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How it runs

Three segments, and two places to stop.

You do not need to arrive with requirements written up. We start on the assumption that they cannot be written yet.

In one sentence

A way of running the work to one standard — starting where requirements cannot yet be written, defining the process, building a structure that leaves records, and moving repeated judgements to the system.

Applies To

Who this fits

A fit

  • Operations that run, but whose procedure lives in people rather than documents
  • Local subsidiaries with a head-office system that does not match local work, where workarounds have accumulated
  • Requests scattered across email and chat, with no way to count volume or waiting time
  • The same judgement made by hand every time, where the criteria could be written down

Not a fit

  • Nobody who can spare the time to explain how the work runs
  • Rewrites of a large system several teams already depend on
  • Adopting AI without having settled what it is for
  • Day-to-day desktop support and physical infrastructure

How It Runs

Assessment, definition, build

Contract a project as one block and it becomes hard to stop even once you can see it is wrong. The work is split into three segments, and the end of each of the first two is a formal exit.

Segment 1

Assessment

2 weeks · fixed price

Current read · three bottlenecks · now / later / never

Exit 1

Segment 2

Requirement definition

Scope settled

Process definition · inputs and outputs · exception list

Exit 2

Segment 3

Build and adoption

One process

A working system · handover · failure procedure

You do not need to arrive with requirements written up. We start on the assumption that they cannot be written yet. The usual approach takes in requirements and returns them when they fall short; there is no return step here — segment 2 does that work instead.

The contract can end at either exit. Everything produced through segment 2 is left in a form another firm could pick up and use as it stands.

Deliverables

What is left behind

Each segment leaves documents in a fixed format. If the work ends midway, everything up to that point still stands — including if you take it elsewhere.

Segment 1 · Assessment

01
Current-state read
Where you sit on the two readiness axes, with the reasoning.
02
Bottleneck list
The top three, each with a count of where and how often hands are involved.
03
Now / later / never
Including what not to do, and why it is excluded.

Segment 2 · Definition

04
Process definition
Input, output, owner and completion condition, per step.
05
Exception list
Every departure from the normal path, and how each is handled.
06
Data lineage
Which source each metric is read from. This is the document that stops one number differing between screens.

Segment 3 · Build and adoption

07
Decision configuration
Thresholds and tolerances as values, not code. Changed by the owner without a developer.
08
Failure procedure
The manual path for when it stops. Written before the feature.
09
Handover
Permissions, how to change it, how to roll it back. After handover it runs without us.

Difference

Where this departs from the usual approach

The usual approachHere
RequirementsWritten and submitted by the clientAssumed absent, derived together in segment 2
If they fall shortReturned for rewritingThere is no return step — segment 2 does that work
Contract unitOne blockPer segment; the end of each of the first two is a formal exit
Stopping midwayNegotiated breakA formal exit. The deliverables remain
Automatic decisionsSwitched on in full once builtLogic fixed; only its authority moves up, in three stages
Connecting to systemsRead and write togetherThe first connection is read-only
Failure planningReviewed after the feature is doneThe manual path is written before the feature
DocumentsAssembled at project closeLeft in a fixed format at each segment

This is not a claim that the right column is better. Starting from requirements that cannot yet be written produces this order — and the cost is more time in segments 1 and 2.

Discipline

The order in which automatic decisions are switched on

“What happens when the AI gets it wrong” is the most common question. It is answered with an order, not a guarantee. The decision logic stays exactly as it is; only its authority to act moves up.

Stage 1 · Record only

The system decides and records, nothing more. Through that period its decisions sit alongside the human ones for comparison, and where they diverge the rules are corrected. Live work is unaffected.

Stage 2 · Confirm after a delay

A decision does not take effect immediately. It confirms automatically once a set interval passes, and a person can step in and stop it during that window.

Stage 3 · Immediate

Switched on once stage 1 shows sufficient agreement with human decisions and stage 2 shows interventions have all but stopped.

Where the criteria live — configuration, not code

Thresholds and tolerances are changed by the person who owns the work, without a developer. Every change carries a delay and an effective date, and before release we count how many records would come out differently. Any version can be rolled back at once.

The first connection is read-only

The first connection to a system holding core data is read-only. Every view can be built with reads alone, and that stage is where the meaning of the data is confirmed. By the time writes are needed, the system is already understood.

Before adding, look for a layer to remove

Meeting an awkward manual tool, improving that tool feels natural — and the manual work stays. Where a system already knows the state, the layer that copies it across is treated as something to remove, not improve.

One source per metric, fixed in advance

Reports and historical aggregates come from the warehouse, the state of this moment from the system of record directly, order and customer state from the CRM. Left unfixed in writing, the same metric starts showing different values on different screens.

The manual fallback comes first

For work that stops the day when it stops, the manual fallback is settled before the feature. No payment: a manual invoice. No kiosk: direct entry on the admin screen. Automation without a fallback is not an improvement — it is a new single point of failure.

Same Decision

The same judgement, four projects apart

Not declared as a principle. Recorded as decisions.

WhereWhat was done
Membership and billingFound that a billing rule contradicted the system’s own guarantee, and moved the confirmation out of the screen and up to a decision gate
Expenses and approvalAn item is not passed to approval while any exception raised in validation remains open
Voice recordsIntroduced a confidence convention so that no code could be written on top of an unverified legal fact
Decision automationSplit the authority to decide into three stages, raised only after comparison with human decisions

All four are the same judgement — do not proceed while uncertain. More precisely: build the thing that notices the uncertainty first.

Review

The review — fixed price, fixed output

What comes after depends on what is found. The review has a defined output, so its price is known before it starts.

Scope
One process · includes reading the whole flow
Duration
2 weeks
Price
Fixed, $2,400
If it leads to a build
Credited in full

The output is a read on the current state, three bottlenecks, and a do-now / do-later / do-not list. Those three remain even if you stop at the review.

Two things are needed from your side. One person who can explain how the company’s work flows end to end, and a working session with whoever owns the area that needs improvement. Without the second, the review turns into generalities.

The figures above are for a single process. Where the subject spans several functions or several sites, the review itself is priced separately — and that price is also settled before it starts.

Because it is credited in full, there is only one case in which this stage costs you anything: a review that concludes “not now.” We hold that such a conclusion is worth more than its price.

Instead of saying “it depends on the company,” we say: in this state it takes this many weeks, and one step up it would have taken this many.

What We Turn Down

Work we do not take

  • Projects where nobody can spare the time. With no one to ask, the work gets built on assumptions, and the mistake surfaces only once it is finished.
  • Rewrites of large systems several teams already depend on.
  • Staff augmentation. We build and hand over.
  • Physical infrastructure and day-to-day desktop support.
  • Adopting AI without having settled what it is for.

What changed is not how capable the tools are. It is the smallest job worth doing. Automation at a scale that used to be abandoned for want of a viable quote now finishes in weeks.

Get in touch — one question

We answer first whether this is a situation that warrants a review, or whether it is not the moment.