AI implementation services built around your real process
Most AI implementation puts a new tool on top of the old way of working, so the same broken process runs faster. We work differently: our forward deployed engineers work inside your business, map how the work really happens, redesign it, and build the automation into the CRM, accounting software and inboxes your team already uses.
Documented: 6 stepsFound in the data: 13 steps, 3 loopsMapped
18 minutes of work12 days from inbox to ready to payMeasured
4 steps removed, 4 run by rules3 handled by AI, 2 kept with a personSorted
Built into Xero and TeamsNo new software to learnLive
Payments and exceptions still go to a person.
From sales inquiry to proposal, without the manual work
Almost every business knows this one. A customer fills in your website form or sends an email, and someone has to read it, research the company, check the CRM, write a proposal and remember to follow up. Here's that process before and after we redesign it.
Illustrative example: sales inquiry automation
Before: every inquiry handled by hand
Inquiry arrives by website form or email
Someone reads it
Researches the company
Checks the CRM
Asks follow-up questions
Creates the lead
Prepares a proposal
Sends the email
Updates the CRM
Typical problems
×Slow responses
×The same research, done again for every inquiry
×The CRM isn't updated consistently
×Leads get missed
×Similar proposals written from scratch
After: the process, redesigned
Inquiry arrives by website form or emailRules
AI understands the requestAI
Company and contact details added automaticallyRules
CRM checked for an existing recordRules
Lead qualified against your criteriaAI
CRM record created or updatedRules
Proposal drafted from your templates and price listAI
You approve the pricing and the final proposalPerson
Response sentRules
Follow-up scheduledRules
Each step is tagged by who does it: simple rules, AI, or a person.
A person stays in control of the pricing and the final proposal.
What we measure
What changes in the illustrative example of sales inquiry automation
Before
After
Hands-on time per inquiry
20–30 minutes of manual work
2–5 minutes of review
Tools opened by hand
Several: inbox, CRM, the company's website, past proposals
None: the details come to you
Response time
Sometimes hours
As soon as you approve the draft
CRM updates
Depend on who handled the inquiry
Automatic, every time
Proposal
Written from scratch or copied from the last one
A draft ready immediately, for you to check
We didn't build a chatbot. We redesigned the entire lead-handling process.
One process shows the whole job: mapping how the work really happens, connecting your systems, using AI where it helps, and keeping a person in charge of what matters, measured before and after.
In most business processes the work itself takes minutes. The rest of the time is waiting: in inboxes, in queues, for a reply from another team, for a second approval.
An AI model that makes every step twice as fast saves a few minutes. Removing the waits saves days. That's why buying AI licenses rarely changes how a business performs: people like the tools, but the process underneath stays the same.
None of this is new. In 1990, Michael Hammer's Harvard Business Review article “Reengineering Work: Don't Automate, Obliterate” argued that companies were using computers to speed up old processes instead of redesigning them. AI hasn't changed the lesson: redesign the process first, then automate what's left.
Illustrative example: one supplier invoice
18 minutestouch time (hands-on work)
12 dayselapsed time, inbox to ready to pay
2 days3 days5 days2 days
Hands-on workWaiting
Sits unopened in the shared inbox2 days
Typed into Xero and checked against the PO list10 min
Waiting for the buyer to explain a PO mismatch3 days
Buyer's answer added, forwarded to the manager3 min
In the manager's inbox, chased twice5 days
Approved by the manager2 min
Over $5,000, so it waits for the finance director2 days
Approved and scheduled for payment3 min
Make every task twice as fast and you save 9 minutes. Remove the waits and you save days.
What makes our AI implementation different?
We deliver AI implementation through forward deployed engineers: software engineers who work inside your business instead of from a ticket queue. Ours own the whole job, from discovery and process redesign to production code, AI evaluation and the rollout with your team. New to the term? Read what a forward deployed engineer is.
A typical AI implementation compared with working with Brainium's forward deployed engineers
Typical AI implementation
Brainium forward deployed engineers
Starts with
The list of tasks you hand over
How the work really happens, from interviews and system data
The process
Automated as it is today
Redesigned first, so unnecessary steps are removed before anything is built
Where it runs
A new tool or dashboard to log into
Inside your CRM, accounting software, inbox and Slack or Teams
Use of AI
One model for everything
Plain code where rules work, AI only where judgment is needed, chosen per step by testing
Proof
Delivered and handed over
Measured against a baseline taken before the build
After launch
Support tickets
Monitoring, evaluations rerun when models change, and the next process
We map how the work really happens
Every implementation starts with process mapping, from three sources, because each one alone gives you half the picture. Interviews without data miss the loops; data without interviews misses the reasons.
Interviews with the people who do the work
Why each step exists, who really decides, which steps are habit, and what happens when something goes wrong. None of it is written down. We do these ourselves, not with a form or an AI interviewer: the people whose work is changing have to trust whoever is changing it.
History from your systems of record
Read-only exports or API access to the CRM, accounting software, ticketing tool or inbox involved. Timestamps, edits, reassignments and reopened records show the real steps, the loops, and where work sits waiting.
The documents you already have
Procedures, checklists, shared drives, spreadsheets and email templates. They're often out of date, but they show what the process was meant to be, and the gap is useful.
What we capture for every process
The happy path: what the process is for, step by step, when nothing goes wrong
Exceptions, measured: what share of the work leaves the happy path, where it goes, who gets pulled in and how long it takes
Upstream and downstream: what feeds the process and what depends on it when it's late
Systems of record: every system involved, and which one wins when two disagree
Variations: how the process differs by team, location or entity
Touch time and elapsed time at every step
Ownership: who owns each step today, and who should own the new version
From the process on paper to the process that runs
Two illustrative examples: sales inquiries at a services firm that uses HubSpot, and supplier invoices at a distributor that uses Xero. Pick one and step through the four stages of the map.
Example
Illustrative example: sales inquiries at a 30-person services firm
What the sales process document says: five steps and no exceptions. Most written processes describe the happy path and nothing else.
Inquiry received
Lead added to the CRM
Proposal sent
Follow-up call
Deal won or lost
What interviews with the sales team and a year of history in HubSpot and the shared inbox show: more steps, two loops, long waits, and two places where leads quietly fall through.
Arrives through the website form, a shared inbox or someone's personal email
Waits until someone has time to read itWait: hours, sometimes a day
Someone reads it and works out what the customer wants
Researches the company on its website and LinkedIn
Checks the CRM for an existing contact or deal
Emails follow-up questions, then waits for answers↺ Loop: 4 in 10 inquiries
Decides whether the lead is worth pursuing
Creates the lead in the CRM, if they rememberMissed: skipped for 3 in 10
Writes a proposal, copying the last similar one
Manager checks the pricing and discounts↺ Loop: 1 in 4 sent back for changes
Sends the proposal by email
Sets a reminder to follow upMissed: forgotten for 1 in 5
Updates the CRM with what happened
13 steps
2 loops
2 places leads slip through
20–30 min of work per inquiry
Each step goes into one of four buckets: remove it, run it as plain code, give it to an AI agent, or keep it as a human decision.
Arrives through the website form, a shared inbox or someone's personal emailCollected from every channel automaticallyRules
Waits until someone has time to read itGone: every inquiry is picked up the moment it arrivesRemoved
Someone reads it and works out what the customer wantsAI reads the request and pulls out what the customer needsAI
Researches the company on its website and LinkedInCompany and contact details added automaticallyRules
Checks the CRM for an existing contact or dealCRM checked for an existing recordRules
Emails follow-up questions, then waits for answersAI fills most gaps from the research and lists anything still missing in the draftAI
Decides whether the lead is worth pursuingLead qualified against your criteriaAI
Creates the lead in the CRM, if they rememberCRM record created or updated every timeRules
Writes a proposal, copying the last similar oneProposal drafted from your templates and price listAI
Manager checks the pricing and discountsYou approve the pricing and the final proposal, with the details in front of youPerson
Sends the proposal by emailSent as soon as you approve itRules
Sets a reminder to follow upFollow-up scheduled automaticallyRules
Updates the CRM with what happenedGone: the CRM is updated at every stepRemoved
2 removed
6 run by rules
4 handled by AI
1 kept with a person
The new process. Nine of the ten steps run on their own. A person approves the pricing and the final proposal before anything goes out.
Inquiry arrives by website form or emailRules
AI understands the requestAI
Company and contact details added automaticallyRules
CRM checked for an existing recordRules
Lead qualified against your criteriaAI
CRM record created or updatedRules
Proposal drafted from your templates and price listAI
You approve the pricing and the final proposalPerson
Response sentRules
Follow-up scheduledRules
10 steps
9 run on their own
1 decision kept with a person
2–5 min of review per inquiry
Every step goes into one of four buckets
This is business process reengineering with AI in the toolbox, and it's where the savings are decided. It takes both software and AI experience, because the right answer depends on what code, models and people are each good at.
1
Remove
The step only exists because of a handoff, a re-key or an old workaround: renaming files, copying into spreadsheets, forwarding for visibility, chasing. The test: if it disappeared, would anything downstream break?
In the examples
Sales inquiries: Waiting for someone to pick up the inquiry
Supplier invoices: Saving and renaming the PDF
2
Rules (plain code)
If X then Y, with no judgment: matching within a tolerance, routing by amount, duplicate checks, scheduled syncs. Plain code is cheap, fast, auditable and never makes things up. If code can do it, we don't use AI.
In the examples
Sales inquiries: Adding company details and checking the CRM
Supplier invoices: Matching to the PO and goods receipt
3
AI agent
Judgment with history behind it. We use AI where there are hundreds or thousands of past decisions with known outcomes, the output is narrow (a field, a category, a route, a match) and a wrong answer is cheap to catch.
In the examples
Sales inquiries: Drafting the proposal from your templates
Supplier invoices: Coding each line to the right account
4
Human decision
High-stakes, irreversible or rare: approving payments, signing contracts, anything with no history to learn from. A person decides, and an agent prepares the case: the evidence, the history and a recommended action.
In the examples
Sales inquiries: Approving the pricing and the final proposal
Supplier invoices: Approving the payment run
We judge the difficulty of the action, not the difficulty of the thinking. A yes or no that a person can check in seconds is a good AI step. Five pages that a person has to reread is not.
Built inside the tools your team already uses
No new platform and no migration first: replacing a CRM or ERP before automating is the slowest, most expensive route. Agents read and write through the APIs of the systems you already run, and people approve in Slack, Teams or email.
Triggered by events
Webhooks, inbox rules and schedules start each run. We use the systems' APIs; screen automation is a last resort.
Safe to retry
Every action is idempotent and logged with its inputs, so a failed run can be replayed without duplicates. Failures land in a queue your team can see.
Least-privilege access
Scoped service accounts with access only to the records each automation needs, read-only wherever possible.
Shadow mode first
The automation proposes and a person confirms until it meets the agreed accuracy on your real data. Then it acts on its own.
Systems that disagree
When two systems hold different versions of the same record, we agree up front which one wins and the automation follows that rule.
A full audit trail
What came in, what was decided and why, what changed in which system, and who approved it.
Invoice needs your approval#finance-approvals · just now
Harbor Packaging Co. · INV-20417 · $6,480.00
Why it's here
Billed for 40 cases, but only 36 were received. It's also over the $5,000 limit.
Evidence attached
Purchase order PO-7781
Goods receipt GR-3302 (36 cases)
Last 6 invoices from this supplier: all matched
Suggested decision
Approve $5,832.00 for the 36 cases received, and request a credit note for the rest.
Approve suggested amountRejectSend to someone else
Illustrative example. The automation prepares the case. A person makes the decision.
The right AI model for each step
We're not tied to one AI provider. Most steps don't need the largest, most expensive model, and some are done better and cheaper by a smaller one. The only way to know is to test on your data.
For every AI step we build an evaluation set from your own past decisions and test several models against it. When a provider updates or retires a model, we rerun the evaluations before anything changes in production.
Your data stays protected throughout: we sign an NDA before we see any of it (plus a BAA or DPA where you need one), and we never use it to train AI models.
For every AI step:
An evaluation set built from your own past decisions
Large, small and open-weight models tested on every AI step
The cheapest model that meets the accuracy target goes live
Low-confidence results go to a person, not into your systems
Cost per run tracked from the first day
Evaluations rerun before any model change reaches production
Measured before we build, so the result is provable
Before any code is written we agree the numbers that matter and measure them from your own systems. After go-live we report against the same numbers.
Illustrative example: supplier invoices at a 40-person distributor
Before and after for the illustrative example
Before
After
Steps in the process
13
6
Elapsed time, invoice received to ready to pay
12 days
Same day, or 2 days for exceptions
Touch time per invoice (average)
18 minutes
About 2 minutes
Straight-through rate (no human touch)
0%: every invoice is handled by hand
About 75%; people see only the exceptions
Loops that send work back
3
1
Invoices recoded at month end
12%
Under 2%
Your targets come from your own baseline, measured in the first phase. We usually start with the workflow that has the most handoffs, which isn't always the one with the most volume.
How working with our forward deployed engineers works
The same five phases for every client, whether you start with one process or a whole department. You approve each phase before the next one starts.
Phase 1 · Map
Find the real process
We interview the people who do the work, review the history in the systems involved and read the documents you already have. Then we measure where the time goes.
You get: The real process map, hands-on time compared with waiting time, the exceptions, and baseline numbers to measure against.
Phase 2 · Redesign
Sort every step
Every step is removed, handled by simple rules, given to AI or kept with a person. Together we agree the new process, who owns each step and what it should save.
You get: The redesigned process, the expected savings and a fixed quote. Nothing is built until you approve it.
Phase 3 · Build
Build it inside your systems
We build the automation into the software your team already uses, test it on real data and run it alongside your team until it's reliable.
You get: Working automation, a short walkthrough for your team and simple documentation. Typically 2–6 weeks per process.
Phase 4 · Prove
Measure it against the baseline
After go-live we report the same numbers we measured in the first phase, so you can see exactly what changed.
You get: A before-and-after report you can share with your team.
Phase 5 · Improve
Keep it working, then map the next one
With Automation Care we monitor the automation, fix issues, update the AI as models change and start on the next process when you're ready.
You get: Automation that keeps working as your business changes.
What's different about working with us
One engineer, start to finish
The engineer who maps your process is the one who builds it, so nothing gets lost between a consultant and a developer.
Inside your systems
We work in your CRM, accounting software, inbox and Slack or Teams. No new platform, and no migration first.
Fixed price, never hourly
Every phase is quoted up front. If something isn't worth automating, we'll tell you.
Your data protected
We sign an NDA before we see any data (plus a BAA or DPA where you need one) and never use your data to train AI models.
Your data is the one thing we can't get wrong. Here are the standards we meet and the agreements we sign before we work with it.
Standards
SOC 2
Independently audited security controls. The report is available on request, under NDA.
ISO 27001
Certified information security management, covering how we protect your data.
HIPAA
HIPAA-compliant processes for protected health information, backed by a signed BAA.
GDPR and UK GDPR
GDPR- and UK GDPR-compliant processing, backed by a signed DPA.
Agreements we sign
NDANon-disclosure agreement
Signed before we see any of your data.
BAAHIPAA Business Associate Agreement
For US healthcare clients whose data includes protected health information.
DPAData Processing Agreement
For GDPR and UK GDPR: what we process, why, where, and how it's protected.
MSAMaster Services Agreement
One set of commercial terms that covers every project.
SLAService Level Agreement
Response and support commitments for Automation Care.
Reports, certificates and agreement templates are available on request, under NDA. We'll confirm which ones apply to you during the assessment.
Forward deployed engineering: common questions
What are AI implementation services?
AI implementation services take AI from idea to working software inside your business. A provider maps how a process really runs, redesigns it, builds the automation into your existing systems, tests it on real data and measures the result. At Brainium, forward deployed engineers do all of it, from the first interview to go-live.
How do AI implementation services work?
We start by mapping how the process really runs, from interviews with your team and the history in your systems. Then we sort every step: remove it, run it as plain code, give it to AI, or keep it with a person. We build the result inside the software you already use, run it alongside your team until it's reliable, and report the results against the baseline we measured at the start.
When should a business use a forward deployed engineer?
When a process crosses several people and systems, when nobody has the full picture of how it really runs, or when an earlier AI tool didn't change much. A forward deployed engineer is most useful where the process needs redesigning, not just a new tool. For one simple task, an off-the-shelf tool may be enough, and we'll tell you if it is.
How is a forward deployed engineer different from an automation agency or a freelancer?
An agency or freelancer usually automates the task you describe, the way it runs today. A forward deployed engineer first finds out how the process really runs, removes the steps that shouldn't exist, and only then builds. They also measure the result against a baseline taken before the build, so you can see what changed.
Do we need to move to a new CRM or ERP first?
No. We build inside the systems you already run, through their APIs. When two systems disagree about the same record, we agree up front which one wins and the automation follows that rule. Migrating before automating is usually the slowest and most expensive route.
Which AI models do you use?
Whichever passes the tests for each step. We build an evaluation set from your own past decisions, test large, small and open-weight models against it, and use the cheapest one that meets the accuracy target. Many steps don't need AI at all and run as plain code.
How do you stop the AI making mistakes?
We design for them. AI only handles steps whose output is narrow and easy to check, each AI step has an accuracy target that it must meet before go-live, rules validate the output, low-confidence results go to a person, and every action is logged. Anything that moves money or can't be undone stays with a person.
What access do you need to our systems?
Only what each automation needs, read-only wherever possible, especially during discovery. We sign an NDA before we see any data (plus a BAA or DPA where you need one), and we never use your data to train AI models.
Can our own developers work with your engineers?
Yes. We're happy to work alongside your team. Every automation comes with a walkthrough and simple documentation, so your team knows what it does and how it's monitored.
How long does AI implementation take?
A first look at one process usually takes days. Building the automation for one process typically takes 2–6 weeks from sign-off to go-live. A whole department is scoped individually.
Tell us where your team spends too much time. We'll map it, show you what can be removed and what can be automated, and tell you whether the numbers make sense.