The Automation & Implementation engagement is the hands-on build phase of the AI transition. It follows from an AI Readiness Audit and AI Transition Roadmap, or it can be scoped independently if you already have a clear picture of what needs to be built.
I design workflows that connect the tools you're using, automate the processes that are consuming time and document everything so it's repeatable and transferable to your team without needing me in the room.
I've built and audited 50+ automation workflows and I know where the complexity hides for UK advice firms — which integrations create problems downstream and how to build systems that survive the real world rather than just the demo.
Tools get purchased, workflows get sketched, and then the complexity of real-world integration, exception handling and team training means the system quietly gets abandoned — and everyone goes back to doing it manually. Implementation needs to be built for durability, not just the use case in the pitch deck.
Every workflow I build is documented, tested against edge cases and handed over with training — so your team can run it, fix it when something changes, and improve it over time without depending on me as a single point of failure.
We map the exact workflow to be built — the trigger, the steps, the integrations, the exception cases and the success criteria. Nothing gets built until we've agreed on what 'done' looks like.
I build the workflow in the tools you're using — tested against real data, real edge cases and the actual conditions your team will operate in, not the clean-data scenario from the planning session.
Every workflow comes with written documentation — how it works, what to do when it breaks, how to adjust it as your processes evolve. Your team is trained before handover, not after.
Once live, I provide a support window for the first few weeks — catching issues that only show up in real-world operation. After that, your team owns it and can run it independently.
A defined scope, a fixed timeline, a clear deliverable. Best when you have a specific workflow or set of workflows to build and a clear picture of what you need.
We work through your AI Transition Roadmap phase by phase — building each component in sequence, measuring results and adjusting before moving to the next phase.
Ongoing access to my time for workflow design, troubleshooting, tool changes and optimisation as your firm evolves. A small number of slots available at any time.
Whether you have a clear brief already or you're still working out what you need, the first conversation is a genuine discussion — not a pitch. I'll tell you honestly what I think and what makes sense as a starting point.