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Our AI & automation delivery framework

From a business problem to a solution that works every day.

You want to introduce AI or automate a process, but need to know where to start and how to validate results. Our framework makes the stages, deliverables, and decisions clear, from the first assessment to continuous improvement.

Let’s talk about your projectExplore the six stages

We adapt the approach to your situation, your team, and the agreed scope.

Know what is happening and what comes next.

The framework organizes work between your team and Automathing. We define the problem, expected outcomes, responsibilities, and deliverables before expanding the project. You can start with a diagnostic or a focused pilot.

Start with your reality

Understand the work, people, and existing tools. The first improvement may be a simpler process or better connections between systems.

Verify what changes

Establish a baseline, test representative cases, and compare results, including corrections and review time.

Prepare your team

Define responsibilities, necessary approvals, and what to do when something goes wrong. Adoption and support are planned alongside the solution.

Six stages to decide, deliver, and improve.

For each stage: what we do, what you receive, and how you participate. The depth of work depends on the engagement. Insufficient results may call for revising, pausing, or stopping the project.

1 / 6

Diagnose

Understand the work

Understand where work slows down, repeats, or produces errors. We review the process with the people involved and clarify the expected outcome.

What you receive

  • Current process map and bottleneck statement
  • Baseline measurement plan and named process owner
  • Data inventory, constraints and initial opportunity list

Your involvement

Name a process owner, bring real examples, and provide access to information needed for the assessment.

Questions to clarify
  • Where does work stall, repeat or go wrong?
  • Who owns the process, and do the teams agree on success?
  • Which data, constraints and governance decisions matter?

The decision before moving forward

The client process owner validates the problem, scope and evidence gaps. If the process is unclear, clarify it before selecting a solution.

2 / 6

Prioritize

Choose the useful first move

Compare opportunities by business value, feasibility, effort, and risk. We select an initial scope your team can support.

What you receive

  • Ranked opportunity list with visible assumptions
  • Feasibility and risk review
  • One bounded use case with a measurable hypothesis

Your involvement

Confirm priorities, budget constraints, and available resources. Choose the first use case with us.

Questions to clarify
  • How often does the work run, and how long does it take?
  • What is the cost of errors and the strategic value?
  • Can the team access the data and support this change?

The decision before moving forward

The sponsor and process owner choose the first use case and a budget boundary. A high score does not override missing data, unacceptable risk or lack of ownership.

3 / 6

Design

Make the boundaries explicit

Define the future workflow, tool connections, and responsibilities. We clarify where rules are sufficient, where AI helps, and when a person must approve.

What you receive

  • Future process and data-flow maps
  • Solution design, access boundaries and approval points
  • Acceptance criteria, evaluation plan and fallback design

Your involvement

Validate the proposed workflow with users, technical leads, and the people responsible for the data.

Questions to clarify
  • What may run automatically, and what needs approval?
  • What data enters, leaves and remains in each system?
  • How will we test quality, handle exceptions and return to manual work?

The decision before moving forward

The process owner, technical lead and relevant data owner agree on the design and criteria before the pilot begins.

4 / 6

Pilot

Test a bounded hypothesis

Test the solution on representative work within a defined scope and budget. We compare quality, actual effort, and user feedback with the baseline.

What you receive

  • Pilot results compared with the baseline
  • Evaluation findings, user feedback and unresolved risks
  • Go, revise or stop recommendation with supporting evidence

Your involvement

Provide representative cases, try the solution, and share corrections or difficulties.

Questions to clarify
  • Does quality hold on ordinary and difficult cases?
  • Does the workflow improve the agreed metric after review and rework?
  • Can users recognize errors and use the fallback?

The decision before moving forward

The sponsor and process owner review the agreed acceptance criteria. Expand only with sufficient evidence; revise or stop when criteria are missed.

5 / 6

Deploy

Release with a way back

Introduce the solution gradually, prepare users, and check access, support, and rollback. We organize the transition into everyday work.

What you receive

  • Release and rollback plan
  • Operating guide, training and ownership handoff
  • Production monitoring and support arrangements

Your involvement

Confirm user readiness, name support owners, and authorize the release.

Questions to clarify
  • Who authorizes release and handles incidents?
  • Have alerts, approvals and rollback been exercised?
  • Are users trained and support responsibilities accepted?

The decision before moving forward

Business and technical owners authorize release after checking readiness, known limitations and a tested fallback. Expansion follows observed performance.

6 / 6

Operate

Measure, maintain, adapt

Track business outcomes, quality, costs, and actual usage. We also review AI agent actions to understand errors and adjust how the system works.

What you receive

  • Outcome and quality review with accountable owners
  • Incident, change and evaluation records
  • Adoption feedback and a prioritized improvement backlog

Your involvement

Share team feedback and take part in agreed reviews to select the next improvements.

Questions to clarify
  • Are outcomes, quality and costs staying within agreed limits?
  • Are people using the workflow and managing exceptions?
  • What changes require reevaluation or reduced autonomy?

The decision before moving forward

At agreed reviews, the owner chooses to continue, improve, scale, pause or retire the workflow. Material changes return to design and evaluation.

Clarify your starting point

Not sure where to focus yet?

The APO Diagnostic provides an initial view of your business through Analysis, Planning, and Operations. A guided conversation then connects findings to a specific process and a measurable objective.

Explore the business diagnosticRead about APO

Several ideas? Compare your priorities.

The priority calculator helps compare opportunities using work volume, time per execution, and business stakes. Its score combines weighted time savings and error cost avoided. Delivery effort, operating costs, and risks still need review; the score is not a forecast of realized gains.

Use the priority calculator

Illustrative example

Apply the framework to preparing quotes.

A business receives requests by email. Staff copy details, find missing information, and prepare quotes. Here is how an initial project could use AI to prepare a draft while keeping pricing and sending under human control.

  1. 1 / Diagnose

    Map email intake, missing information and handoffs. Measure handling time, waiting time and corrections.

  2. 2 / Prioritize

    Compare quote preparation with other candidates using the published score. Select a small, feasible scope.

  3. 3 / Design

    Extract request details, check required fields and prepare a draft. Route ambiguity to a person; require approval before sending.

  4. 4 / Pilot

    Test representative requests, duplicates and incomplete messages. Compare total effort, quality and reviewer workload with the baseline.

  5. 5 / Deploy

    Release to a limited group after testing access, alerts and manual fallback. Train reviewers on exceptions.

  6. 6 / Operate

    Review draft corrections, approval delays, cost per request and actual use. Reevaluate after changes to pricing, data or models.

The decision: expand only if the agreed quality and effort criteria are met. This example explains the approach; it does not report a measured client result.

Expertise brought in for your needs.

Business diagnostic

Clarify the starting point and the business priorities.

Technology strategy

Align scope, architecture and investment decisions.

Systems integration

Connect tools and data with clear responsibilities.

Artificial intelligence

Apply AI where interpretation supports a defined outcome.

Process automation

Map, simplify and implement repeatable workflows.

Custom software

Build the features and applications needed for the target workflow.

Salesforce

Adapt your CRM and connect it to operations and other systems.

Cloud & DevOps

Prepare deployment, reliability and ongoing operations.

Your questions about how we work

Do we have to commit to all six stages upfront?

No. An engagement can focus on a diagnostic, prioritization, or a pilot. We define scope, deliverables, and terms at the outset. Later stages are decided based on results and your priorities.

How long does a project using this framework take?

That depends on the process, available data, integrations, and team availability. Once the need is clear, we propose an appropriate scope and timeline. The pilot helps validate assumptions before a wider rollout.

How do you measure whether the project is useful?

We choose indicators with you and establish a baseline: handling time, errors, rework, delays, or cost per operation, as appropriate. We also examine actual usage, human review time, and operating costs to assess the complete result.

What happens if the pilot falls short?

We review the results and causes with your team. The decision may be to narrow the scope, change the design, run another test, or stop. Deployment depends on the agreed criteria and acceptance of remaining risks.

Can you work with our IT team and existing partners?

Yes. We agree on who provides information, validates choices, carries out the work, and provides support. Your teams and partners can participate in different stages; responsibilities and handover arrangements are defined in the engagement.

Explore the approach further.

A few readings to help you prepare for AI and automation decisions.

Framework philosophy

The thinking behind our AI & automation framework

Process clarity & governance

Four questions before an AI project

Prioritization

How to choose what to automate first

Your next step

Start with a process you want to improve.

Tell us what gets in the way, who is involved, and what outcome you want. We can determine whether a diagnostic, process improvement, or pilot is the right starting point.

Let’s talk about your project

Email us or find our contact details