The work · AI implementation
Discovery Management
Nine back-office workflows, running every day
- Stage
- Operational
- Business
- Utah multi-entity management company
The starting state
Sales tax, owner payouts, payroll, expenses, reconciliation, and nightly rate decisions all handled by hand across spreadsheets and separate systems, every month, without end.
The challenge
Managing rental operations generates the same demanding work on a fixed calendar. Every month closes the same way, every owner payout has to reconcile, and every night has a right price. The work was accurate, and it consumed the calendar it was supposed to serve.
What was built
Nine workflows were mapped and implemented as governed systems, each keeping human approval at the decision points that carry money or leave the business. The rate-setting workflow was the deepest: it replaced an outside service staffed by people doing the arithmetic by hand.
How far this actually got
- SelectedThe workflow is chosen and the engagement is open.
- DiscoveredThe interview is complete and the priorities are set.
- MappedThe systems, data, decisions, and approvals are documented.
- ValidatedA working prototype holds up against real business cases.
- PilotingThe workflow runs live for a bounded set of real work.
- OperationalThe workflow carries the business every day.Highest verified stage
- MeasuredThe business result is measured and independently verified.
Outcomes
- Nine recurring workflows carry the business daily instead of consuming the calendar.
- An outside rate-setting service was replaced outright by one governed workflow.
- Human approval is retained at every step that moves money or leaves the business.
What this proof covers
Implemented workflows reported by the studio and approved for publication by the client. Photographic and video proof is in production and publishes at completion.
- Evidence
- Implementation records held by the studio; owner-approved for publication 2026-08-06. Video and photographic proof is in production.
- Stage meaning
- The workflow carries the business every day.