Low risk and reversible
Rules-based steps can move on their own when the conditions are clear and approved. Think filing, routing or a pre-approved reminder.
THE MDX METHOD / ACCOUNTABLE AUTOMATION
The work moves.
Your judgement stays.
We start with the real process, decide where automation must stop, and prove the workflow with the people who will use it.
FIXED SCOPE · NAMED APPROVALS · YOUR SYSTEM TO KEEP
01 / THE DECISION MAP
Three kinds of work.
One clear boundary.
We record the reason for every handover instead of hiding it inside a tool.
Prepared for review
The workflow reads, matches or drafts. A named person checks the source and approves before a client-facing or consequential step.
Judgement stays human
Professional advice, evidence, clinical judgement and decisions affecting people are kept with the qualified person.
02 / FROM QUESTION TO HANDOVER
Accountable automation,
step by step.
Seven decisions from the first audit to a handover your team can run.
Audit the real work
We map one process with the person who actually runs it: inputs, decisions, handovers, systems and exceptions. We time the work so the recommendation has a baseline.
Mark the Stop Points
Together we classify each step as Automate, Assist or Human only. A named role owns every approval point. Client communication, money, advice and irreversible actions receive particular care.
Design the Failure Plan
For each step we ask what happens when information is missing, an output is uncertain or a connection fails. The answer is a route to pause, retry, escalate or return to a person.
Build in your tools
We check the systems you already use before proposing another platform. The workflow, permissions and data path are agreed during scoping.
Prove it with your team
We compare sample outputs with your current process, test exceptions and tune the Stop Points. Your team decides when the workflow is ready to use.
Hand over the Control File
You receive the workflow map, approval register, logging design, data and tool list, failure procedure and reviewer notes. You keep the accounts and documentation.
Care, if you want it
Tools and work change. Optional care covers monitoring, break fixes and agreed adjustments to review points.
WHAT YOU KEEPOne workflow.
One workflow.
A clear record of control.
The Control File describes what the system does, who can approve it, what gets logged, where the data goes and how to return to manual work.
See the failure and review designNEXT / START WITH ONE WORKFLOW
Start with the process
that keeps coming back.
The fixed $2,400 Automation Audit maps the opportunity before you commit to a build.
Book an Automation Audit