My process
A process-first method, applied consistently
Five stages, always in this order. Automation only happens once the work is understood and measured well enough to know it's worth automating.
- 01
Discover
Understand and map how the work actually moves.
I start with the people doing the work and reconstruct the process step by step: who handles what, which systems are involved, where information changes hands, and which workarounds matter in practice.
The goal is a current-state map people recognise. If the map does not match reality, it gets corrected before moving on.
- 02
Measure
Verify whether the friction is commercially worth solving.
Not every manual step is a problem. I test frequency, labour time, delays, error or rework risk, and the value of the outcome before calling something a money leak.
This is also where hypotheses stay hypotheses until there is evidence. If the likely value does not justify a build, that should be clear early.
- 03
Design
Choose the simplest reliable way to improve the process.
I prefer deterministic rules, integrations and database logic when the work is predictable. AI is introduced only where it adds useful judgement that normal rules cannot provide reliably.
You see the proposed flow, assumptions, failure points and reasoning before implementation starts.
- 04
Automate
Build against the real systems with reliability in mind.
Implementation connects the systems and data the process actually uses, with checkpoints instead of a single handover at the end.
Error handling, logging and monitoring are designed alongside the workflow so problems can be diagnosed rather than hidden.
- 05
Verify
Prove the workflow works and check whether it delivered the intended value.
The finished workflow is tested under realistic conditions, including failure paths and handoffs that could otherwise be missed.
The result is compared with the original problem: did the manual effort, delay, error risk or visibility issue actually improve? Ongoing monitoring is then scoped to what was built.
Ready to find out where your process is leaking?
A process review starts with discovery, exactly as described above — no commitment to build anything until it's worth it.