Timing depends on access, workflow complexity and your team’s readiness to review. A focused scope and ready inputs can help us move faster.
Your existing systems
Your SOPs and approvals
The deployment path
One workflow. Five steps to lasting value.
Each stage has a clear outcome. Security review and access planning can run alongside workflow discovery.
01
Choose the first workflow
Start with repetitive work that has clear inputs and a measurable finish. Walk through the current SOP, normal cases and exceptions with the people doing the work.
What you leave with
A shared scope, workflow owner and baseline for measuring results.
02
Connect systems. Set the rules.
Map the inboxes, documents, TMS and other systems involved. Set access permissions, field mappings, business rules and the decisions that need human approval.
What you leave with
An AI Operator built around your systems and SOPs.
03
Validate with your team
Review representative requests, missing data, exceptions and failed system responses. Check the result in the receiving system—not just whether the AI took an action.
What you leave with
Reviewed test results, acceptance criteria and a manual fallback path.
04
Launch the agreed scope
Confirm operational sign-off, escalation owners and how the team will monitor work. Begin with the workflow, offices and volume agreed for the first release.
What you leave with
A production workflow with clear ownership and human checkpoints.
05
Review results. Expand with evidence.
Review completed work, exceptions, handling time and corrections. Use those results to refine the workflow and decide when to add offices, customers or use cases.
What you leave with
A measured basis for the next deployment—not a bigger scope by default.
Working together
Clear ownership. Fewer handoff gaps.
Agree the responsibilities at the start, so progress does not depend on guessing who owns the next step.
Shipflow
Turn the workflow into an AI Operator.
Map the process and implementation approach with your team.
Connect the agreed systems and translate SOPs into workflow logic.
Test execution, approvals and exception handling with your reviewers.
Support rollout and review workflow changes within the agreed service scope.
Your team
Bring the context. Own the decisions.
Name an operational owner and involve IT or security early.
Provide SOPs, representative examples and authorized system access.
Review test outcomes and approve readiness for production.
Own business-policy decisions and handle escalations that need judgment.
Before the first working session
Bring the work. Not a perfect specification.
A few real examples help us map a useful first deployment. Include difficult cases, not only the clean ones.
01
A workflow and its owner
What starts the work, who handles it and what counts as finished.
02
SOPs and sample inputs
Representative emails, documents and exceptions, shared through an agreed secure channel.
03
Systems and review requirements
The tools involved, access owners and your IT or security review process.
After go-live
Keep the workflow working.
Go-live is the start of an operating routine. Agree these responsibilities before launch.
Monitor the work
Choose who reviews dashboards, handles exceptions and contacts Shipflow when the workflow needs attention.
Manage changes
Agree who maintains integrations and SOPs, how changes are tested and who approves their release.
Recover safely
Document when to stop an action, who takes over and how unresolved work returns to the operations team.
Your rollout plan sets support coverage, response targets, maintenance responsibilities and how changes are requested.
Deployment questions
Before you get started.
How long does enterprise deployment take?
Most enterprise deployments take one to three months from discovery to production. Timing depends on workflow complexity, system access, data readiness, security review and availability for testing. Shipflow can move faster when the scope and required access are ready; the delivery plan is agreed with your team.
Do we need to replace our TMS or build a new internal platform?
No. Shipflow connects to the systems your operation already uses, including internal-built systems. Your IT team helps confirm the available interfaces and access permissions. The connection approach depends on the systems and workflow involved.
Can we start with one office and expand later?
Yes. Start with one workflow and operating scope, then use the results to plan expansion. SOPs can be managed at company, office and team levels. New offices or use cases still need their local requirements, permissions and exceptions reviewed.
What happens when a task cannot be completed automatically?
The workflow routes the case to the responsible person with the available context and actions taken. Before launch, agree the stop conditions, escalation owner and manual continuation path so unresolved work has a clear destination.
Start with one workflow
Plan the first step with your team.
Map the opportunity, the systems and the path to production in a working session with Shipflow.