Services

Five services. Every one of them starts with your process.

The catalogue is deliberately small. One entry point for working out what should be built, and four categories of thing I build once we know.

01

START HERE

AI Process Discovery & Solution Design

Most businesses don't arrive with a specification. They arrive with a process that costs too much time. This turns that into a plan you could hand to any competent engineer — including one who isn't me.

SOUNDS LIKE

“We want to use AI but don't know where it would actually help.”

“We think an agent could do this, but we don't know what it should do.”

“Our team spends too long on repetitive administration.”

  • Process mapping
  • Data review
  • Integration audit
  • Feasibility
  • Risk & human-review design
  • Roadmap
Solution proposalDRAFT v3
Current processMAPPED
Where AI adds valueIDENTIFIED
Better solved conventionallyDOCUMENTED
Must stay with a personRETAINED
Phases, timeline and fixed priceIncluded →

THE HONEST PART

If part of the process is better solved by ordinary software, the proposal will say so. Recommending less work than you expected is not a sales tactic — it's the reason the next project comes back to me.

02

AI Workflow Automation & Agentic Systems

Systems that carry out a business process end to end — reading the request, checking the systems, doing the work, and stopping at the points where a person should decide.

TYPICALLY CONNECTS

  • Microsoft 365
  • Outlook
  • SharePoint
  • CRM
  • ERP
  • Accounting
  • Ticketing
  • Databases & REST APIs
Enquiry processingClassified, matched, routed, logged.
Lead qualificationScored against real criteria, not vibes.
Operational workflowsRetrieve, calculate, generate, notify.
Approval routingThresholds and exceptions you set.

ONE RUN, END TO END

  1. Enquiry receivedOUTLOOK
  2. Understood and classifiedAI
  3. Checked against internal systemsCRM · DB
  4. ValidatedRULES PASSED
  5. Human approvesIF OVER THRESHOLD
  6. Systems updated, employee notifiedLOGGED

03

Internal AI Assistants & Company Knowledge Systems

An assistant that answers from your approved documents rather than from general knowledge — with the source attached, and only from material that person is allowed to see.

Company assistantSIGNED IN AS OPERATIONS

What does our refund policy say about orders above the approval threshold?

Orders above the configured threshold require manager approval before the refund is issued, and the original invoice must be attached to the request.

1Refunds & Returns Policy — approval sectionSHAREPOINT
2Finance approval rulesDRIVE

2 SOURCES · 1 DOCUMENT WITHHELD BY PERMISSIONS

04

Document & Data Intelligence

Invoices, applications, quotations, contracts, forms and CVs turned into structured data — validated, flagged where uncertain, and written into the systems that need it.

ALSO USED FOR

  • Comparing document versions
  • Finding missing information
  • Extracting tables
  • Identifying clauses
  • Structured reports
Document extraction — incoming invoiceBATCH IN PROGRESS
SUPPLIERMatched to supplier recordMATCHED
INVOICE DATEDate extractedVALID
LINE ITEMSRows extractedCHECKED
PURCHASE ORDERNot found on documentFLAGGED

AUTOMATIC CHECKS COMPLETEReview the exception →

05

AI Integrations & Custom Internal Tools

The best answer is often not another standalone chatbot. It's AI inside the software your team already opens every morning — or a small internal tool built around the part that doesn't exist yet.

ENGINEERING INCLUDED

  • Frontend applications
  • Backend APIs
  • Authentication
  • Permissions
  • Queues
  • Data pipelines
  • Monitoring
  • Cloud deployment
Account view — active opportunityCRM
OPPORTUNITYProposal
LAST CONTACTRecent
STATUSIn review

AI SUMMARY · INSIDE YOUR CRM

Recent messages focus on implementation timing rather than price. The technical contact has also asked where the data will be hosted.

Suggested: send hosting one-pagerDraft follow-upCreate task

SOURCED FROM APPROVED CRM ACTIVITY

Still not sure which of these you need?

That’s what discovery is for. Describe the process as it works today and I’ll tell you which service fits — or whether you need one at all.