Tally & Gate

Services

Every engagement starts with one workflow that costs you time every week. We scope it on a short call, then pick the smallest piece of work that will show a measurable result.

Process & Automation Assessment

A short, fixed-scope look at how one area of the business actually runs.

  • Current-state process map, built with the people who do the work
  • Baseline numbers: response time, rework, hours spent, hand-offs
  • A prioritized 90-day plan: what to fix by hand, what to automate, what to leave alone

Gated AI Workflow Pilot

One workflow redesigned and put into production with an approval queue.

  • AI prepares the work (drafts, sorting, checklists); a named person approves before anything goes out
  • Logging, cost limits and clear owners from day one
  • Staff training and a before/after report on the same baseline numbers

Ongoing Care

For workflows that are running and need to stay healthy.

  • Monitoring and tuning
  • A monthly KPI report in plain language
  • Changes made the same way: measured, approved, logged

What we don’t do

  • Hand AI the keys to send, sign or pay without a person approving
  • Lock you into accounts or data you don’t own
  • Sell tools for their own sake

Pricing is set per engagement after a scoping call. Get in touch.