How we work

You decide how far to go.

Six phases, each useful on its own. Start with a free 30-minute Clarity Conversation, and stop whenever you like. There's no obligation to continue.

The process

Six phases, one step at a time

Clarity
Free
A free 30-minute Clarity Conversation about where your back office loses time, and whether we're a fit.
You get:

A clear next step, and what it costs.
Your call:

Book a Snapshot, or stop here.
Snapshot
We interview the people who do the work, on-site or remote, and use SeePEA Rootscope to show where your workflows lose the most time and money. If you go on to build, the Snapshot fee is credited toward it.
You get:

Your top three processes to automate first, a ranked view of where your time and money go, and a recommended first automation.
Your call:

Which process to prototype first.
Prototypes
Working drafts built with your own data. Your team tries them, tells us what's off, and we adjust them.
You get:

Results you can see before you commit to a build.
Your call:

Put it live, or stop here.
Production
The automation goes live in SeePEA Trellis, following your prices, policies and business rules.
You get:

Team training on SeePEA Trellis, SeePEA Rootscope and the AI basics behind them, and 90 days of support.
Review
We measure results against where you started and report what changed, including what didn't work.
Your call:

The next priorities, chosen together.
Partnership
Ongoing improvement, one workflow at a time. SeePEA Rootscope in your SeePEA Trellis account shows what to automate next.
Your call:

How far to go from here. Advisory, a trusted opinion on your AI and automation plans, is also available on its own.

Our promise

Nothing is sent, posted or paid until a person on your team clicks Approve.

Each draft appears beside the information it came from. Approve, edit or reject it.
Send drafts to one person or a shared queue. No draft gets approved twice.
Every approval is logged with who made it and when.
Automations follow your prices, policies and business rules, not guesses.

Your data stays yours. It's kept separate from every other client's, and we use it only to build and run your automations.

Partnership

The best results come from partnership. Here's what each side brings.

SeePEA brings
- Focused working sessions
- Priorities from SeePEA Rootscope
- Prototypes and live builds
- Training, support and coaching
Your team brings
- How work really happens
- Quick feedback on drafts
- One person to own it
- Daily use and new ideas

Before we start

A point person.One person on your side who owns the project and makes the calls.
Time with the people who do the work.Your ops staff know where the hours go, so we start with them.
Access to the systems involved.So prototypes run on your real data, not samples.

There's no obligation and no pressure, and you'll leave with a clear next step.