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Service responsibility map
Automation, Data & Integration

Automate work where the process is understood and the controls are explicit.

Use automation where it removes real friction. We define the operating problem, controls, ownership, failure handling, and handoff before the technology becomes part of daily work.

How to read this page

Start with the outcome. Open a service brief for scope boundaries, ownership, evidence, and the planning range before you talk with us.

Responsibility catalog

12 services in this view

Planning ranges help establish fit. Final scope, price, timing, and responsibilities are documented in the written engagement.

Automation, Data & Integration

01 / 12

AI Readiness

Assess business processes, data, controls, risks, and implementation opportunities before deploying artificial intelligence.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

$9,500

Pricing approach

fixed project

Automation, Data & Integration

02 / 12

Workflow Automation

Automate deterministic and AI-assisted business workflows with clear controls, ownership, and exception handling.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

Commonly $18,000–$120,000+

Pricing approach

discovery then quote

Automation, Data & Integration

03 / 12

AI-Assisted Operations

Integrate artificial intelligence into bounded human workflows with explicit review, permissions, and failure paths.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

Discovery then quote

Pricing approach

discovery then quote

Automation, Data & Integration

04 / 12

AI Lead-Recovery Implementation

Discovery, one FSM integration, telephony/web lead capture, missed-call recovery, estimate follow-up, escalation policy, dashboards, launch, and staff training for home-service businesses.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

$2,999–$3,500 setup

Pricing approach

fixed project

Automation, Data & Integration

05 / 12

AI Lead-Recovery Managed Service

Monitoring, incident handling, workflow/rule optimization, reporting, supported integrations, and included voice/SMS/model allotments with disclosed overages.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

$1,499–$1,750/mo + usage

Pricing approach

platform plus usage

Automation, Data & Integration

06 / 12

AI Lead-Recovery Voice Usage

Pass-through metered telephony voice usage for AI Lead-Recovery customers.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

Metered voice minutes

Pricing approach

pass through

Automation, Data & Integration

07 / 12

AI Lead-Recovery SMS Usage

Pass-through metered SMS usage for AI Lead-Recovery customers.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

Metered SMS

Pricing approach

pass through

Automation, Data & Integration

08 / 12

System Integration

Connect application programming interfaces, software platforms, and operational systems into reliable cross-system workflows.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

Custom quote

Pricing approach

discovery then quote

Automation, Data & Integration

09 / 12

Data Migration

Move and reconcile data with validation, cutover controls, rollback planning, and ownership documentation.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

Typically $7,500–$120,000

Pricing approach

discovery then quote

Automation, Data & Integration

10 / 12

Data Engineering & Reporting

Build data processing, modeling, reporting, and decision-support systems when data is the primary outcome.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

Custom quote

Pricing approach

discovery then quote

Automation, Data & Integration

11 / 12

Documentation & Runbooks

Create maintainable operational, ownership, recovery, and support documentation for critical technology.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

Custom quote

Pricing approach

fixed project

Automation, Data & Integration

12 / 12

Training & Tabletop Exercises

Train teams and rehearse security, continuity, recovery, and operational scenarios with documented outcomes.

  • Workflow, data, and system-boundary mapping
  • Implementation and validation for the agreed automation, integration, or data scope
  • Exception and failure-path handling
  • Documentation and handoff appropriate to the solution

Planning anchor

Per-session or per-cycle scope

Pricing approach

per cycle

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