Find It
Identify the workflow worth fixing and map where time is lost.
How it works
Start small. Prove value. Expand deliberately.
A useful automation project begins with a real workflow, a clear owner, and an outcome the business can measure. Catalyst does not begin with a tool demo or a company-wide transformation promise.
Our approach
Find It. Build It. Run It.
A simple, practical approach to automation that fits your business.
Build It
Design, integrate, test, and launch the workflow using your existing tools.
Run It
Monitor, maintain, and improve what is already working.
It’s a collaborative process
Built with your people. For your reality.
We work side by side with your team, combining automation and AI expertise with operational knowledge to create solutions that work in the real world.
- Aligned to your goals and constraints
- Designed for your existing tools and workflows
- Clear handoffs and human review where it matters
- Ongoing support to keep the automation useful
The engagement
Five ordered stages, with room for judgment.
Each stage answers a different question. The details below are a guide; scope, access, and timing are confirmed with you.
01
Discover · Free
Automation Opportunity Scan
A focused introductory conversation about one or more workflows that may be costing time, delaying revenue, or creating errors.
- Where the work enters
- Who handles it and how often
- Systems, delays, exceptions, and useful outcomes
You receive a plain-English next-step recommendation. It may be a Blueprint, training, an existing product feature, a process change, or no project yet.
02
Blueprint · $1,500
Workflow Automation Blueprint
The Blueprint turns a promising idea into an implementation decision.
- Current and future-state workflow maps
- Rules-based, AI-assisted, and human decision points
- Systems, data, access, retention, baseline metrics, and value model
- 90-day roadmap and fixed-price implementation proposal
The Blueprint fee is credited toward a qualifying implementation begun within 30 days, subject to the final proposal and agreement.
03
Build · Scoped after discovery
Implementation
Catalyst configures and develops the approved workflow, connects necessary systems, tests expected and exception paths, documents the result, and prepares responsible employees to use and oversee it.
- Confirmed scope and acceptance criteria
- Access, integrations, workflow logic, and AI configuration where appropriate
- Human approval, exception paths, testing, customer review, deployment, and handoff
The project schedule is confirmed after scoping. Focused launches are designed to be completed in weeks rather than becoming open-ended transformation programs.
04
Measure · Agreed in scope
Measure what changed
Before the build, agree on the baseline and the outcome that matters.
- Response time and manual touches
- Quote turnaround, follow-up completion, and backlog size
- Error or exception rate, customer wait time, adoption, and review rate
Catalyst does not guarantee a specific result before the workflow, baseline, constraints, and customer responsibilities are understood.
05
Run · Optional managed support
Keep it dependable
Automations can break when APIs, credentials, data formats, processes, or third-party tools change. Managed options help maintain the workflow after launch.
- Catalyst Care for monitoring and maintenance
- Catalyst Optimize for planned improvement
- Catalyst Embedded for an ongoing outsourced automation capability
Support scope, capacity, response terms, and project priority are proposal-specific.
Customer responsibilities
Successful automation has an owner.
Customers should bring the people and context that make the workflow understandable. Do not submit sensitive records or credentials through the public website.
- A decision maker and day-to-day process owner
- Employees who understand how the work is performed
- Representative, appropriately sanitized examples
- Approved access to necessary systems
- Timely review and testing feedback
- Clarity about legal, contractual, security, or compliance requirements
Safety and control
Build control into the workflow.
Specific controls depend on your systems and risk profile. Catalyst does not claim that every implementation meets a particular certification or regulatory standard unless that is explicitly scoped and verified.
- Least-necessary access
- Customer-controlled accounts
- Review queues and validation checks
- Approved source lists
- Fallback and manual paths
- Staged deployment and escalation
Start with the workflow you already know is painful.
Bring one repetitive process, the people involved, the systems it touches, and the result you want. Catalyst will help determine the sensible next step.
Request a Free Scan
No sensitive documents or credentials needed.