SOPs, training, automation and AI

Make routine work clearer, more consistent and less manual.

We help owners and operations leaders fix the problems that keep coming back. We write down how the work gets done, train your team on it, take out the steps nobody needs and automate the rest, with AI where it actually helps. Then we hand it over, so your team can run it without us.

Three kinds of work KPI delivers: a written SOP, an automated workflow and an AI assistantSOPNew customer onboarding1Send the welcome packet2Set up the account3Book the kickoff callWORKFLOWFormCRMInvoiceRuns on its own, every timeAI assistantDrafted replies, waiting for your OKApproveEdit

You probably don’t need a big program. You need one thing fixed.

  • The same questions come up every week, and the same person answers them.
  • Three people do the same job three different ways.
  • Someone copies information from one system into another, every day.
  • Training a new hire takes months because nothing is written down.
  • You started fixing it last year. The document is still half finished.

If one of those is costing you real time or real mistakes, that is a good place to start.

Four ways to start.

Documentation

SOP Documentation

For work that lives in people’s heads. Record a task and we write the SOP, or we interview and watch your team and document a whole workflow. Either way you get instructions a new person can follow, and a team that uses them.

Document a process →

Training

Training Programs

For new hires who take months to get up to speed, and teams who learned the job from whoever was around. We turn your processes into onboarding and training your people actually finish.

Build a training program →

Workflow automation

Workflow Automation

For work that involves too much copying, checking and chasing. We map the workflow, cut the steps that don’t need to be there and connect or build the tools to handle the rest.

Fix a workflow →

AI

AI Solutions

For teams that think AI could help but don’t know where to start. We find the tasks where AI earns its keep, then build the assistant, app or automation and hand it over.

Put AI to work →

What this looks like in practice.

Specialty manufacturing

A failed audit, and one machine to prove it.

A manufacturer’s process lived in the operators’ heads. We documented one machine end to end, in one day. It grew into an ongoing documentation partnership.

Read the full story →

Regulated professional services

Three systems, none of which agreed.

The firm could not say what it had earned. We built one source of truth and turned the rule that lived in one person’s head into a system the team runs.

Read the full story →

Professional services

The system everyone had stopped trusting.

A broken core system had the whole team on spreadsheets. One fixed-fee project found the break, fixed it and retired the workarounds.

Read the full story →

How a project runs.

01 SCOPING

One named problem

We start with one process or workflow. You tell us what goes wrong and what it costs. We agree what done looks like before we quote a price.

02 DELIVERY

With your people, not around them

Interviews, observation, building and testing. You review as we go, not just at the end.

03 HANDOVER

Your team runs it

Your team walks through the result before we call it finished. You get the documents, the working setup and a named owner on your side to keep it current.

The team

Who does the work.

Rebecca Blichmann

Rebecca Blichmann

Head of Process & Training

Fifteen years in Big Tech implementation. She turns what experienced people know into instructions new people can follow, and trains teams to actually use them.

Read Rebecca’s profile →

Conor Doyle

Conor Doyle

Head of Development & AI

Builds the software side of KPI’s workflow projects: integrations between the systems you already use, automation and custom tools where nothing off the shelf fits.

Read Conor’s profile →

Meet the team →

We were growing but losing money on every job. KPI brought the structure we were missing. Within months we had real numbers, real accountability and growth that finally made us profitable.

Bruno Aragao, Ulta Home Improvements

Questions

Before you ask.

How much of my team’s time does this take?

Less than doing it yourselves. We need a decision-maker, access to the people who do the work and quick reviews. We do the writing, building and testing, so your team spends its time answering questions and checking the result rather than producing it.

Do I have to buy new software?

Usually not. We start with the tools you already pay for, configured properly or connected to each other. If something new is genuinely the better answer, we will say so, explain the trade-off and let you decide before you spend anything.

What if my team doesn’t use it?

That is why every handover includes your team walking through the result before we finish, and a named owner on your side who knows how to keep it current. Instructions nobody uses are not finished, so adoption is part of the job, not an extra.

Is my problem too small?

Probably not. Most projects start with one process or one workflow, on purpose. A small, well-defined fix is faster to deliver, easier to prove and tells you whether working with us is worth doing again.

What keeps going wrong?

Tell us about the process or task that needs fixing. We’ll tell you honestly whether it’s a project, and roughly what it would take.

No long-term contracts. If we’re not adding value, you stop paying us.