Workflow Scoping | AI readiness assessment | Svolta
Workflow Scoping

Measure the bottleneck first.

One workflow. One KPI. A decision-ready pack before anyone builds. Yours to keep.

Tell us about the bottleneck

You don't need a technology brief. Start with the work that keeps getting stuck or repeated.

Step 1 of 2. Your details are saved before you choose a time.

The problem

You can feel the bottleneck. Quotes pile up. Orders get re-keyed. Someone spends Friday chasing suppliers or reconciling exceptions.

What you do not have is a number. How many hours. Which steps. Which systems. What a first release should actually cover. Without that, every vendor demo and internal AI experiment is a guess with your calendar as the cost.

The solution

Workflow Scoping measures one job before anyone builds.

We map the normal path and the exceptions. We set a primary KPI with a real evidence method. We estimate problem cost with assumptions shown. You leave with a thin-slice Launch scope: what goes into software, what stays human, what acceptance looks like.

The pack is yours. Take it to Svolta, your team, or another partner. If the evidence says “not yet,” that is a successful engagement. You stop spending on the wrong build.

Who it is for

Operators who know something is stuck and want a measured decision before a build quote. Not for teams that only want ongoing AI advice. That is AI Consulting. Not for teams ready to go live on a measured workflow. That is Workflow Launch.

Terms

Paid engagement. Clear stop condition. Pack stays yours. Pricing is on the pricing page; confirm fit on the free consultation.

How Workflow Scoping works

One workflow. One KPI. One decision-ready scope.

A small paid engagement with a clear stop condition: enough evidence to launch responsibly, or a clear reason not to.

Scope before build

  1. Svolta

    Name the bottleneck

    We define the start, finish, normal path, exceptions, systems, and owner for one workflow.

    You

    Nominate the process owner and the workflow

  2. Svolta

    Measure the current state

    We use system timestamps where possible and a structured sample where they are not. Assumptions stay visible.

    You

    Provide access, sample records, and the people doing the work

  3. Svolta

    Set the target

    We agree the primary KPI, measurement method, and a conservative minimum before any guarantee is discussed.

    You

    Review and sign the baseline definition

  4. Svolta

    Scope Workflow Launch

    You receive the production thin-slice scope, dependencies, acceptance boundary, and recommended support boundary.

    You

    Choose whether to launch with Svolta or use the scope elsewhere

You keep the pack whether or not you launch with Svolta. If the same workflow proceeds to Workflow Launch, scoping is included in the Launch total.

Where this fits

The operators this usually fits.

Different businesses, same pattern: repeat admin across inboxes, spreadsheets, job systems, ERPs, field apps, and customer records.

Industry

Trades and Field Service

We build agents that turn job notes, photos, supplier prices, and service history into quotes, updates, and close-out paperwork your team can review instead of rebuild.

Explore Trades and Field Service
Industry

Suppliers and Distributors

We build agents that handle supplier emails, order updates, quote requests, stock questions, and weekly reports so the team stops copying facts between systems.

Explore Suppliers and Distributors
Industry

Retail and Ecommerce Operators

We build agents that help retail operators handle order questions, returns, stock mismatches, supplier delays, and weekly trading reports.

Explore Retail and Ecommerce Operators
Industry

Equipment Hire and Rental

We build agents that help hire teams handle availability checks, quote prep, damage reports, service records, and invoice exceptions.

Explore Equipment Hire and Rental
Industry

Facilities Maintenance

We build agents that help maintenance providers handle work orders, technician notes, SLA updates, close-out packs, and client reports.

Explore Facilities Maintenance
Industry

Construction Subcontractors

We build agents that help subcontractors prepare quotes, variations, site updates, close-out packs, and supplier follow-ups.

Explore Construction Subcontractors
Industry

Light Manufacturing and Industrial Services

We build agents that help manufacturing and industrial service teams handle quote prep, order entry, QA paperwork, supplier follow-up, and maintenance records.

Explore Light Manufacturing and Industrial Services
Industry

Container Services and Freight Admin

We build agents that help container and freight-admin teams handle customer service, quote prep, document matching, and invoice reconciliation.

Explore Container Services and Freight Admin
Workflow Scoping FAQ

The questions people ask before they book.

Answered plainly. If yours isn't here, the free consultation is the fastest way to a real answer.

It is a paid measurement engagement for one bottleneck. We define the workflow boundary, KPI, current performance, exception types, problem cost, systems, and access needs, then hand you a fixed Launch scope. You keep the pack either way. If the same workflow proceeds to Launch with Svolta, the Launch price already includes that scoping work.

Workflow Scoping includes the process boundary, normal and exception paths, primary KPI, measurement window and method, current-state evidence, problem-cost assumptions, system and access needs, human approvals, and a fixed Launch scope. It is a decision-ready pack, not a maturity scorecard.

Workflow Scoping measures the current KPI and sets a conservative minimum before Launch. We do not apply another client's percentage to your operation. The production workflow handles the repeat path; your team keeps exceptions, approvals, and judgment calls.

If you have a senior technical team with real delivery and production-support capacity, build it. You have the domain knowledge and records; Svolta brings workflow measurement, integrations, exception design, quality checks, and production operation. Workflow Scoping is useful either way because it gives either team the same boundary to build against.

Unusual integration or security constraints, a non-standard deployment pattern, or more than one workflow launched in parallel can make an engagement custom. Workflow Scoping makes those constraints explicit before Launch is priced. New workflows, features, or integrations after acceptance are separately scoped rather than absorbed into Maintenance.

Book the free 30-minute fit call first. Bring one workflow, its weekly volume, the systems it touches, and the person accountable for the result. We tell you whether it is measurable and whether Workflow Scoping is worth running. If the fit is wrong, we say so.

Every Launch is accepted against the KPI, measurement method, quality checks, access, data, and decision obligations agreed from Workflow Scoping. Any Capacity Guarantee is conditional on those signed terms; the proposal, not a general website claim, is the authority. You keep the Baseline Pack whether or not you proceed to Launch.

Yes. Workflow Scoping is a standalone engagement and the Baseline Pack is yours to keep. You can use it with your own team, another vendor, or no one. If the same workflow proceeds with Svolta, the Launch total includes all scoping expenses for that workflow.

Workflow Scoping is usually 1 to 2 weeks. Launch timing depends on the integrations, data, exception path, and acceptance scope defined in that Baseline Pack. The target is the first measured improvement 14 to 30 days after the production thin slice goes live, not a blanket promise that every complete Launch ships in 14 days.

Workflow Scoping exists to define one workflow, its evidence method, integrations, exceptions, and acceptance boundary before a build commitment. Workflow Launch is then offered at a fixed price against that scope, so your team can evaluate a named deliverable and number instead of an open-ended day rate.

Workflow Scoping and Launch are fixed-scope engagements, not seat licences. AI Accelerator is a monthly support engagement for the accepted production boundary; notice, included usage, and support terms are written into the agreement. New features and material changes are separately scoped. You own the pack and accepted build deliverables under the signed terms; Run is ongoing production value, not a data or code lock-in.

The Consultation is a 30-minute fit check around one workflow. Workflow Scoping is the paid evidence engagement: we document the current state, agree the KPI and measurement method, map systems and exceptions, and return a fixed Launch scope. The Baseline Pack is a deliverable you keep; the Consultation is not a substitute for that fieldwork.

Book a free consultation.

A 30-minute call. Bring the repeat admin you want off the team's plate. We tell you which service fits, or whether you should do something simpler first.

Book a free consultation