Workflow Intelligence.Built around your people.

Understand how each employee works, quantify where AI can create value, and give your team a practical path to adoption. All grounded in their workflows, in seven days.

7 daysFrom discovery to roadmap
2 hoursDiscovery per employee
CHF 2,500Per FTE · fixed price
Let’s meet See how it works
Experience drawn from
Zurich family offices alumni Benelux PE funds Enterprise

The detail is in how your people actually work.

Athena, our workflow intelligence tool, guides each employee through a private, self-paced conversation. It asks about the steps, systems, handoffs and exceptions that make their work their own.

Built on consulting experience and functional expertise, Athena follows up on the gaps. Your team contributes when they have time, with around two hours of discovery per person.

A current-state SOP for every workflow.

A record of how the work gets done, ready to support redesign, onboarding and business continuity.

AthenaProspecting & outreach
People
Tools
Decision

See where the value sits, workflow by workflow.

We redesign the work using proven workflow patterns and your employees’ own data. We identify where capacity can be released, then plan how to put it back into the workflows that drive output.

One employee. One working week.

With AI
Prospecting & outreach
18.0
Opportunity management
10.0
Meetings & reviews
6.5
Other workflows & overhead
5.5
Example from the offering overview. Hours per week across a 40-hour baseline. Smaller workflows are grouped.

Increase output in your core workflow.

Put released capacity back into prospecting and outreach.

Personalized outreach messages per week

Today
10
Target with AI
100
Example output scenario. Targets are validated for each workflow, alongside quality and adoption.

Capacity estimates guide the redesign. Output targets are agreed separately and measured alongside quality and adoption.

Future-state workflows & quantified savings.

The current and future states sit side by side, with the estimated time and cost impact of each change.

A better workflow, ready for the person who uses it.

Each employee receives an interactive guide tailored to their workflow, AI provider and level of experience. It walks them through the setup, prompts and actions, step by step.

We make the division of work clear: what AI prepares, what the employee checks, and where their judgment matters. Adoption starts in a task they already understand.

A personalized implementation guide.

Practical instructions and progress tracking, adapted to your AI environment, including Claude or ChatGPT.

Your workflow guideProspecting & outreach

Plan the next client visit.

Step 2 of 2
“Prepare my route and a brief for each stop.”
AI prepares

A route sequenced by proximity, with drive times and a five-item brief per stop. Missing contacts are flagged for review.

You decide

Check the briefs, verify unknown contacts and adjust the route to fit the day.

Built from your existing workflow
Guide excerpt. The coverage check and visit preparation are drawn from the offering overview.

Seven days.
A clear path forward.

Start with a defined cohort. We agree the scope, capture the workflows and turn the findings into a business case and personalized implementation guides.

CHF 2,500Per FTE · fixed price for the engagement
Scope your first cohort
  1. Day 1

    Map the current state.

    Around two hours of private, self-paced discovery per employee, including the steps, systems, handoffs and exceptions behind the work.

    You receive: current-state SOPs
  2. Day 5

    Design the future state.

    Review the opportunities, redesign each workflow and quantify the estimated time and cost impact using employee data and workflow benchmarks.

    You receive: future-state workflows & savings
  3. Day 7

    Put the roadmap in their hands.

    Give each employee an interactive guide with the instructions, prompts and actions to implement their redesigned workflow.

    You receive: personalized AI implementation guides

A few practical questions.

Start with the team and workflows where greater clarity could change the result.

How much time does each employee need?

The current-state discovery takes around two hours per person. Athena guides the conversation at the employee’s pace. Time for setup and adoption depends on the redesigned workflows.

Does everyone need to know how to use AI?

The implementation guide is tailored to each employee’s current AI proficiency and the provider your team uses. It explains the specific steps, prompts and actions for their work.

What do managers get from this?

A detailed view of how work differs across the team, a quantified opportunity by workflow, and a basis for deciding what to keep, remove or adapt. The current-state SOPs also support onboarding and business continuity.

What is delivered at the end of seven days?

Current-state SOPs, future-state workflows with estimated savings, and personalized interactive implementation guides. These establish the business case and the steps employees need to follow to put the changes into practice.

Start with the work.
See what becomes possible.

A 30-minute conversation is enough to scope a first cohort and agree on a start date.

Let’s meet Read the overview