the process and measure where a system would save the most time.
- 3
Proposal
A written scope, timeline and fixed price for your first system. No obligation to build.