Turn one agreed process into a working route through people and software.
I build the process, test the cases that could break it and put it into normal use with a clear care boundary.
The process is understood. It still depends on somebody moving every piece by hand.
The team knows what should happen after a client says yes. The details still travel through inboxes, copied fields and personal reminders. A missed step appears days later as a customer question.
A Process Build replaces that private chain with one observable working loop. The owner still approves the promise or exception. Preparation, movement and follow-up no longer wait in their head.
Processes with this shape
- Prepare a complete case for owner approval
- Move approved details into delivery and finance tools
- Create tasks, documents and customer updates from one source
- Surface missing information before work starts
- Record completion and route failures to a named person
The process brings the complete case to your decision, then moves again.
This representative client request shows the split between judgement and routine movement. Your process will follow its own rules.
Example: a new client request
The system prepares the case. You enter once, at the decision that needs you.
- ProcessRequest arrives
The customer gives the information the process needs.
- ProcessCase is prepared
Records, dates and missing details are handled before your attention is needed.
- YouYou decide
The commercial or expert judgement stays with you.
- ProcessWork continues
The approved answer triggers the right tasks, messages and handoff.
- ProcessExceptions surface
A failed or unusual case becomes visible instead of disappearing into a tool.
What has to be settled before this goes live
Controls in the design
- One approved source for client, commercial, and delivery information
- A person reviews missing information and unusual commercial terms
- Duplicate submissions cannot create a second live onboarding record
- Failed steps enter a visible exception queue with an owner and recovery action
- Completion is recorded only after the delivery owner receives a complete starting state
Cases that must pass
- A complete ordinary case
- A required field is missing
- The same confirmation arrives twice
- An approval is late or declined
- A connected tool is unavailable and the case must resume safely
When this engagement fits
The repeated work should already be real enough to examine.
- The result and process boundary are understood
- A repeated handoff slows delivery or creates missed work
- The same information moves through several tools
- You need a working process, not another document
How the engagement moves
Most bounded Builds are measured in weeks. Integration access, data risk and exception count set the actual plan.
Prepare access
I confirm accounts, data boundaries, decisions and the exact version being built.
Build the loop
The process takes shape in working pieces, beginning with one complete case.
Exercise the failures
I test missing fields, duplicates, delays, provider errors and safe restart with your real cases.
Put it into work
Real cases run with visible completion, recovery notes and paid Process Care active from launch.
What leaves the engagement
Each item has a use after the conversation ends. The proposal turns it into a specific delivery and acceptance condition.
- The working process, templates and automations
- Visible checks, handoffs and exception routes
- Tests for ordinary, incomplete, duplicate and failed cases
- Operating and recovery notes in plain language
- The agreed Ongoing Process Care boundary for launch
Fee, pace and additions stay explicit
- Typical fee
- €4,500–€12,000 fixed engagement
- Pace
- Most bounded Builds are measured in weeks. Integration access, data risk and exception count set the actual plan.
- Provider costs
- Licences, hosting and usage charges stay visible and are paid directly by you where possible.
- New additions
- A new rule, branch, integration, process or feature is a separate engagement.
Recurring paid Ongoing Process Care begins at launch and is priced separately from the fixed Build.
What I need, and what counts as done
From you
- An agreed process and someone who can settle business decisions
- Access to the relevant accounts and representative test data
- People who can run a real case before launch
- Timely answers when an exception changes the customer promise
Acceptance
- The ordinary case completes from start to finish
- Missing, duplicate, delayed and failed cases have safe routes
- Completion and failure are visible to the right person
- The care boundary is written down before the process goes live
The fee covers one agreed process. A new business rule, integration, feature, process branch or different workflow is a new engagement. Provider licences and usage charges are paid directly by the client.
Where this sits in the service path
- Free starting pointOwner Work Audit
- BlueprintSystemisation Blueprint
- BuildProcess Build
- Process careOngoing Process Care