A practical delivery method for RPA and AI implementation, including agentic workflows where appropriate, connecting process discovery, solution design, governance and production support.
Review the evidence. Revisit decisions as the work evolves.
Evidence before investment
Clear decisions and ownership
Production considered from the start
Each stage answers a practical question and produces evidence to review. We agree the outputs and acceptance criteria for your engagement.
Use process discovery and automation opportunity assessment to build a baseline and prioritize the work worth investigating.
Process Discovery & Opportunity Assessment
Prioritized opportunity backlog
Process owners and the automation lead review candidate priorities, baseline evidence and unresolved questions.
For: Process owners, operations leads and automation leads
An RPA feasibility assessment tests the business case, potential value and operating cost before the next investment.
Feasibility & Business-Case Assessment
Feasibility and risk assessment
The sponsor and process owner review value and operating changes; IT and relevant control owners review feasibility and unresolved risks.
For: Business sponsor, finance, process owner, IT and security
Design the future workflow, system interfaces, human checkpoints and acceptance criteria.
Workflow Redesign & Solution Design
Target workflow and decision map
Process owners review the target workflow and approvals. Engineering and control owners review interfaces, permissions and testability.
For: Process owner, subject-matter experts, solution architect, engineering and control owners
Compare platforms and integration options against the process, constraints and support needs.
Platform & Integration Advisory
Platform and integration decision record
Architecture and platform owners review compatibility and access; procurement and operations review assumptions, entitlements and support implications.
For: Enterprise architecture, platform team, procurement, security and operations
Agree automation governance, ownership and engineering standards, with a Center of Excellence (CoE) model where needed.
CoE Governance & Operating Ownership
Ownership and approval map
Business, IT and support owners agree delivery responsibilities, release authority, escalation and the level of governance the scope needs.
For: Automation lead, process owners, IT and security, release and support owners
Build, test and release the workflow, with an agreed handover and production support model.
Implementation, Acceptance & Production Support
Release package and acceptance record
Business users accept the workflow against agreed criteria. The release owner confirms readiness, and the operating owner accepts the support handover.
For: Process owner and users, engineering, IT release owner and support team
An engagement can cover selected stages. We review existing work and agree which decisions still need validation.
Begin with process discovery and feasibility to establish the workflow, baseline and business case.
Start with discoveryReview assumptions, interfaces and acceptance criteria before agreeing the implementation scope.
Explore solution designAssess access, documentation, incidents and operating ownership before taking on support.
Explore managed supportBLUEPRINT and COMPASS can iterate together. Revisit GATE when assumptions change, and use BUILD & RUN evidence to guide the next opportunity.
Governance starts at discovery and continues through delivery and operation.
Explore the services behind the methodEstimate manual effort and potential capacity, then identify questions to explore with your team.
No email needed. Assumptions shown with your estimate.Bring the workflow and any work already completed. We’ll discuss the open questions and a suitable place to begin.
Book a strategy sessionTalk directly with an automation practitioner.
AI Engine 
