The Aptimate method

Build the right thing. Bring people with you.

Each stage creates the evidence needed for the next. Start small, prove value and only expand when the case is clear.

01 - Fit

Test the fit

A free 15-minute call to understand the problem and decide whether Aptimate can help.

02 - Assess

Find the right work

Map workflows, data and friction. Prioritise opportunities by value, effort and risk.

03 - Design

Define the system

Agree data flows, architecture, measures, controls and acceptance criteria.

04 - Build & Test

Test before trust

Build in a sandbox, test with representative data and document system behaviour.

05 - Deploy & Adopt

Make the change stick

Plan communication, roles and training; deploy operational and customer service workflows with monitoring, feedback and a clear operational handover.

The Value Ledger

Make every automated process prove its value.

Every workflow agent reports the time it saves against an agreed baseline. The Value Ledger turns that evidence into clear return on investment reporting, so you can see what is working and decide what should improve next.

Two practical ways to start

Choose the first step that fits.

Improve one real task in 60 minutes, or use an AI Snapshot to identify the strongest opportunities across your business. A full Opportunity Assessment follows only when deeper discovery will add value.

Start with wider direction

AI Snapshot

£950 fixed

High-level operational review, priority opportunities, tool recommendations, quick wins and concise written next steps.

If deeper discovery is justified, the Snapshot will recommend a full AI Opportunity Assessment. The Snapshot fee is credited in full when the Assessment is booked within 30 days.

For eligible founders across the UK, the Snapshot can also test whether an Aptimate Venture Partnership may be a fit.

Book an AI Snapshot

Recommended when needed

AI Opportunity Assessment

Stakeholder discovery, process review, prioritised opportunities, return on investment assumptions, roadmap, implementation plan and executive playback.

Scope and proposal are agreed when the AI Snapshot identifies a strong case for deeper assessment. For a selected UK venture, it can also define the scope, value and milestones for an AI-for-equity partnership.

Discuss an Assessment

Implementation and partnership

Progress from evidence to delivery.

Implementation

Quick Win Build

A single, well-defined automation delivered in under a week using one proven platform. Configured, tested on your live data, documented and handed over with a walkthrough for your team.

email triage · document routing · meeting follow-ups · invoice chasing · recurring admin

One workflow on one platform. Work that connects multiple systems is delivered as a Workflow Sprint.

Discuss a Quick Win →

Implementation

AI Workflow Sprint

Design and implementation of high-value workflows that cross systems or teams, from a single complex process to a connected set of automations, with agreed success measures, sandbox testing on representative data, documentation and full operational handover.

CRM and finance integration · document processing pipelines · exception routing · sales operations · onboarding

Discuss a Workflow Sprint →

Ongoing partnership

Managed AI Support

Monitoring, maintenance, user support and incremental improvement.

Discuss Managed Support →

Ongoing partnership

AI Concierge

Senior roadmap ownership, governance, vendor advice and leadership support.

Three-month initial term with a 30-day exit.

Discuss AI Concierge →

Implementation scope is confirmed in a fixed proposal after discovery. Third-party software, licences and usage charges are separate where required.

Start here

Use 15 minutes to test the fit.

We will recommend the most proportionate next step, including no engagement when the case is not strong enough.