tech automation services

Solutions

Less manual work. Clearer results.

Choose a recurring workflow, a checked deliverable or an agent connected to your existing tools. Start with one task, approved data and a named reviewer.

Discuss a pilot

Early-access services. Scope, integrations and pricing agreed before work starts.

How can tech automation services help your business make more money?

We start with two questions.

Which area of your business costs you the most?

Start with the work that uses the most time or money. Look for ways to reduce manual effort, delays and rework.

  • Prepare reports faster
  • Reduce manual data entry
  • Cut avoidable rework

Which area has the greatest potential to generate more revenue?

Start with your biggest opportunity for sales or customer growth. Identify where AI could help your team act on it.

  • Prepare better proposals
  • Follow up on qualified leads
  • Improve customer support

Choose the service that suits you.

Three proposed services, each with a different unit of work. These examples show what a first pilot could cover.

SolutionBest forExample outputMeasure
Workflow as a Service

Automate a recurring process and agree how it will be maintained.

A frequent task with clear inputs and a process owner.An intake summary with missing information flagged and a proposed owner.Turnaround time, exceptions and time spent reviewing each run.
Outcome as a Service

Commission a specific deliverable with clear completion checks.

A deliverable with clear acceptance criteria.A reconciliation report showing matched records and unresolved differences.Acceptance rate, corrections and total preparation plus review time.
SaaS to Agent

Connect an agent to approved information and actions in your apps.

A task that spans applications with supported APIs.A support handoff draft assembled from approved records, ready for review.Source accuracy, task completion and unauthorized-action attempts.

Set the boundaries before connecting data.

Each pilot needs a clear agreement on access, data handling, approval and exceptions.

Access
Agree the data sources, permitted operations and person who can revoke access. Begin with retrieval and drafts where suitable.
Data handling
Confirm hosting, model providers, destinations and retention before connecting sensitive information.
Approval
Name the reviewer for messages, record changes and other consequential actions. Check the target and approval before execution.
Exceptions
Test failures and misleading inputs. Agree the activity record, escalation owner and recovery steps for each enabled action.

Related guidance: OWASP AI agent security and NIST generative AI risk management. Controls and responsibilities are agreed for each engagement.

Questions before you start

Business value

What work should we optimize?

Start with frequent, repetitive work: report preparation, request routing or moving information between systems. Choose a task with clear inputs, a named owner and a result someone can check.

How could AI help us sell more?

Explore account research, proposal drafts or follow-up reminders. Target a specific bottleneck in your sales process. People review customer messages and commitments. Measure qualified opportunities, conversion and gross profit.

Could AI help retain customers?

A pilot could prepare support summaries or flag unresolved requests. Check whether customers receive faster, more accurate help. Measure retention and service quality alongside delivery costs.

Does time saved mean money saved?

Only if a cost changes or the freed capacity creates value. Track lower overtime, avoided spending or additional profitable work. Include the time people spend reviewing and correcting outputs.

Your first pilot

Where should we start?

Pick one recurring task with useful data, a clear goal and manageable consequences if it fails. Compare its likely value with integration, operating and review costs.

How do we measure success?

Record a baseline first. Compare cost, turnaround, quality and review effort, or relevant sales measures. Include all delivery costs and account for changes in workload or other business initiatives.

What should we bring?

Bring one task, a sanitized sample input, the result you need and the person who approves it. List the systems involved and any known failure cases.

What will it cost?

Setup, integration, usage and support terms are agreed per early-access pilot. No standard price or timeline is published. Expand once the pilot meets its checks and demonstrates value after costs.

Tools and control

Must we replace our software?

Existing tools can remain the systems of record. Connections depend on supported APIs, your subscription and permitted operations. Integration requirements are assessed before a pilot.

What security requirements do we agree before a pilot?

Agree the permitted data and actions, approval points, hosting and model providers, retention, activity records and the person who can revoke access. Test access failures and misleading inputs before enabling actions. Specific controls and responsibilities belong in the pilot scope.

Who controls data and decisions?

Your team sets access boundaries, permitted actions and approval points. Name a process owner and reviewer. Agree when work pauses or escalates, and begin with read-only access or drafts where appropriate.

Start with one useful task.

Bring one task, a sample input, the result you need and the person who accepts it. We will assess the access, integration and review requirements before proposing a pilot.

Discuss a pilot