How we work. Step by step.
Each program has a defined process. These playbooks walk through how Signal, Forge, and Run actually work — what happens in each phase, what we need from you, and what you get at the end.
The Signal Playbook
Signal runs in three phases over four to six weeks. Every phase has a defined output that the next phase builds on. You always know where we are and what comes next.
Operational Diagnostic
We map every major workflow in your business — not just the obvious ones. Stakeholder interviews, tooling audit, data infrastructure review. Output: a clear picture of where you are today and where the friction lives.
Opportunity Analysis
We score every identified opportunity against four variables: impact, effort, speed-to-value, and strategic fit. You get a ranked list with the rationale visible — not a black box. Output: prioritized opportunity map with sequencing logic.
Roadmap Delivery
A 12-to-24 month roadmap with defined milestones, budget ranges, and decision gates at each stage. Board-ready presentation included. Output: everything you need to align leadership and move to execution.
The Forge Playbook
Forge is 90 days. The scope is locked before day one — no scope creep, no open-ended retainer. What gets built is agreed in writing. Training is embedded during build and rollout — not a separate academy after the fact. We work alongside your team the entire time.
Discovery and Design (Days 1–15)
We define the outcome in measurable terms, scope the technical architecture, and onboard your team leads. Nothing gets built until outcome definition is signed off. Output: scoped build plan and technical design doc.
Build, Evaluate, Train (Days 16–60)
Agent construction, workflow integration, iterative testing with your team in the loop. Role-segmented training runs on real work alongside the build — weekly sessions so day one of production is nobody's first day. Output: working system in staging, test-verified against defined outcomes, team already practicing the workflow.
Deploy and Stabilize (Days 61–90)
Production rollout against evidence gates, final training certification on the live system, and launch. Sixty-day hypercare follows. Output: production system your team owns, complete documentation.
The Run Playbook
Run is an ongoing monthly engagement for managed governance and operational assurance — not a fixed-length project. We onboard once, then settle into a steady rhythm: continuous assurance, an Optimize phase each month (evals, change control, expansion), and quarterly strategy resets. Training continues as operator enablement inside Run. It is managed assurance for teams who already own the system — not a dependency manufactured at handoff.
Onboarding and Baseline
We instrument your deployed systems, connect to the usage and health signals that matter, and establish baselines so we know what good looks like. Output: a monitored AI estate with documented baselines and an agreed operating cadence.
Optimize Phase (inside Run)
Continuous monitoring catches issues before they reach your team. The Optimize phase each month tunes prompts and agents against real usage — under the Agent Change Control Standard: versioned prompts, models, tools, policies, and permissions; propose/approve; regression eval; staged rollout; auto-rollback on threshold breaches; production agents cannot change their own permissions or governing instructions; feedback is never deployment authority. We also deliver a usage analytics report and ranked recommendations for the next automations worth building. Output: systems that stay reliable and keep improving without silent self-modification.
Quarterly Strategy Review
Every quarter we step back, review what AI is actually moving in the numbers, and reprioritize the roadmap — scoping the next expansion so the investment compounds instead of plateauing. Output: a refreshed roadmap and a clear plan for the quarter ahead.
Ready to run the play?
Every engagement starts with a discovery call. We'll figure out which program fits where you are and what a scoped engagement looks like before anything is signed.
Book a Discovery Call