Stage 2: Build
The assessment found the work. Now someone has to build it.
Our business analysts, forward-deployed engineers and AI specialists, led by a Portfolio Success Partner and a Delivery Lead, embed with your company to build the first workflow: software runs it, your people review the exceptions. The people who design it are the people who ship it.
- days to the first production workflow
- 100
- months for a full Build
- 3 to 6
- back-office functions
- 5
- starting investment
- $75K
Azure
Build is the stage that moves your P&L. The Assess readout scopes it, and the first workflow is live by day 100.
The back-office functions where AI pays back fastest.
The workflows that drive cost, touch every transaction and carry the most manual work.
Finance and accounting
Automated reconciliation, AP and AR processing, anomaly detection, real-time cash flow visibility. The workflows that touch every dollar in the business.
Procurement and supply chain
Vendor selection, demand forecasting, automated PO processing, contract analysis. Lower cost of goods, better working capital.
HR and people operations
Onboarding, benefits administration, compliance document processing. Less administrative load on teams that are already stretched.
IT operations
Ticket routing and resolution, infrastructure monitoring, security event triage. Systems keep running without headcount growing to match.
Customer operations
Case routing, response drafting, SLA monitoring, churn prediction. Better retention, lower cost to serve.
From roadmap to production in 3 to 6 months.
Four steps, one pod, no hand-off between the people who design it and the people who ship it.
- Step 1
Scope and architecture
Define the target workflows, design the architecture, and fit the pod to your team and systems.
- Step 2
Build and integrate
Production agents (software that runs a whole workflow, with a person reviewing exceptions) and automations wired into your ERP, CRM, HRIS and operational systems.
- Step 3
Deploy and measure
Ship to production, set the baseline, and measure the EBITDA impact against it.
- Step 4
Optimize and hand off
Tune performance, train your team, and document the playbook so the next company starts ahead.
A senior team that embeds with yours.
Every Build is staffed with dedicated senior people, not a pyramid of junior associates billing hours while they learn your business.
- Strategy and alignment
Portfolio Success Partner
Your single point of contact across the operating partner, company leadership and the technical team.
- Board and operating review reporting
- Change management and adoption
- Stakeholder communication
- Value creation plan alignment
- Architecture and design
Delivery Lead
The senior architect who owns the technical vision and turns business priorities into production systems.
- Process audit and workflow mapping
- Data model and system design
- Technical quality and governance
- Success metric definition
- Build and ship
Implementors
Engineers who ship with agents, not around them. They write the code, build the automations and integrate with your systems, scaled to the scope.
- Production code and automation
- System integration and testing
- Model and agent deployment
- Claude, Databricks and your enterprise tools
$75K to $350K
Depending on scope, data readiness and rollout pace.
Milestone billing. You pay for progress, not hours.
Tie a portion of the fee to measurable savings or EBITDA improvement. Our upside is your upside.
Frequently asked questions
A 3 to 6 month engagement where a dedicated senior pod embeds with your company to architect, build, deploy and measure AI in your operations. The first workflow is live by day 100.
Finance and accounting, procurement and supply chain, HR and people operations, IT operations, and customer operations: where mid-market companies see the fastest payback.
$75K to $350K per engagement, depending on scope, data readiness and rollout pace. Milestone billing: you pay for progress, not hours, with optional outcome bonuses.