The Process
From First Conversation to
Running Automation
A proven process that delivers working automation in under 2 weeks.
Stack Discovery Call (Day 1)
We map your full tool stack: PSA, RMM, documentation, licensing, privileged access, identity. We identify API availability, authentication methods, and rate limits for each platform.
What we assess
- API availability
- Authentication methods
- Rate limits
- Webhook support
- Sandbox / test tenant access
Pain Point Prioritization (Days 2–3)
We rank your manual workflows by time cost and error rate. Together we pick 1–2 workflows for the prototype. Typical targets: user onboarding, offboarding, or license reconciliation.
Typical first automations
- User onboarding
- User offboarding
- License reconciliation
Working Prototype (Days 4–10)
We connect to your real APIs (sandbox or test tenant) and deliver a working automation that actually runs against your data. Not mockups — real API calls, real results.
What you get
Working code against your real environment, not slides or diagrams.
Automation Roadmap Delivery (Days 10–14)
We present the working prototype plus a prioritized roadmap of all workflows that can be automated in your stack. This becomes the initial backlog for the Build phase.
Deliverables
- Working prototype
- Prioritized automation roadmap
- Architecture documentation
Next Steps
After the Discovery Sprint
The Sprint gives you a working prototype and a prioritized roadmap. From there, you decide your path — no pressure either way.
Ready to go?
Start an Automation Build subscription and we begin executing the roadmap — one or two new workflows every month until your stack is fully automated.
Need to think?
No pressure. The prototype and roadmap are yours to keep regardless of what you decide next. When you're ready, we're here.
Ready to see what your stack can do?
Start with an Automation Discovery Sprint. Working automation in under 2 weeks, starting at $2,500.