Client Process Automation Build (10-15 days)
A fixed-scope engagement that takes three to five validated client processes from documented manual steps to monitored, owned event-driven workflows, with exception paths and a handover pack the client can actually run. Time: 10-15 days.
By InnovaAI ResearchPublished
How do you implement it?
Client Process Automation Build (10-15 days)
A fixed-scope engagement that takes three to five validated client processes from documented manual steps to monitored, owned event-driven workflows, with exception paths and a handover pack the client can actually run.
- A signed process inventory listing current volume per task and the hourly cost of the people doing it Named client owner for each candidate process plus an escalation contact for exceptions Read-only or sandbox credentials for every system the workflows will touch Agreed definition of what counts as a failure (missed run, wrong record, silent drop) before build starts
- 1.Walk through each candidate process with the person who runs it today
- 2.Record step counts, handoffs, and where work currently stalls
- 3.Log volume per week and the loaded hourly cost of each step
- 1.Score candidates on volume, error cost, exception frequency, and monitoring burden
- 2.Drop any process whose exceptions outnumber its clean runs
- 3.Confirm the shortlist with the client owner and lock scope in writing
- 1.Map triggers, actions, and data fields for the first workflow on paper
- 2.Identify every branch where a human must approve or correct output
- 3.Document platform limits that could break the design at current volume
- 1.Build the first workflow in the chosen platform against sandbox data
- 2.Wire in the approval step and the failure notification channel
- 3.Test with last month's real records, not synthetic samples
- 1.Run the first workflow in parallel with the manual process
- 2.Compare outputs record by record and log every mismatch
- 3.Fix field mapping errors before adding a second workflow
- 1.Build workflows two and three using the same error-handling pattern
- 2.Add retry logic and a dead-letter destination for failed runs
- 3.Set alert thresholds so silent failures surface within one hour
- 1.Load-test each workflow at 2x current volume
- 2.Confirm the platform plan covers the projected task count for twelve months
- 3.Document the cost step where overage would begin
- 1.Draft the exception runbook: what breaks, who is paged, what they do
- 2.Record a short walkthrough of each workflow for the client team
- 3.Write the rollback procedure for each workflow
- 1.Hand the runbook to the client owner and watch them resolve a simulated failure
- 2.Note every question they ask and patch the documentation
- 3.Confirm the client can pause a workflow without calling the agency
- 1.Cut over from parallel running to live for workflows one through three
- 2.Monitor the first full business day of runs
- 3.Log time saved per process against the day-one baseline
- 1.Build the fourth and fifth workflows if scope allows, otherwise close at three
- 2.Add a weekly digest of run counts, failures, and manual interventions
- 3.Set the maintenance cadence and response window in the retainer terms
- 1.Deliver the handover pack and the measured time-savings report
- 2.Walk the client through the process inventory for future expansion candidates
- 3.Agree which additional workflows get quoted next quarter
Pricing holds because the deliverable is a measured reduction in hours per week, not a licence resale: a five-workflow build that removes 30 hours of manual handling per month at a $45 loaded rate returns roughly $16,200 a year against a mid five-figure build. The maintenance retainer is defensible because workflows decay when client systems change their APIs or field names, and the agency is the party watching for that. Expansion revenue comes from the client's own process inventory, so each additional workflow is quoted from documented volume rather than a hopeful upsell.
- A scored process inventory with volume, error cost, and exception paths per candidate Workflow build files plus a written architecture note covering triggers, branches, and platform limits An exception runbook naming who is paged, what they check, and how to roll back A measured time-savings report comparing baseline hours against post-launch hours A twelve-month platform cost projection including overage thresholds
Every in-scope workflow has run live for five consecutive business days with a logged failure rate, a client-named owner who has resolved at least one simulated exception unaided, and a signed handover pack.