Workflow mapping
Observe one recurring process and identify inputs, decisions, exceptions, custody, review, and final authority.
Leaves behind
A workflow map, issue register, authority matrix, and recommendation on whether AI belongs in the process.
Secondary focused work
Workflow implementation projects.
Survey. Prove. Install. Tend. For a defined implementation project, each stage produces something useful on its own and narrows the risk of the next investment.
A project is scoped after an AI Assessment has mapped the workflow, so the build starts from what the work actually does rather than from a guess.
The shape of the work
How it works
- One bounded processMap, prove, install, or refine one workflow with an explicit hand-off.
- Stop points that holdExplicit stop points, fallback behavior, and documented limitations.
- Yours at the endThe working system, ordinary source files where applicable, and an operating manual.
Who it fits
A team whose problem and ownership boundary are clear enough for a discrete project.
This is secondary to the assessment, and it is scoped only when it fits the actual workflow.
If the shape of the work is still unclear, the assessment is the cheaper and more honest first move: it can end in a stop decision, and that is a valid outcome.
Taking the mundane parts off a plate gives someone back the job they were hired for. The decisions do not move.
Scope and deliverables
What each stage leaves behind.
Four stages, each with its own record, so the next investment is a decision rather than a commitment already made.
Controlled prototype
Build the smallest working path with sample or appropriately handled data, explicit stop points, and fallback behavior.
Leaves behind
A testable prototype, scenario set, review checklist, and documented limitations.
Implementation
Fit the proven workflow to the chosen environment and train the people responsible for operating it.
Leaves behind
The working system, ordinary source files where applicable, an operating manual, and a hand-off session.
Review and refinement
Inspect actual use, edge cases, and tool changes without quietly expanding the workflow's authority.
Leaves behind
An updated runbook, change record, and a decision on what to keep, modify, or retire.
A project can stop after any useful stage. The files, decisions, and operating map remain yours. An illustrative month-end reporting example shows what a small first stage can look like.
Where the line sits
Your people keep the judgment calls.
Agree the boundary
Before work begins, the client and rTech document the operating conditions for the specific engagement.
Keep the control points visible
Custody, review, and final authority are named in the survey and carried through the build.
Your accounts stay yours
rTech does not hold your API keys and does not take over your billing. You retain ownership of your own accounts, credentials, and AI setup.
Release stays human
rTech implements workflow and technology. Your business decides what goes out and whether any output is fit for use.
How-to guides
Common work to take off your team's plate.
- How to Automate Follow-Up Emails So No Reply SlipsSort the inbox by what is waiting on you and how long, so promised replies stop lapsing.
- How to Automate Quotes for a Small BusinessSplit a quote into its parts so your rates and hard-won exclusions never get dropped under time pressure.
- How to Organize Receipts Without Losing a WeekendKeep the receipt image as the evidence, and mark an ambiguous digit as ambiguous rather than guessed.
- How to Take Meeting Notes That Get Things DoneLeave every meeting with decisions stated plainly and one named owner per action, not just a transcript.
- Month-End Reporting: How to Stop It Eating Two DaysTake the export-wrangling and retyping off your plate so the time goes to judgment and the written summary.
- Document Automation: Stop Drafting From Last MonthKeep the approved base document separate from each month's details, so a stale value cannot ride along.
Price
Scoped and quoted after the assessment.
There is no list price for a project. It is scoped per engagement by the number of workflows, systems, and control points involved.
The AI Assessment is $2,000 flat and comes first. If what you need is ongoing tending rather than a build, AI Concierge is the recurring path; if a narrower tool fits, start from a workflow kit such as the AI Marketing Panel.
Related