What we build
Five practice areas. All grounded in production delivery.
We design and build automation that eliminates manual work, reduces errors, and compounds over time. Every service line has live deployments behind it.
Workflow & Process Automation
If your team follows the same sequence of steps more than ten times a week, it should be automated. We identify the pattern, model the logic, and build a reliable automated pipeline that replaces the manual work, without disrupting what already works.
This includes approval chains, data hand-offs between systems, scheduled report generation, notification and escalation flows, and multi-step form processing. We typically see efficiency gains of 60–87% on targeted processes once automated.
We work within your existing infrastructure. No rip-and-replace, no expensive platform migrations. We connect to what you already have.
Who this suits
Operations teams with identifiable bottlenecks. Businesses where the same manual steps recur daily or weekly. Teams spending significant time on tasks that follow consistent rules.
Tools we use
Channel Mapping Automation
Efficiency gain
Saved annually
Hotel channel mapping reduced from three days to same-day. Manual error rate eliminated. Single-point-of-failure dependency removed.
Read case study →AI-Powered Customer Operations
High-volume, repetitive customer interactions are an ideal target for AI. Whether that is support case triage and routing, onboarding validation, customer self-service, or automated follow-up. We build systems that handle the volume without proportionally growing the team.
We have automated over 2,600 support cases in a single year in a live production environment. 10% of total case volume is handled without a human touchpoint. The system identifies case type, routes appropriately, and resolves or escalates based on defined logic.
We integrate with your existing CRM and support tooling. No new platform required.
Who this suits
Software companies with high-volume customer touchpoints. Businesses where support teams handle a significant proportion of repetitive, low-complexity cases. Customer success teams under headcount pressure.
Tools we use
Support Case Automation
Cases automated YTD
Of total case volume
Support case automation running in live production, handling a meaningful proportion of total case volume without manual intervention.
Discuss your situation →Onboarding & Configuration Automation
For SaaS companies with complex onboarding, consultant time is often the primary constraint on how fast you can bring on new customers. We remove that constraint by automating the interpretation of customer requirements and the generation of correct configuration, without the manual step in between.
Our ConfigBot approach has taken a two-week manual process down to 2.5 days, with 75% less consultant effort. Our PMS AutoConfig has saved 780 hours per year and eliminated configuration errors entirely.
These are not prototypes. Both are in production, handling real customer onboardings.
Who this suits
SaaS companies where professional services consultants spend significant time on configuration that follows learnable rules. Businesses with growing implementation pipelines and fixed headcount. Organisations where onboarding errors create downstream support cost.
Tools we use
Data Migration Automation
Migrating customers from legacy or competitor platforms is manual, time-consuming, and error-prone. Every source system is slightly different. Every migration requires someone to interpret, map, and transform the data. We automate that process.
Our AI-powered transformation pipeline reads raw data in any format, applies intelligent column mapping, normalises values, and produces validated output ready for import. What was taking consultants up to an hour per customer now takes seconds. We have run this in production over 50 times.
The system flags exceptions for human review rather than silently failing. You retain control without retaining the manual workload.
Who this suits
Software companies that migrate customers from legacy or competitor systems. Businesses with recurring migration requirements. Organisations where data transformation is a regular professional services cost.
Tools we use
Venue Data Migration
Saved per month
Production runs
1 hour per venue reduced to seconds. Running in production with stakeholder-verified outcomes.
Read case study →AI Portfolio Governance & Strategy
Most organisations experimenting with AI have a fragmented picture: projects started in different teams, inconsistent measurement, no shared view of what is working. We bring structure to that without adding bureaucracy.
We have built and operated a governance framework across 100+ AI initiatives, with a tracked ROI model, a three-gate InfoSec and commercial approval process, an Initiative Scorecard for prioritisation, and regular executive reporting. This has been presented to private equity investors as part of a portfolio-wide review.
If you want to move beyond ad-hoc AI experiments and build a managed, measurable programme, this is how we structure it.
Who this suits
Mid-market and enterprise businesses with multiple AI initiatives running in parallel. Organisations where the CEO or board wants visibility and accountability on AI spend. Companies that have started well but need a governance layer to scale.
Proprietary frameworks included
Agent as Employee
Model for treating AI agents as accountable team members with defined roles, constraints, and performance expectations.
AI Maturity Model
Assessment tool for understanding where your organisation sits on the automation maturity curve and what to prioritise next.
Initiative Scorecard
Consistent framework for evaluating, prioritising, and reporting on AI initiatives by effort, ROI, and strategic alignment.
Skills Marketplace
Three-gate governance model for managing AI capability development across teams: InfoSec, commercial, and deployment approval stages.
Division-Wide Automation Programme
Freed annually
Initiatives governed
Portfolio-level automation governance across 5 automations in one division. Offshore dependency eliminated. PE investor presentation delivered.
Read case study →Training & Team Enablement
Automation only delivers lasting value when your team understands, trusts, and can operate what we build. Our enablement programmes ensure that knowledge transfers from us to you, so you are not dependent on us to keep the lights on.
We offer structured AI literacy sessions for leadership teams, hands-on tool training for operational staff, and workflow walkthrough sessions for anyone taking ownership of an automated process. We also help organisations build internal AI adoption frameworks so that automation thinking becomes a capability, not a one-off project.
Training can be delivered as a standalone engagement or as part of any build and deploy project.
Discuss your team's needsWhat we cover
AI literacy for leadership
Practical grounding in what AI can and cannot do, how to evaluate initiatives, and how to govern an AI portfolio.
Tool training for operational teams
Hands-on sessions covering n8n, Power Automate, and AI-assisted workflows, built around your specific processes.
Handover and ownership sessions
Structured walkthroughs for the team taking ownership of any automation we build, including documentation and Q&A.
Internal AI adoption frameworks
Help building the internal processes and culture needed to identify, prioritise, and run automation initiatives without external dependency.
How a typical engagement works.
Five stages from first conversation to live automation, designed to deliver a working proof point early, not at the end.
Discovery
A 45-minute call to understand your operations. We map the target process, estimate the ROI, and tell you honestly whether automation is worth pursuing.
Design
We define the automation architecture: tooling, data flows, integration points, success metrics, and governance requirements. Nothing starts build without a clear specification.
Build
Iterative delivery with early proof points. You see a working automation handling real cases before the full scope is complete, reducing risk and building confidence.
Deploy
Production release with monitoring, documentation, and handover. We measure against the success metrics agreed at design. The system earns its keep from day one.
Scale
Once a pattern works, we replicate it. The same architecture that solved one process can often be adapted to five more. This is where the compounding return begins.
Not sure which service fits your situation?
Book an AI Opportunity Session and tell us what your team is doing manually. We will identify the highest-value automation opportunity and explain exactly how we would approach it.
Book an AI Opportunity SessionOr email hello@operait.co.uk