Strategy
Shawn Mahdavi
Founder & CEO
Leads Assess and the relationship
Sets direction, leads client and partner relationships, and decides what is worth building.
How we work
Most automation projects fail for one of two reasons: they solve the wrong problem, or nobody looks after them once they're live. Our engagement model is built to prevent both. Three stages, one roadmap, one accountable team.
- Assess
- Fixed fee, credited forward
- Implement
- Fixed scope, fixed price
- Optimize
- Monthly, reviewed quarterly
How we engage
Assess. Implement. Optimize.
- 01
Assess
The Friction Assessment
We look at how work actually moves through your business and what the friction costs. You leave with a baseline and a prioritized Automation Roadmap you can act on with us or without us.
- A clear picture of where time and revenue leak
- Today's numbers, recorded as a baseline
- A prioritized Automation Roadmap
- A first project you can say yes to
Fixed fee, credited toward implementation.
- 02
Implement
Build, connect, train
We build what the roadmap says, connect it to the tools you already run, and train your people so the new way sticks. Everything is built in your accounts. You own it.
- Working automation and AI workflows
- Integrations with your existing systems
- Your team trained and documented
- A person in the loop wherever your process needs one
Fixed scope and fixed price per project.
- 03
Optimize
Managed Optimization
Automation decays without attention. Managed Optimization keeps everything running, keeps improving it, and is how the rest of the roadmap gets built without another project kickoff.
- Monitoring, maintenance and fixes
- Ongoing improvements from the roadmap
- Reporting against your baseline
- A standing review with leadership
A monthly engagement, reviewed quarterly.
Who you'll work with
Technology
Mark Stolle
Director of Operations
Leads architecture and Implement
About two decades of enterprise IT leadership, including Mary Kay. Owns delivery, architecture and operational execution.
People
Dr. Shika Mahdavi
Director of Learning & Development
Leads training and adoption in every stage
Holds a doctorate in Education. Leads training, change management and adoption so new systems actually get used.
How we engage
01
Diagnose before we build
No project starts without a baseline and a roadmap. It keeps us honest and keeps you from paying for the wrong thing.
02
Connect what works, replace only what doesn't
Your CRM, practice software or ERP usually stays. We integrate first and recommend replacement only when the tool is the problem.
03
A person stays accountable
Automation prepares and routes work. Where judgment, compliance or care is involved, a human makes the call.
04
You own everything
Systems are built in your accounts with documentation your team can maintain. Leaving is always an option.
05
Adoption is part of the scope
Training and change management are inside every project, led by our Learning and Development practice.
06
Measured, not promised
We record the baseline in Assess and report against it in Optimize. Results are shown, never guaranteed.
Before you sign anything
Straight answers.
Do we have to do all three stages?
No. The Friction Assessment stands on its own and the roadmap is yours either way. Most clients continue because the roadmap makes the first project obvious, but there is no obligation.
How is it priced?
The assessment is a fixed fee, credited toward implementation. Projects are fixed scope and fixed price from the roadmap. Managed Optimization is a monthly engagement. All three are sized during the assessment, so the numbers are tied to the opportunity we found.
We already have a CRM and an IT provider. Does this still apply?
Usually yes. We build on the systems you have and work alongside your IT provider or internal team. Our work is the automation, integration and adoption layer, not replacing your stack.
What happens if we stop Managed Optimization?
Everything we built stays in your accounts with documentation. We hand over cleanly. Nothing is held hostage.
Who will we actually work with?
Shawn Mahdavi leads the assessment and the relationship. Mark Stolle leads architecture and delivery. Dr. Shika Mahdavi leads training and adoption. You'll meet all three.
A few quick questions show where your business is losing time and revenue. If there's a fit, the next step is a Friction Assessment.