How it works
From first call to fully running.
Five stages, the same for every practice. Most solutions are live in about four weeks; Blueprint takes about six.
The five stages
What happens, and when.
- 01
Practice Diagnostic
Three short steps online, then a 30-minute conversation about your systems and bottlenecks.
- 02
Solution design
We map your current workflow and agree what to automate, what to connect and where people approve.
- 03
Implementation
Built in your voice and brand, connected to your systems, tested on de-identified data.
- 04
Training and go-live
Your team trained, approvals switched on, then two weeks of close monitoring.
- 05
Optimisation
A monthly report on what changed, and the next improvement we recommend.
Quality gates
Nothing moves forward half-finished.
Gate 1 · Access and consent
Logins shared securely, data terms signed, privacy wording agreed.
Gate 2 · Design sign-off
Workflow and approval points agreed in writing.
Gate 3 · Test pass
Every scenario tested on de-identified data, including trick questions.
Gate 4 · Practitioner sign-off
Your practitioner reviews real outputs before go-live.
Gate 5 · Stable running
Two weeks of close monitoring after launch.
Start with a Practice Diagnostic.
A few short questions, then a free 30-minute conversation. You’ll leave knowing what’s worth connecting or automating first.