How to spot workflow leaks
A practical checklist for repeated admin, invisible handoffs, and CRM/reporting gaps — the entry criteria for a 10-day sprint.
Insights
Practical notes on AI operations and workflow repair
Evidence-led notes from real delivery work — not generic AI SEO filler. Each topic maps to a case study or service offer on this site.
Topics
What I publish from real work
These are the themes behind the case studies and sprint offers — written for founders who need operational clarity, not tool hype.
When AI belongs in operations
Use AI where inputs, review points and output ownership are clear. Avoid uncontrolled tool sprawl — the same standard applied in the Specialist Orchestra case study.
When to audit before you build
Fragile Make, n8n or Zapier stacks need a risk map before another layer goes on top. That is what the automation audit is for.
Dashboards before SaaS
Build the internal operating dashboard first — Sheets as the working layer, Looker as the read layer — then productise only repeated buyer pain.
Ops foundations from zero
SOPs, CRM architecture, reporting and permissions when too much lives in one person's head — the pattern behind the 10-day AI/Ops Automation Sprint.
Handover-ready automation
130-module contract engines only work if someone else can maintain them. Spec-driven documentation and explicit fallbacks are non-negotiable.
Full articles will be added here as they are written from completed engagements. For now, see case studies for the underlying evidence.
Have a workflow worth fixing?
Send the specific handoff or tool stack. I will tell you whether it fits a sprint, audit, or foundation build.
Contact Simon