From Overwhelmed to Optimized
Here's exactly how we build your custom augmentation tool and integrate it into your workflow.
Every solution comes with quiet upskilling, so your team owns the tools. We teach analysts, PMs, and leaders to wield data like pros.
Week 1
Discovery
Weeks 2-3
Build
Week 4
Refinement
Handoff
Complete
Most businesses are up and running within 30 days. Timeline varies based on complexity and data source integrations.
What You Get
A practical system your team can use immediately, plus the confidence to improve it over time.
A System That Fits
Built around your real workflow, not a generic template. Fewer handoffs. Less rework. More consistency.
Reliable Automations
Clear inputs and outputs, with guardrails so the system stays helpful even as your business changes.
Handoff + Upskilling
Your team learns how it works, how to maintain it, and how to evolve it, so you stay in control.
The outcome:
Less busywork, faster delivery, and 15-20 hours returned to your team each week.
Phase 1: Discovery (Week 1)
What Happens:
We dive deep into your current workflow, systems, and expectations. We map each step, identify bottlenecks, and understand where the work slows down.
What We Need From You:
Access to the tools you use today and the people closest to the process. We’ll need about 2-3 hours for interviews and workflow mapping.
Outcome:
A clear blueprint for your system: what gets automated, what stays human, and how the pieces connect.
Phase 2: Build (Weeks 2-3)
What Happens:
We build your system using proven platforms and integrations. This includes wiring data and workflows, adding automation steps, and shaping outputs your team can use.
What We Need From You:
Access to the systems we’re connecting and quick feedback on early versions. We’ll share progress and iterate fast.
Outcome:
A working system that removes repetitive steps, standardizes outputs, and frees your team to focus on higher-leverage work.
Phase 3: Refinement (Week 4)
What Happens:
We test the tool with real data and refine the insights based on your feedback. We optimize performance, adjust templates, and ensure everything works seamlessly with your workflow.
What We Need From You:
Testing with your actual client data and feedback on output quality. We'll iterate quickly based on your suggestions to ensure the tool meets your exact needs.
Outcome:
A polished, production-ready tool that delivers exactly the insights and reports your clients need, with quality validation workflows to ensure accuracy.
Phase 4: Handoff
What Happens:
We provide complete documentation, training sessions for your team, and transfer full ownership of the tool. You'll have everything you need to manage and modify the system independently.
What We Need From You:
Participation in training sessions and confirmation that your team can operate the tool independently. We'll schedule follow-up check-ins to ensure everything is working smoothly.
Outcome:
Complete independence with your custom tool, plus optional ongoing support packages if you choose to maintain a relationship for future enhancements or modifications.
What's Included
Automated data integration with your databases
Deep insight generation trained on your brand voice and methodology
Customizable output templates that match how your team communicates
Quality checks so your team can review before anything goes out
Complete documentation and training for your team
Full ownership, with a system your team can operate and improve
Optional ongoing support if you want a long-term partner
FAQ
How technical does my team need to be?
Absolutely. Thousands of leaders and analysts, including many self-confessed ‘not techies’, have become confident power users through our tools and training. We guide every team to take full ownership, no jargon required.
What if our data sources change?
We build flexible integrations that can adapt to new data sources. Since you own the tool, you can modify integrations yourself or we can help with updates as part of ongoing support.
Can we customize the insights after you build it?
Absolutely. The system is designed to be modified by your team. We provide documentation and training on how to adjust logic, add new metrics, and update templates.
What happens if we don't like the results?
We work iteratively throughout the build process to ensure you're happy with the output. If something isn't working as expected, we refine it during the refinement phase at no additional cost.
How does this compare to hiring a full-time developer?
Much faster. A full-time developer often takes 3-6 months to ship something similar and still needs ongoing management. We deliver a complete, usable system in 30 days.