Scope accepted
Workshop facilitation for two teams. Six sessions agreed. Scope revision 2 is the approved starting point.
Pass forwardAccepted scope + customer ID + revision
For Australian teams handing work between sales, delivery and accounts
Business process automation for a complete handover.
We connect the whole handover, from the first complete record to the next person’s usable work. Your team keeps the decisions that need judgement. The system handles the checks, preparation and follow through.
Connect the whole handover
A closer look +
Who it is for
When the next team has to reconstruct the job.
For Australian service businesses where sales, delivery and accounts each hold a different part of the job. You may already use HubSpot, ServiceM8, Xero and Microsoft 365. Those names describe the stack we scope, not a promise that every required action has a ready-made connector.
What changes for you
01
A complete delivery brief instead of another forwarded email
02
Clear authority for changes to scope, dates and budget
03
A billing preparation pack tied to accepted work
04
One exception queue with a named owner
Example system · Simulated business data
One handover. Three different responsibilities.
Capacity decision
The delivery lead reserves six sessions. A request for session seven changes the scope and returns to approval.
Hold if changedCapacity + delivery owner + accepted revision
Billing preparation
Prepare the agreed milestone from the accepted delivery record. A missing acceptance receipt holds the billing pack.
Useful outputMilestone evidence + billing reference + review owner
Changed work follows a different path
A seventh session is a new decision. It cannot inherit approval from the six-session scope or silently become a billable item.
Map the handover before automating it
We begin with the person receiving the work. What must they know, what authority do they have and what makes a record ready? We trace those requirements back through the systems and people that supply them. This often exposes a missing business rule before a missing integration.
The agreed map names who owns each state. Sales can prepare a change, the delivery lead can accept the capacity impact and accounts can use the approved billing instruction. An automation should not silently give one department authority over another.
- Entry conditions and an explicit definition of complete
- Stable job identifiers and revision rules
- Approval limits and a route for missing information
- A final receipt from the destination system
Deliver something your team can operate
You receive the implemented workflow, the field map, representative test cases and a practical operating guide. We walk through an ordinary handover and a held one with the people who will use it. Their acceptance is part of delivery.
We separate predictable rules from interpretation. Matching a job ID, checking a required field and calculating a total normally need ordinary code or configuration. AI may help extract a brief from a document, but its proposed fields still need validation before they drive a consequential action.
The example shows our design approach using simulated records. It is not a client case study or a measured performance result.
What it costs
Price the scope and the operation.
The price moves with the number of departments, conflicting records, approval branches and recovery cases. We choose a useful end-to-end slice before widening the scope. Replacing every business system is not a prerequisite.
We put the build scope, fee and payback estimate in writing using your baseline. You own the accounts, workflows and documentation. Software, hosting and AI usage are separate operating costs.
Automation builds
From $3,500 AUDOne process, rebuilt to run without you. Monitoring and documentation included.
Typical projects
$3,500 to $12,000 AUDSeveral connected processes across two or more systems, where the data needs cleaning first.
Complex AI agent systems
$12,000 to $25,000 AUDAgents that read unstructured information, decide and write back, with human review and a full audit trail.
Ongoing care plans
$750 to $2,500 AUD per monthPriced on how much you run and what your business loses the day one of them stops.
When something breaks
A clear owner. A safe next step.
If accounts has received a billing pack but the delivery register has not recorded its receipt, we first check both systems against the handover ID. We do not resend everything and hope duplicates can be cleaned up later.
We account for a failed run, an empty result and a run that never starts. Your written care scope names alert ownership, recovery responsibilities and change boundaries. Support commitments belong in that scope.
Care is month to month and can be cancelled without penalty. You keep the system and its documentation, with no lock-in.
See ongoing supportBefore you decide
Your questions, answered
Can you automate a department without replacing our software?
Often the useful first scope is a connected handover between existing tools. We first check the exact read and write operations, access permissions and record quality. Where a system cannot support reliable access, we explain that constraint before quoting a workaround.
What is the difference between workflow and business process automation?
A workflow carries out a sequence. Business process automation also settles the responsibilities, records and decisions around that sequence. We scope both so a technically successful run produces work the next person can actually use.
Do staff lose control of exceptions?
No. The agreed design names which conditions stop the work, who sees the evidence and what they can approve. A changed scope or incomplete record can return to review without restarting every completed step.
How do we know the first process is worth building?
We compare your current volume, handling time, rework and internal effort with the complete operating cost. You receive a written payback estimate based on your assumptions. If the rule or baseline is unclear, a paid automation audit can resolve that first.
Who owns the accounts and the finished system?
You do. We build in accounts you control and hand over the workflows, access map, documentation and available exports. Another capable operator can take over. Platform licences and subscriptions remain subject to their own terms.
How do you price the work and ongoing support?
Builds start from $3,500 AUD. Connected builds are $3,500 to $12,000 AUD and larger systems are $12,000 to $25,000 AUD. Care is separate at $750 to $2,500 AUD per month. We confirm the scope and fee in writing. Software, hosting and AI usage sit outside the build fee. Care is month to month and can be cancelled without penalty.
A useful first conversation
Bring the handover you need to make reliable
Show us a representative record, the tools involved and what the next person needs. We will discuss a useful first scope and the decisions it depends on.
Book a call