Operating outcomes
What founders, COOs and managing partners say
Each engagement is judged on whether the workflow is still running reliably six months later, and on how many hours it gave back to the team.
Out of six ideas I brought to the audit, Adele showed that three needed no AI at all, just clean webhook syncs between our TMS and our inbox, while two carrier-document checks suited structured extraction. Everything now runs in our own Azure account.
Client privilege ruled consumer chatbots out completely. Grant drafted our firm-wide AI governance policy and set strict zero-retention controls, and Jonah built a precedent search over our own redacted agreements that links every result to its source PDF.
Our inside-sales reps were re-typing part specs from 30-page PDF submittals into the ERP and missing bid cut-offs. Adele and Jonah mapped the quoting desk first, talked us out of an overpriced vendor platform and built a private extraction pipeline with a side-by-side rep check. Quote takeoff fell from 50 minutes to 7 per RFQ, and the build paid for itself in eleven weeks.
With 65 staff across five clinics, our office managers lost two hours a day to repeat questions about insurance checks and scheduling rules. Signal Loom organised our scattered SOPs into a cited internal assistant, and Simone ran a half-day workshop alongside it. New front-desk hires now get up to speed in half the time.
Six months after buying enterprise licences, fewer than four of us used them beyond polishing emails. Simone interviewed three senior project managers first and built the exercises around our own environmental site assessments and client briefs. Our most sceptical engineers became daily users because the quality checks were written into the playbook.
As a CFO I am allergic to open-ended retainers that produce nothing but colourful slide decks. Ours runs on fixed-fee sprints, candid pushback on shiny distractions and hard-dollar ROI tracking at every step, and our AP/PO variance automation came in on the exact flat budget quoted on day one.