Guides
Guides
These guides set out how the work is done: how a process is mapped from evidence an organisation already holds, how every step is assessed as retire, automate, assist or person, how the findings are ordered into a roadmap, and how the resulting systems are kept accountable. They are written for the person who has to argue the case internally.
- 01 Business process mappingTurning a process into a model that can be tested, built bottom-up from timesheets and operational data.
- 02 Process optimisationAssessing every step as retire, automate, assist or person, and finding the crossovers between functions.
- 03 Automation consultants: what to expectWhat to expect, why a paid Discovery precedes any build, and what is returned at the end.
- 04 Process improvement consultancyWhere value is created, lost or constrained: chargeable work, bottlenecks, and tools bought but unused.
- 05 On-premise AI and self-hosted LLMsArchitectures in which data does not leave your infrastructure, and the trade-offs between them.
- 06 Human in the loop AIThe assist and person steps: where human review is required, and what must be specified first.
- 07 AI assurance and AI governanceArchitecture you can hold to account: inspectable outputs, source audit, review record, cost to serve.
- 08 AI implementation roadmapSequencing by commercial value, feasibility, data readiness, governance and delivery complexity.
- 09 Professional services automationInstitutional processes in fund services, law and advisory firms, with timesheets as the map.
- 10 Decision support and decision intelligenceWork prepared in advance so that a person decides faster and more consistently.
- 11 Owner-side instruments: how an asset is read from outsideThe Asset Record, fail-closed evidence states, replay custody, counterfactual exposure cohorts and claim boundaries.
Begin
Begin with a Discovery
We begin with a paid Discovery: the application of the firm's method to your processes, a data-driven diagnostic across the functions in scope, typically three to six months, and closer to three where strong operational data already exists.
Tell us what you are trying to achieve commercially, and which functions are involved. We will return an initial assessment.