Phase 1
Understand
A working session with the people who run the jobs, the sites and the office, to map how a job moves today.
How we work
Four phases, starting with how you already work.
From understanding the business to agents running on your data. Combined in four steps, with nothing ripped out on day one.
Phase 2
Plan
A short plan for what goes in first, which systems connect, and what data comes across.
Phase 3
Configure
The platform set up with your stages, forms, rates and documents, loaded with your own records.
Phase 4
Launch & improve
Agents switched on where they save time, then continuous improvement as the data builds.
Why now
Custom software in months, not years.
A traditional build is still in testing when an AgentOrgs platform has already been live, and improving, for the better part of three years.
Traditional build
Multi-year programme
AgentOrgs with AI
Live within four months
Start6 mo12 mo18 mo24 mo30 mo36 mo
Context
Plan
Customize
Launch
First value on a traditional build: year three.
Consolidation
What you already run stays, until it shouldn’t.
A 90-minute session lists every system, the data it holds, and who relies on it. Then we connect, bring the work across, and keep improving.
Step 1
Map
Every system, the data it holds, and who relies on it.
Step 2
Connect
Systems you keep are linked through an API or a connector we build.
Step 3
Bring across
Estimates, execution, scheduling, invoicing and the inbox move onto one platform, with recent history.
Step 4
Keep improving
Continuous improvement, so you are running on the best available technology as the data builds.
Today, the usual stack is separate. Accounting re-keyed from elsewhere. Quotes in spreadsheets. Purchase orders by email. Scheduling on a whiteboard. Timesheets on paper. Documents on a shared drive. The inbox holding the real job status. Excel in the middle, reshaping data by hand. We replace that link with one record.
Your data
Stored where you are, and kept separate.
- Your data is stored where you are, so it stays under your own privacy rules.
- Your own isolated environment, with role-based access to approvals, settings and payroll.
- We will sign your NDA before any data changes hands.