Consulting / Workflow automation
Less repeat work.
Better flow.
Dillingham Capital designs and builds workflow automations around how the business operates: the inputs, the systems, the people, and the exceptions.
Where this helps
The work happens. Moving it takes too much effort.
Your team re-enters information, checks inboxes, chases updates, or assembles the same report. Automating those handoffs starts with understanding the process and the systems it touches.
Possible applications
- Route incoming requests to the right owner.
- Move approved information between business systems.
- Trigger updates, reminders, and recurring reporting.
Examples to discuss for your business; the proposal defines the actual project.
Project deliverables
A connected workflow
An automation for the agreed process, with defined triggers, inputs, actions, and system connections.
A tested way to handle exceptions
Checks for missing information, failed steps, and situations that need a person to intervene.
A handover your team can use
Workflow documentation, named ownership, and a walkthrough of operation and recovery.
We agree which systems can be connected, required access, testing, and release steps before building. Tool subscriptions and ongoing support are identified in the proposal.
How the work moves forward
One workflow.
A defined scope. A usable handover.
- 01
Understand the work
Discuss the goal, a recent example, the people involved, and the systems it touches.
- 02
Agree the scope
Define the deliverable, access, delivery stage, fee, timing, and responsibilities in writing.
- 03
Build & test
Build the agreed solution or operating design, then evaluate it against the agreed acceptance criteria.
- 04
Hand over
Document operation and recovery, clarify ownership, and walk the team through the work.
Start with a fit conversation. Paid work begins after the written scope is agreed. Discuss your project
Is the design sprint required?
A defined project can go directly to implementation scoping. The paid design sprint is useful when the workflow, constraints, or direction need to be established first.
Can we use our existing systems?
We start with the tools and process you already use. Feasibility depends on available integrations, access, data quality, and your requirements. We agree the connections before building.
What determines the fee and timing?
The workflow, delivery stage, connections, evaluation, and team participation determine scope. Deliverables, fee, timing, recurring tool costs, and responsibilities are agreed in writing before paid work.
What happens after the build?
The agreed handover includes documentation, ownership, and a walkthrough. Any ongoing support, provider subscriptions, access, and rights to deliverables are defined in the proposal; continuing support is a separate agreement.
Connected to the wider work
Automation works when ownership works.
A faster handoff is useful only when someone knows what happens next. People and organizational alignment can be part of the same project.
Explore people & organizational alignmentStill deciding where to start?
A focused design sprint can establish the workflow, constraints, and practical next step before an implementation.
Explore the Workflow Design SprintWork with Aaron
Which tasks keep your team working by hand?
Describe your business and the work that needs to improve. Start with a conversation about fit, then agree the deliverables, fee, and timing in writing.
Discuss your project