Automation consultant

Automation consultant for repetitive work, with a person on the edge cases

I take the repeatable steps out of the workflow. AI and rules handle the standard cases. The hard edge cases go to a person, with the record they need already in front of them.

Standard cases and edge cases

Most of the time in an operations workflow is the same path, repeated. A smaller set of cases needs a person.

  • Map the path people walk every day, including the tab they open to look something up
  • Put AI and rules on the standard case so it moves without a handoff
  • Send the edge case to a named person, with the external record already attached
  • Leave the systems you already run in place and connect them

Where this gets built

One place this shows up is the help desk. The ticket is missing the order, the account, or the entitlement that lives in another system. I integrate that data and, in Zendesk, build the app that puts it on the ticket. Help desk automation is that build. Customer operations is the broader support work.

How an engagement starts

The AI Opportunity Assessment maps the repetitive path, the edge cases, and which systems have to talk to each other. The fee is credited toward implementation if we build it. You leave with a roadmap and a 90-day plan.

Common questions

What does an automation consultant do?

Find the repetitive work, put AI and rules on the standard cases, and send the hard edge cases to a person with the context already attached.

What are people hiring an automation consultant to change?

The business buyers want repetitive administration off the team so people spend time on the work that needs judgment. A large share of the search is also job listings and factory automation. This practice is the business-workflow version.

Do you replace the systems we already use?

The systems stay. I connect them, put the standard path on rails, and leave a person on the case the rule cannot close.

Bring the workflow and the system it already lives in.

The assessment maps the handoffs, the exceptions, and whether to wire what you have.