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Consulting · Delivery
Five phases, each with a decision that has to be signed off before the next one starts. This page is as much about what your team is on the hook for as what we deliver — engagements fail on adoption and unclear ownership far more often than on build quality.
We do
Run the Freight AI Assessment & Roadmap: interview the people who do the work, review the business broadly, and select two workflows for deeper study.
You do
Make operations, pricing, finance, and systems owners available for about ninety minutes each. Name a business owner for the outcome — not just a technology sponsor.
Before the next stage
Agreement on the two priority workflows, the decision they support, and the evidence required.
We do
Scope the smallest useful improvement, such as an existing product configuration, SOP knowledge tool, reporting change, or bounded assistant.
You do
Name the operator, confirm the success measure, and make the people and access needed for the scoped improvement available.
Before the next stage
Approval of the activation scope, owner, baseline, and acceptance measure.
We do
Prepare targeted data, approved integrations, shared reporting definitions, and the handoffs that make the next workflow reliable.
You do
Confirm source-of-truth ownership, approve access, and validate that the connected information reflects the operation.
Before the next stage
Agreement on connected sources, data quality checks, and reporting definitions.
We do
Lead a bounded email agent, voice agent, task agent, or custom application against agreed acceptance criteria, with specialist partners named up front where needed.
You do
Provide least-privilege access, representative cases, and a point of contact who can unblock questions about how the operation actually behaves.
Before the next stage
Working system against the acceptance criteria, demonstrated on representative data.
We do
Review performance, coach the team, maintain the workflow, and prioritize the next improvement through optional fractional advisory support.
You do
Bring the measured result, exceptions, and next decisions to the review; keep ownership of the system and its operating accounts.
Before the next stage
A measured next decision: maintain, extend, hand off, or pause.
The most common fear about this kind of work is a consulting dependency that never ends. Here is the boundary, stated up front.
A recommendation to wait is a legitimate outcome of the assessment, and we have given it. These are the cases where we would.
The assessment is the only commitment you make up front, and the roadmap is yours whether or not the rest of this ever happens.