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Four steps, the same on every project. You see the system running on your data before committing.
01 / Discovery
Understanding the task before proposing anything.
We look at a recurring task: what triggers it, who is involved, which tools are used, and what needs attention. You describe the task and show a representative example, without unnecessary confidential data. Free, no commitment.
02 / Scoping
Separating what can be automated from what needs your judgement.
We distinguish repetitive steps from decisions that require judgement, then pin down what triggers an action, which information is used, and when a check-in happens. Nothing is built until these rules are clear.
03 / Prototype
You see it works before committing.
A first workflow is built and tested on your real data. You see it running on your exact case before any financial commitment. If the result doesn’t fit, we adjust — or we stop there.
04 / Deployment
Go live, training, and ongoing monitoring included.
The workflow is tested against normal cases and exceptions: missing information, duplicates, status changes. Then setup, documentation and training — you know who uses the system, who checks the results, and how to take back control if needed.
On delivered automations. If a workflow doesn’t do what was agreed, we fix it.
A breakdown, or a third-party tool changing its rules: we respond within 48 business hours. Adjustments are unlimited in the first year.
Documented in plain language. You can modify them, hand them to your team, or run them elsewhere. Full export available at any time.
Kevin Forma, from the first conversation to delivery. Reply within 24 business hours, no ticket system, no helpdesk.
Describe what repeats, the tools involved, and what you’d like to improve. No need to have already chosen a solution.