How We Work

We consult, we build, we hand off. The audit is free. After that, each stage is a fixed fee, and you decide at the end of each whether to continue.

The Four Stages

  1. 01

    Audit

    Free, 3 to 4 weeks

    How the work gets done today, baselines, and your Growth and AI Plan.

  2. 02

    Prove

    6 to 8 weeks

    A prototype and a measured pilot with your people.

  3. 03

    Launch

    4 to 8 weeks

    The production build, in your own systems.

  4. 04

    Own

    30 to 60 days

    A results report, then full control handed to your team.

The Four Stages in Detail

What happens at each stage, what you get, and the decision you make before anything moves forward.

  1. Stage 1: Audit

    Free, 3 to 4 weeks

    How your business runs today, and where the biggest gains are.

    We review your workflows, find where time and money are lost and take baselines of the key tasks. Then we present your Growth and AI Plan.

    You get
    • A workflow review
    • Baselines of the key tasks
    • Your Growth and AI Plan, with specific, priced recommendations
    You decide

    Choose the services you want, or stop with a clear picture.

  2. Stage 2: Prove

    6 to 8 weeks

    A working prototype, tested with your own people.

    A prototype, then a measured pilot with 5 to 15 of your people, compared against the baseline from the audit.

    You get
    • A working prototype
    • A measured pilot against the baseline
    • A named owner on your side
    You decide

    Launch, adjust, or stop. Nothing goes live without a measured pilot, a named owner and sign-off.

  3. Before launch

    Clear Rules for Your Information

    Before anything goes live, every piece of information is classified, so each tool uses only what it should.

    Green

    Public, approved content

    Use freely in approved tools.

    Yellow

    Internal, non-personal

    Approved tools only.

    Red

    Personal, contracts, financials, regulated

    Only with your explicit approval.

  4. Stage 3: Launch

    4 to 8 weeks

    The production build, in your own systems.

    We build the production version in your systems, with your governance rules in place.

    You get
    • Production tools in your accounts
    • Governance rules in place
    You decide

    Sign off on go-live.

  5. Stage 4: Own

    30 to 60 days

    A results report, then full control handed to your team.

    We report results against the baseline at 30 and 60 days after launch, then hand everything over.

    You get
    • A results report at 30 and 60 days
    • Full control handed to your team
    You decide

    Your team takes over. Care, our optional support service, keeps us on call if something breaks.

Every Project Is Measured Against a Baseline

We time the real work before anything changes, then report the same measures 30 and 60 days after launch. The measures for each project are agreed with you before the pilot.

Adoption

How many people use it each week

Efficiency

Time per task, turnaround, lead response time

Quality

Share of outputs usable with light edits, error rate

Capacity

Hours freed, cost per task

Outcome

Pipeline, win rate, bookings, revenue influenced

How We Make Decisions

The principles behind every recommendation.

  • The simplest solution that creates value wins.
  • When the real problem is a process or the data, we fix that first.
  • Everything runs in your accounts.
  • Nothing goes live without a measured pilot, a named owner and sign-off.
  • Every number is calculated, not guessed.
  • Senior people on every account, from the first meeting to handoff.

Start With a Free Audit

Every engagement starts with a free workflow and business audit. We map how the work gets done today and show you where the biggest gains are.

Carlos Casas De La Garza CEO & Founder, Crane Global Enterprises