[H] How we workDiscover. Assess. Prototype. Validate. Implement.
The scope changes. The order doesn't.
Five stages, each one a gate. A first conversation doesn't commit you to a build, and a working prototype doesn't mean an automatic go-live.
[04]How we work
From first conversation to controlled rollout, in five stages.
Each stage is a gate. Feasibility and your approval decide whether we move on, and not every engagement should reach production.
- Discover: Understand the work as it really happens. We look at the workflow with the people who run it: where information comes from, who handles it, what goes wrong and what that costs the business. Gate: Is there a repeated problem worth solving?
- Assess: Check what's possible before promising it. Input formats, existing tools, ERP or OMS edition, APIs, permissions and test access are checked, along with what your current software already does. Gate: A feasible path, with its limits written down.
- Prototype: Build it where nothing real can break. A tightly scoped workflow is built in a safe environment, using synthetic or authorised test data, with review steps in place from the start. Gate: It works on test data, without live access.
- Validate: Test the awkward cases, not just the happy path. Edge cases, exceptions, duplicates, error recovery and human review are tested against acceptance criteria agreed with you. Gate: Agreed criteria met, and signed off by you.
- Implement: Introduce it carefully, then support it. Where feasible and approved, the workflow goes live under controlled conditions, with documentation, training, monitoring and a manual fallback. Support is scoped in advance. Gate: Live only with your approval, and a way back to manual.
[06]Who it's for
Built for distributors doing more manual handling than they should need.
A good fit if
- You're a UK wholesaler or distributor with repetitive admin around orders, documents or data entry.
- Information moves between inboxes, spreadsheets, PDFs and your ERP or OMS, mostly by hand.
- Someone clearly owns the process, and you're willing to look at how it works today.
- You can grant appropriate access for testable automation, starting in a test environment.
Probably not a fit if
- You want automation without first checking whether the process itself works.
- You expect AI to make unsupervised commercial decisions, or guaranteed compatibility with any ERP.
- You need an ERP replacement, extensive custom ERP development or 24/7 support.
- Your ERP or an existing tool already handles the workflow well. Then it may not need us.
[09]Next step
Let's find the work worth automating.
Start with a conversation about the repetitive work in your operation: where it sits, what it costs and what your systems allow. You'll leave with a clearer view of what's worth doing, whether or not we work together.