Step 02 / 04

Solution Design

We design a tailored strategy — the right tools, data flows, and integrations for your setup.

Talk about your business

The purpose

A clear plan, built around your business.

The right solution needs to fit the way your business operates. We translate what we learned during discovery into a workflow your team can understand, review, and use.

That means defining the data, the connections between systems, and the decisions people need to make. We choose where straightforward automation is enough and where an AI assistant or business agent can add value.

Working together

What happens in this step.

01

Map the future workflow

Set out what triggers the process, the actions that follow, and the result each person or system receives. Include the exceptions so the design reflects more than the ideal path.

02

Give data a clear path

Identify the source of each piece of information, how it should move, and which system owns it. Define access, approvals, and the context an agent needs to do useful work.

03

Review the plan together

Walk your team through the proposed experience. Agree on scope, responsibilities, acceptance checks, and a sensible order for delivery before implementation begins.

The outcome

What you leave with.

A workflow blueprint

A shared view of triggers, actions, decisions, exceptions, and human approvals.

A systems and data plan

The tools to connect, the information they exchange, and the access the solution needs.

An agreed implementation scope

What we will build, what it depends on, and how the team will review the result.

Your part

What to bring
to the conversation.

  • 01

    People who own the workflow and the systems it touches.

  • 02

    Representative examples of the information the process uses, with sensitive details removed where appropriate.

  • 03

    Existing approval rules, access requirements, and business exceptions.

Keep moving

Next, bring it into the business.

With the approach agreed, we move into implementation: connecting the systems, building the workflows, and testing them against the plan.

Start a conversation

What could work
better in your business?

Let’s talk