AI process transformation
Map the current process, identify handoffs and delays, then design a future workflow that uses AI where it can help people work faster and more consistently.
I help businesses apply AI to improve how work moves: redesigning processes, automating repetitive steps, setting practical safeguards, and measuring what changes.
Each engagement starts with the actual workflow and a clear business goal. The AI solution follows from that work.
Map the current process, identify handoffs and delays, then design a future workflow that uses AI where it can help people work faster and more consistently.
Reduce repetitive intake, data entry, routing, reporting, and follow-up by connecting suitable AI and automation tools to the systems a team already uses.
Define who reviews AI output, what data the workflow may use, how exceptions are handled, and when a person must make the final decision.
Set a baseline, track useful measures such as handling time and error rates, gather team feedback, and refine the workflow after launch.
A fictional service-business case exploring how customer requests become organized follow-up.
A customer inquiry arrives. The workflow categorizes the request, updates a customer record, creates a follow-up task, and prepares a reply for an employee to review.
Read the case study ↓“A pipe burst and water is flooding our laundry room in Sacramento. Please call as soon as possible.”
Summit Home Services is fictional. The examples use simulated data and do not claim measured client results.
In this scenario, office staff read every customer message, decide what service is needed, enter details in a CRM, write a response, and set follow-up. During busy periods, that handoff can delay the next step.
I built a local intake system to show where automation can remove repetitive work while keeping an employee in control of customer communication.
Try the intake example ↗This browser example uses simulated rules and sample messages; it does not connect to a live email inbox or CRM.
A new inquiry enters the sample inbox. Newly submitted messages can process automatically.
The system identifies service type, urgency, location, and a summary. Unclear details remain visible for review.
A local CRM contact is created or updated, and a follow-up task is added. Spam is excluded.
An employee can edit and approve the draft. Approval is recorded locally; no email is sent.
At 30 inquiries per week, reducing human handling from an assumed 10 minutes to an assumed 1.5 minutes would free about 4.25 hours weekly. A real project needs observed timings, quality checks, and follow-up outcomes.
I'm Andy Au, a program and project manager with experience working with Fortune 100 companies across data science, analytics, and business operations. I hold an MBA from UC Davis.
I'm passionate about helping small business owners get time back. I look closely at the work happening behind the scenes, find the steps that slow teams down, and use practical AI and process improvements to make them simpler. The goal is a smoother business that gives you more time to focus on your customers and growth.
Tell me what your team handles manually today, and where the process slows down.