Map how the work gets done
Follow the work across applications and teams. Find where it waits, why it comes back, and how much time people spend on each step.
For AI consulting firms
Give your clients a better AI roadmap.
Help clients choose which agents to build, plan the work, and track the results. Your team delivers it through software that carries your brand.
For established U.S. consultancies building AI practices.
AI project priorities
Choose the first projects.
12workflows assessed
3priorities for review
1shared client roadmap
Recommended opportunityModeled annual capacity
1
Invoice preparationFinance operations
$240k
2
Customer onboardingClient operations
$180k
3
Weekly reportingBusiness operations
$96k
Ready for your delivery team to review.
Find out what slows your client down.
A client interview gives you a starting point. Frank connects those conversations to the recurring tasks, delays, and exceptions in the business, so your recommendations account for how people actually work.
Decide what should change
Simplify unnecessary steps. Use ordinary software for fixed rules, agents for suitable judgment tasks, and people for decisions that need their expertise.
Choose the projects worth doing
Compare the expected benefit with the cost and effort to deliver it. Agree who owns the result and how you will measure it before building.
Build it and follow the results
The delivery team puts the selected workflows into use. Track how people use them, what changes in the operation, and what they cost to run.
Give your delivery team a plan they can build.
Give each recommendation the detail your team needs: the process to change, the systems involved, and the people who approve the result. They can start implementation with those decisions already made.
- Measure working time and waiting time separately.
- Plan for missing records and upstream delays.
- Decide where rules, agents, and people belong.
Meridian Services / Finance operations
Prepare the record for review
Work completedJob system
Records
Agent assembles recordDocuments + completeness checks
Complete record with source evidenceReady for review
Review & approveFinance team
Approved
Ready to billBilling system
↩Exceptions ownedRoute missing items to the responsible team
✦
The reviewer receives a complete record.
Measure completeness, review effort, and time to bill.
Add software revenue to your consulting practice.
License Frank Signal under your own brand and give clients one place for discovery, their AI roadmap, and results. You own the client relationship and implementation; Frank supplies the software.
Reduce the effort spent on discovery and improve delivery margins. Resell the workspace as a subscription paid by your clients, adding recurring software revenue to your implementation services.
Book a conversationY
Your consultancyYour client’s AI workspace
During the engagementEvidence → priorities → implementation
After the first deploymentAdoption → outcomes → the next opportunity
Your consultancy’s workspace, powered by Frank Signal.
What is your next client trying to improve?
Talk with Wade about using Frank in your next engagement and offering it under your own brand.
Book a conversation