AI consulting / process improvement

Less manual work.
More room to serve customers.

I help businesses apply AI to improve how work moves: redesigning processes, automating repetitive steps, setting practical safeguards, and measuring what changes.

Four connected servicesFour interactive practice cases
Services

Where I can help

Each engagement starts with the actual workflow and a clear business goal. The AI solution follows from that work.

01 / TRANSFORM

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.

Outputs: process map, use-case priorities, implementation plan
View case study and demo →
02 / OPTIMIZE

AI workflow optimization

Reduce repetitive intake, data entry, routing, reporting, and follow-up by connecting suitable AI and automation tools to the systems a team already uses.

Outputs: workflow design, focused pilot, handoff steps
View case study and demo →
03 / GOVERN

AI governance and adoption

Define who reviews AI output, what data the workflow may use, how exceptions are handled, and when a person must make the final decision.

Outputs: review rules, ownership, escalation path
View case study and demo →
04 / IMPROVE

AI continuous improvement

Set a baseline, track useful measures such as handling time and error rates, gather team feedback, and refine the workflow after launch.

Outputs: measures, review cadence, improvement backlog
View case study and demo →
Selected work / 01

Inside the workflow

A fictional service-business case exploring how customer requests become organized follow-up.

Fictional case study · interactive example

Summit Home Services

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 ↓
IntakeRoutingCRM recordsHuman approval
Summit / intake studio
Incoming message
Water in laundry room

“A pipe burst and water is flooding our laundry room in Sacramento. Please call as soon as possible.”

Structured result
ServicePlumbing
UrgencyEmergency
LocationSacramento
Assigned toUrgent dispatch
CRMContact created
Follow-upTask created
Reply drafted → employee review required
12 sample inquiriesFictional messages with varied requests
Duplicate handlingFollow-ups update an existing contact
No automatic sendingReplies require human review

Summit Home Services is fictional. The examples use simulated data and do not claim measured client results.

Case study / Summit Home Services

From inbox to action

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.

01
Receive

A new inquiry enters the sample inbox. Newly submitted messages can process automatically.

02
Understand

The system identifies service type, urgency, location, and a summary. Unclear details remain visible for review.

03
Record and route

A local CRM contact is created or updated, and a follow-up task is added. Spam is excluded.

04
Review the reply

An employee can edit and approve the draft. Approval is recorded locally; no email is sent.

Potential impact / illustration

Measure the minutes that matter.

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.

About Andy

Make more room for what matters.

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.

Connect with me on LinkedIn ↗

Contact

Have a workflow in mind?

Tell me what your team handles manually today, and where the process slows down.

Email Andy ↗