Business Process Automation (BPA)

Three ways to start automating.

An assessment to find the opportunity, a sprint to prove it works, and an operations program to scale it across your business.

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We have a process

Most automation fails because someone bought software before anyone understood the work. We do it the other way round. Start small, see it pay off, then scale. Here are the three ways to begin.

Phase 1 · Assessment

AI Automation & Business Process Assessment

Discover where AI and automation will deliver the highest ROI.

Every successful automation project begins with understanding your business. During this collaborative assessment, we'll analyze your current workflows, identify repetitive manual processes, uncover automation opportunities, and estimate the potential return on investment before any implementation begins.

What's Included:

  • 60–90 minute business process discovery session
  • Review of current workflows and operational bottlenecks
  • Identification of high-impact AI and automation opportunities
  • ROI analysis and implementation recommendations

Ideal For

Business owners and operations leaders who want a clear strategy before investing in AI.

Starting at$500The first 30 minutes are free. Anything past that starts at $500 for the hour and billed per 30-minutes.

Phase 2 · Workflow Automation Sprint

Automate one business process in as little as 2–4 weeks.

Need to eliminate repetitive work quickly? Our Automation Sprint focuses on a single high-value process, delivering measurable results fast without requiring a large digital transformation project.

Common Projects

  • AI-powered lead qualification
  • Customer inquiry and email automation
  • Document and PDF processing
  • Invoice and order workflows
  • Appointment scheduling

Business Outcomes

  • Reduce manual work by up to 80%
  • Faster response times
  • Fewer human errors
  • Improved employee productivity
  • Immediate operational efficiency gains
Starting at$2,500–$8,000One process, fixed scope, live in 2–4 weeks.

Phase 3 · AI Operations Optimization Package

Transform your business with connected AI workflows and intelligent automation.

For organizations ready to modernize operations, we design and implement a comprehensive AI automation strategy that connects your systems, streamlines workflows, and empowers your team with AI assistants.

Typical Engagement Includes

  • Multiple workflow automations
  • AI-powered business assistants
  • Cross-system integrations
  • Executive reporting dashboards
  • Knowledge management and internal AI assistants
  • Ongoing optimization and continuous improvement

Business Outcomes

  • Connected business processes
  • Significant time and cost savings
  • Improved operational visibility
  • Scalable automation platform
  • AI-enabled workforce productivity
Starting at$10,000–$25,000Phased, with each phase priced before it starts.
The work

What happens once we start

Whichever phase you begin with, the work moves through the same four areas. We go in this order on purpose: understand the work before touching it, connect the systems before automating them, and let a person handle the judgement calls.

Discovery→ Integration→ Automation→ Assistants

Process discovery

A morning where the work happens, mapping what actually occurs including the workarounds nobody documented. You get the map and the cost of each step.

System integration

Practice management software, CRM, accounting package and inbox stop being separate islands. Data moves once, correctly, without a human retyping it.

Workflow automation

Intake, routing, follow-up and reminders run themselves. Exceptions escalate to a person, so staff handle judgement calls instead of keystrokes.

AI assistants

Answering, qualifying and scheduling around the clock in your voice and your policies. The after-hours caller gets booked instead of reaching voicemail.

Find out where automation pays off for your business

Where a project lands in its range depends on how many systems have to talk to each other and how much of your process is undocumented. Scope and price are fixed in writing before work starts.

Start with a free 30-minute assessment