Why milestones instead of one payment?

Larger builds are split so you review working results at each stage and can adjust before the next one, rather than waiting until the end.

Do we need the Automation Opportunity Review first?

Not always. If the workflows and systems are already clear, we can scope a build directly. If they are not, the review is the cheaper way to find out what to build.

Who looks after it once it is live?

Your team can run it using the documentation, or a monthly partnership can cover monitoring, vendor and API changes and small improvements under its own written agreement.

Engagement

Core Automation or
Integration Build

For the workflows and system connections the business actually runs on. A Core Build covers several connected steps or systems, with error handling, logging and a documented handoff, priced in a written scope and delivered in milestones.

InvestmentFrom $5,000Typically $5,000 to $25,000+

Describe Your Project Start With a Free Fit Check

A good fit when

Several steps or systems are involved and they depend on each other
Mistakes or delays in this work cost real money or customer trust
Volume is high enough that reliability and monitoring matter
You want it built once, properly, rather than patched repeatedly

Not the right fit when

A single, simple connection would solve the problem
The process itself has not been decided yet
The main need is a new application with its own users and screens
The budget only allows proving the idea first, which suits a Quick Win

Scope

What a Typical Core Build Covers

Discovery, process and field mapping, and a written scope split into milestones
The connected workflows or integrations, built and configured
Source-of-truth rules, exception handling and safe retries
Logging and alerts so failures are visible, not silent
Migration or backfill of existing records where the scope calls for it
Testing with real cases, review at each milestone and your acceptance
Documentation, credential turnover and a handoff walkthrough

Examples

Examples of Core Builds

Quote to job to invoice connected across scheduling and accounting software
Customer onboarding from signed agreement to accounts, documents and reminders
Orders, inventory and accounting kept in agreement across three systems
Document intake with extraction, validation, human review and posting to the right system

Illustrations of typical Core Builds, not client projects.

Outside factors

Each system must allow the access the workflows need
Vendor rate limits, plan tiers, missing features and outages still apply
The quality of existing data affects migration work
Hosting, subscriptions and usage fees are billed to you directly

What you provide

Access to the accounts and systems involved
A decision maker who can approve the scope and each milestone
People who know each step of the process and can answer questions
Test records and time to review each milestone

Milestones and their timing are set in the written scope, once we have seen the systems and the data.

After the Build

Every build ends with documentation and a handoff, so your team can run it. If you would rather not, a monthly partnership covers monitoring, vendor and API changes, and small improvements under its own written agreement.

See Partnership Levels

Describe the work

Tell us which workflows and systems are involved and what goes wrong today.

Discovery and questions

We review the systems and the process with the people who run it.

Written scope in milestones

You see what each milestone delivers and costs before you commit.

Build, review, hand over

Work begins once the scope is accepted and the first milestone payment clears, and each milestone is reviewed before the next.

Questions

Before You Commit

Why milestones instead of one payment?: Larger builds are split so you review working results at each stage and can adjust before the next one, rather than waiting until the end.
Do we need the Automation Opportunity Review first?: Not always. If the workflows and systems are already clear, we can scope a build directly. If they are not, the review is the cheaper way to find out what to build.
Who looks after it once it is live?: Your team can run it using the documentation, or a monthly partnership can cover monitoring, vendor and API changes and small improvements under its own written agreement.

This page summarizes a typical engagement for convenience. The written scope for your project and our Terms of Service govern. We do not guarantee any particular business, time-saving or technical outcome.

Full terms: Terms of Service

Ready to Scope a Build?

Describe the workflows and systems involved. We will tell you whether a Core Build fits and what the first milestone would include.