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Custom AI & Workflow Automation

Bespoke AI applications and automation that turn slow, manual, repetitive work into systems that run themselves.

Overview

We build custom AI applications and automation around your hardest manual processes, document extraction, data entry, reconciliation, and routing, so your team spends its time on judgment, not keystrokes.

From intelligent document processing on Azure to end-to-end workflow automation, we design, build, and run solutions that multiply your team output and remove the friction that caps your growth.

How We Work

1

Find the leverage

We map your manual workflows and pick the ones where automation pays for itself fastest.

2

Build and prove

We build a working proof of concept against your real data, then harden it into a production tool.

3

Scale and support

We roll it out, train the team, and keep improving accuracy and coverage as volumes grow.

What's Included

Intelligent document processing

AI that extracts structured data from your documents with confidence scoring.

Workflow automation

End-to-end automation that removes handoffs and manual steps.

Custom applications

Purpose-built tools that fit your process instead of forcing you to fit theirs.

Human-in-the-loop review

Review and voting tools so people stay in control of what matters.

Dashboards and control towers

Visibility into throughput, accuracy, and quality as automation runs.

Phased delivery

A fixed-fee proof of concept first, then a managed path to production scale.

Implementation Options

Three ways to start, depending on how much certainty you want before you commit. Estimates and rates are quoted in your proposal.

T&M Implementation

Details
  • The full implementation on time and materials, billed to actual hours as consumed
  • A written estimate up front, revisited at every phase gate
  • Design and build run in parallel: the blueprint evolves while early phases are already being delivered
  • Scope stays flexible, with changes approved through a written change order
Best fit for
  • Simpler footprints with a clear picture of their requirements
  • Teams comfortable steering scope as the work unfolds

Fixed-Fee Discovery & Design

Details
  • The first phase of a full implementation, run as a standalone engagement with its own deliverables (we call it Phase 0)
  • Current state documented, future state designed, and the implementation blueprint delivered
  • A fixed-fee implementation proposal, priced against confirmed scope
  • Deliverables are platform-agnostic, not tied to Microsoft or to us, and detailed enough for any qualified partner to quote a fixed fee
  • The fee is credited in full toward the implementation if you proceed with us within three months
Best fit for
  • Complex or unclear scope, where guessing is expensive
  • Boards and leadership teams that prefer the certainty of a detailed roadmap and fixed-fee scope before implementation kicks off
Learn more about Phase 0

Fixed-Fee Implementation

Details
  • Follows a completed Discovery & Design engagement
  • The implementation at a fixed price, quoted against the scope confirmed in discovery and design
  • Milestone billing tied to deliverables you can verify
  • Change orders only when the scope itself changes
Best fit for
  • Budget certainty required before kickoff
  • Regulated or board-governed purchases

Support & Training Options

Automation only pays for itself while it keeps running. Decide who watches it. Flat-fee plans run on a rolling 90-day commitment; T&M carries none.

T&M support

Details
  • Fixes and changes billed hourly, as requested
  • Escalation to the team that built your automations
  • New automation ideas scoped in writing before work starts
Best fit for
  • Teams with a maker or admin who owns the day to day
  • A small number of stable, low-risk automations

Flat-fee automation support

Details
  • Reduced professional services rates for your implementation
  • SLA-backed support during business hours
  • Monitoring so failed runs get caught by us, and never by your customers
  • Minor changes as your process evolves
  • Training for new staff who inherit the tools
Best fit for
  • Automations sitting in revenue-critical or compliance-critical paths
  • Teams that want to keep building without keeping a developer

Fully managed automation & IT

Everything in the flat-fee automation support option, plus managed IT services:

  • Our lowest professional services rates for your implementation, as part of a holistic ongoing engagement
  • Microsoft 365 administration
  • Endpoint monitoring, patching, and security configuration
  • Security monitoring, threat response, and email security
  • IT vendor and license management
  • vCIO strategic advisory
  • Helpdesk and level 1, 2, and 3 support for staff
  • SLA on system-blocking issues
Best fit for
  • Companies that want one partner across automation and general IT

Who This Is For, and Who It Is Not

A strong fit if

  • A team spends the better part of a day each week keying data out of documents and into a system.
  • You have a process that is high volume, repetitive, and precisely defined, and it has outgrown the people running it.
  • Off-the-shelf software covers most of what you need, and the gap is where the manual work piles up.
  • Accuracy matters enough that a person needs to review what the automation produces before it counts.
  • You want a proof of concept on one real workflow before committing to a build.

A poor fit if

  • The process changes every few weeks. Automation pays for itself through repetition, so a moving target rarely earns it.
  • It is a one-time cleanup or migration. A script is the proportionate answer there.
  • Power Automate or Power Apps already cover the need. Those are the lighter build, and we start there when they fit.

Frequently Asked Questions

All questions
What is Custom AI & Workflow Automation?

This is AI built around your specific bottleneck: document intake, classification, drafting, data extraction, the handoffs between systems that eat hours every week. We scope one painful process and rebuild it as software. One common shape: a document-extraction pipeline built on Azure AI Document Intelligence.

How is this different from off-the-shelf AI tools, or hiring developers?

Off-the-shelf AI tools are generic by design; your bottleneck usually is not. Compared to hiring developers, you get a senior team that has built these systems before, for the duration of the build, without adding permanent headcount.

Which processes are good candidates for custom AI, and which are not?

Good candidates are high-volume, rules-describable, and painful: hundreds of documents a week, a re-keying step everyone hates, an intake queue that eats a person. If you can describe the rules, the work can usually be automated. One-off tasks, judgment calls, and processes that change every month automate badly, and if the volume will not repay the build, the ballpark stage will show it.

Will Copilot or AI expose our data?

Only if it is rolled out carelessly. AI tools surface whatever the signed-in person can already access, so oversharing that was invisible in file shares becomes very visible in answers. We fix permissions and governance first, then turn on AI, in that order.

What does an implementation cost, and when do we find out?

Early, on purpose. After discovery we put a ballpark scope and budget in front of you, with no signature expected, so both sides know the shape of the project early. After design, pricing becomes a fixed scope. We present two structures side by side, a straight hourly project and the same scope amortized monthly with support included, so you can show leadership the difference and defend the choice.

What happens after go-live?

Thirty days of hypercare are built into every implementation, then you move to the support option you chose. Expect a response within a couple of hours, usually a live screen share, and sessions that double as training. Heavy investment in training and cutover means post-go-live questions skew toward how-do-I rather than break-fix.

How do you handle training?

Role-based and timed close to go-live so it sticks: finance, operations, and quality each learn their own workflows, in your system with your data. After go-live, support sessions run as live screen shares that double as training, and flat-fee plans include training for new hires and on each Microsoft release wave.

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