Transform One Critical Workflow Area in 90 Days or Less

Redesign and automate one high-impact workflow area in 90 days. Eliminate manual work, speed up approvals, and deliver measurable ROI.

The Problem

Big transformations fail when scope is unclear.

Most automation initiatives fail because they try to automate everything at once, lack clear ownership, or underestimate complexity.

Why they fail:

They try to automate everything at once, lack clear ownership, underestimate complexity, and automate broken processes.

The 90-Day Transformation Program is designed to:

The 90-Day Transformation Program focuses on one workflow area, delivers visible results quickly, proves value before scaling, minimizes operational risk, and builds confidence across the organization.

"This is not an experiment. It is a controlled transformation with a defined outcome."

Who This Program Is For

Built for leaders who need results, not roadmaps.

Want fast, measurable efficiency gains
Are under pressure to improve operations
Struggle with manual, error-prone workflows
Need better approval and control mechanisms
Want to introduce AI safely
Need proof before expanding automation

Typical Buyers Include

CFOs & ControllersCOOs & Heads of OpsFinance LeadersHR LeadersPE Operating Partners

What We Transform in 90 Days

One workflow area. End to end. Done properly.

Finance

Accounts payable, invoice processing, PO approvals, expense validation.

Operations

Request flows, escalations, SOP enforcement, handoffs.

HR

Onboarding, offboarding, document collection, approvals.

Reporting

Data collection, validation, summarization, distribution.

Sales Operations

Lead intake, routing, qualification, follow-up SLAs, handoff workflows.

Private Equity Solutions

Standardize finance workflows, operations consistency, HR process alignment.

We help you select the area with the highest ROI and lowest risk based on Discovery.

A Structured Transformation, Not Ad-Hoc Automation

We follow a rigorous three-phase process to ensure success and adoption.

Phase 1 — Redesign (Weeks 1–3)

We redesign the workflow using clear, logic-first steps, define approvals, identify AI value, and agree on success metrics.

Outcome: A redesigned workflow everyone aligns on.
1

Phase 2 — Build (Weeks 4–8)

We implement automated execution, AI assistance, human approvals, system integrations, and exception paths.

Outcome: A working automated workflow, tested and validated.
2

Phase 3 — Deploy & Stabilize (Weeks 9–12)

We prepare your team with controlled rollout, training, monitoring, and final validation.

Outcome: A live, reliable workflow in daily use.
3

What You Receive

This is not a prototype. This is operational change.

A fully redesigned workflow
A live automated execution
Defined approval & escalation logic
Integration with existing systems
Clear ownership & accountability
Measurable performance improvements
Documentation & handover
A workflow your team can trust

Measured Outcomes, Not Promises

20–40%

Reduction in manual workload

3–10×

Faster approval cycles

80%

Fewer process errors

Common Questions

Is 90 days realistic?

Yes, because we focus on one workflow area and follow a proven method.

Do we need to change our systems?

No. We work with your existing ERP, CRM, and tools.

Is AI required?

No. AI is used only where it adds value and safety is assured.

What if our workflows are messy?

That is exactly what this program is designed to fix.

Ready to Transform?

Confirm fit, scope, and ROI potential with a workflow assessment.