Integration Steps

The 6-Week Integration Roadmap

We operate on a rapid, structured implementation schedule, taking your system from day-one file assessment to live automation rollout in exactly six weeks.

Onboarding Stages

Weeks 1-2

File Audit & Bottleneck Mapping

Stage 01
Weeks 3-4

Agent Setup & System Connections

Stage 02
Weeks 5-6

Real File Testing & Live Launch

Stage 03
Onboarding Phase Specifics

File Audit & Bottleneck Mapping

We analyze your messy Excel spreadsheets, email patterns, scanned PDF invoices, and manual workflows to document exactly where delays occur.

Phase Key Actions

  • 1Audit spreadsheet layouts, database schemas, and folder hierarchies.
  • 2Map manual copy-paste sequences and phone dispatcher bottlenecks.
  • 3Identify data sanitization guidelines to ensure privacy compliance.
  • 4Establish secure test environments (sandboxes) for model prototyping.
Target Phase Duration: 14 Days
Deliverable Sign-Off Guaranteed

Gated Phase Sign-offs

We divide execution into three logical phases. Each phase concludes with a review meeting where test logs, folder structures, and check parameters are verified before moving forward.

Production Warranty SLA

Upon launching the automation sandbox, we provide a 90-day post-deployment warranty covering database adjustments, folder updates, script tweaks, and team training.