The Work
Three more governed workflows, one pattern.
On the home page, an accounts-payable exception. The same seven states and four guards govern every workflow we build: rules clear the routine, the model drafts the exception, a named owner decides, and every action is logged. Three more, from the departments that run on hand-offs.
Worked example: Sales, Support and CRM
Every inbound customer email, synced or drafted, never sent without an owner.
A prospect or customer email arrives that needs a CRM update, pricing or an order change (Salesforce, HubSpot or Oracle CX).
The inbox webhook matches the CRM contact.
Rules check deal stage, SLA tier and pricing: routine update or standard FAQ?
Activity, sentiment and stage synced, a logged rule decision.
Draft required: the model drafts a reply from approved playbooks.
The account owner approves or escalates.
Committed to the CRM; approved replies sent.
Reassigned with a reason code. A final state.
CRM hygiene runs continuously, while people control every outbound commercial commitment.
Worked example: People and HRMS
Routine onboarding runs without delay. Pay and compliance need a named sign-off.
An offer packet or role change is triggered in the HRMS (Workday, SAP SuccessFactors or Oracle HCM).
The HRMS flags an offer or transfer.
Position, budget and statutory checks via API: within band and compliance verified?
Provisioning and payroll set-up, a logged rule decision.
The model flags variance, missing proof or a pay delta.
The HR owner approves or returns.
Committed to the HRMS, logged.
Returned with a reason code. A final state.
No offer is released and no pay change is posted without a logged decision.
Worked example: the reporting layer
Numbers are calculated by rules. The model only drafts commentary on verified variances.
Reconciling revenue, headcount cost and pipeline across ERP, HRMS and CRM for the monthly management pack.
The close job extracts ERP, HRMS and CRM data.
Rules cross-check totals and budget deltas: within the materiality threshold?
Standard tables populated, a logged rule decision.
The model traces causes and drafts cited commentary.
The FP&A owner releases or holds.
Published to the BI warehouse, logged.
The sub-ledger is reopened. A final state.
Every number is calculated by rules. The model only drafts commentary on variances the rules have already verified.
Service lines
Six service lines turn the Blueprint into running automation.
Every engagement starts with the Blueprint. Each line runs on the same controls: rules first, named approval, full audit trail.
Agents move work across ERP, CRM, HRMS, ITSM and SCM, with named approval on every irreversible step.
Reads invoices, customer orders, contracts and candidate packs, and posts validated data to the system of record.
Answers staff and customer questions from your policies, playbooks and contracts, citing the source, inside your environment.
Assembles management packs and answers plain-English questions over your reporting data.
Replaces spreadsheet re-keying with governed APIs, and supports platform moves such as Oracle EBS to Fusion.
Control frameworks, audit trails, private model deployment and encryption, built for audit and security review.
One governance model across every line, so each new build adds capability, not risk. Run and enablement are priced alongside each build.
How an engagement runs
A fixed-fee Blueprint precedes every build, with a formal go or no-go gate.
- 2 weeksAutomation Blueprint. $5,000 fixed. Roadmap and prices in writing. An exit option at the close.
- 6 to 16Build weeks. On a go decision only. Duration and price fixed at the Blueprint.
- OptionalRun. A managed service, or enablement and handover to your team.
The Blueprint's four workstreams:
- Discovery. Short interviews with the people who run each process, and a named owner agreed for each priority.
- Opportunity scoring. Each process scored for value, feasibility and risk, and checked against what you already license.
- Cost baseline. Measured effort, error rates, rework and unused licences for the top five opportunities.
- Roadmap and prices. A 90-day start plan, a fixed price per build or a self-build playbook, then your go or no-go decision.