Case studies.
How we scope a workflow: the decisions inside it, where the autonomy line sits, and what we stay responsible for once it is running. Two of these are illustrative. The third is a client engagement.
Inbound qualification and routing, handled end to end by a coworker with a defined escalation path.
The coworker researches each inbound request, classifies it, and routes it to the right owner with the context already assembled. Anything it cannot classify with confidence is escalated with a prepared summary rather than guessed at.
Invoice and purchase-order reconciliation, with every exception escalated rather than absorbed.
The coworker matches invoices to purchase orders, chases missing supplier documents, and queues anything that does not reconcile. Approvals above the agreed threshold never happen without a person.
Account research and scoring for a mid-market team, built in four weeks and operated from there.
Two decisions every rep was making without context — which account is worth today, and what to know before the call — mapped, built into a coworker, and integrated into the systems the team already used.
Bring us the workflow that is costing you the most and we will map it the same way.
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