Working together

We lead it, or we embed with your teamEither way, your people are ready to run it

We can lead the implementation or embed with your team. Either way, we deliver working systems, prepare the people who will use them and agree who will support them

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Then choose how we work with your team

Done for you

We lead it

We design and deliver the solution. Your team shapes it, tests it and learns to run it

We do
Design the solution, configure and connect your tools, build what’s missing, test it and train your team
Your team
Explains how the work really runs, reviews what we build and approves it before launch
After launch
Your team runs it. Support comes from your team, an existing partner or us, as agreed

Done with you

We embed with your team

We work inside your team, so the people doing the work help build the new way of working

We do
Work alongside your leads, redesign the process, implement it with them and coach your champions
Your team
Operators shape and test each workflow. Technical staff pair with us where that’s useful
After launch
Your team runs it and can extend it. Ongoing support from us is optional

Either way, you own the agreed deliverables, your people are ready to use what we build, and we agree who supports it before launch

Who does whatOnly who leads delivery changes

DecisionWe lead itWe embed with your team
Who leads deliveryWe do, with your team reviewing and approvingWe work inside your team, alongside your leads
How your team takes partExplains the work, tests what we build and learns to run itShapes and tests each workflow. Technical staff can pair with us
What your team can do afterRun it confidently, day to dayRun it, and maintain and extend it if they choose
Who supports itAgreed before launch: your team, an existing partner, us or a mixAgreed before launch: your team, an existing partner, us or a mix
Who owns the deliverablesYou, under the engagement termsYou, under the engagement terms

How your team takes partBuilding with us doesn’t mean becoming developers

  • The people doing the work

    Your CX agents, merchandisers and buyers explain how the work really runs, test new workflows and say what isn’t working. No technical skills needed

  • Your leads

    Set priorities, decide what runs on its own and what needs approval, and sign off before launch

  • Technical staff, if you have them

    Pair with us on integrations and custom work where that’s useful, so they can maintain and extend it

What we can doFour services, combined to fit the work

  1. 01 · Find

    AI strategy and assessment

    Discovery & Action Plan, or standalone strategy work: where AI will pay off, what to do first and why

    • Workflow and tool review
    • Prioritized opportunities
    • Action plan and proposal
  2. 02 · Build

    Implementation and integration

    Your existing software configured and connected well, with custom work where the gap justifies it

    • Configure existing tools
    • Integrations between systems
    • Custom tools where justified
  3. 03 · Adopt

    Process and team adoption

    New workflows, roles, training and playbooks, so your team has more capacity for the work that matters

    • Process redesign
    • Role-based training
    • Playbooks and champions
  4. 04 · Run

    Ongoing support

    Optional, in either way of working: we monitor, fix and improve what’s live as models and your business change

    • Monitoring and fixes
    • Regular improvements
    • New workflows as you grow

How an engagement usually unfoldsAnd what your team does at each step

  1. 01

    Intro conversation

    Free. We check fit and agree what discovery should look at

    Your teamYou and one or two leads

  2. 02

    Discovery & Action Plan

    A scoped assessment, written plan and proposal. Defined projects can skip straight to the next step

    Your teamLeaders and the people closest to the work

  3. 03

    First phase

    The highest-priority change, configured, connected or built, then tested in suggest-only mode

    Your teamReviews, tests and approves before launch

  4. 04

    Adoption

    Training by role, playbooks and champions, and adjustments based on how people use it

    Your teamUses it and tells us what to change

  5. 05

    Later phases and support

    Further phases as agreed, with ongoing support from your team, a partner or us

    Your teamRuns it, and leads more of the next phase

Illustrative. Timing depends on scope, your systems and your team’s availability, and is set out in the action plan

After launchA clear handoff, and support that fits

  • Your team runs it

    With the training, playbooks and documentation we hand over, and a named owner for each workflow

  • An existing partner supports it

    We hand over to your agency or developers with the documentation and access they need

  • We support and improve it

    Optional, in either way of working: monitoring, fixes and regular improvements, scoped and priced separately

How we make it stickMore capacity for the work that matters

  • Process before tools

    We redesign the workflow first, so the tools serve a process people already agreed

  • Clear roles

    Every workflow has an owner, and it’s clear who approves anything that matters

  • Training by role

    Short, hands-on sessions for the people who use it, built around their own work

  • Champions

    A person on each team who knows it best and helps the rest

  • Adoption measured

    We track usage and results, then tune whatever people work around

  • Suggest before acting

    New workflows suggest before they act, until your team trusts them

Ownership, access and dataAgreed with you before we build

  • Agreed deliverables

    What we deliver, and that you own it, is set out in the engagement terms

  • Agreed access

    We use only the access each workflow needs, granted by your team

  • Approved tools and data handling

    Which tools we use and how your data must be handled are agreed before implementation

  • Reviewed before launch

    Every workflow is walked through with your team before it goes live

When each option fitsAnd when we’re the right call

  • A permanent hire

    Fits when you have steady, long-term AI work and someone to manage it. We can help define the role and hand over to them

  • Your existing agency or developers

    Fits when the implementation is clearly defined. We can design the workflows and the change around them while they build

  • A large integrator

    Fits when you need broad delivery capacity across many systems at once

  • Keating & Co

    Fits when you want operating judgment, implementation and adoption together, in a focused engagement

Working togetherDelivery, ownership and data

Can we switch from one way of working to the other?

Yes. You can have us lead the first workflow, then embed with your team for the next, or start embedded and ask us to lead a larger build.

Do we need a technical team?

No. The people who do the work shape and test what we build. Technical staff can pair with us when that helps, but it isn’t required.

Can you work with our current agency or developers?

Yes. We can design the workflows and the change around them while your partners build, or build alongside them.

How is implementation priced?

Each engagement is scoped individually, with the fee agreed upfront. If it follows a Discovery & Action Plan, the discovery fee is credited in full toward the project.

How do you estimate value, and how do we know it worked?

The action plan sets out the expected benefit for each change and the assumptions behind it. We agree the measures before launch and track them after, so the result is based on what actually happened.

Who owns what you build?

You own the agreed deliverables, under the engagement terms. Third-party products stay under their own licenses and your accounts with those providers.

How is our data handled?

Before we start, we agree the access each workflow needs, the tools we’re approved to use and how your data must be handled. We work within that.

Will AI replace our team?

We design it to take repetitive work off their plate and give them more capacity for judgment, customers and the work that grows the business.

Not sure which way fits?Talk it through with us, it’s free

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