Method

A disciplined operating system for enterprise deployment.

Every engagement runs through the same four phases. Senior, instrumented, and shipping on a weekly cadence.

01

Scope

We define the agent, the success metric, and the stack constraints in one working session. If it shouldn't be built, we say so.

02

Build

We ship inside your environment with your real tools, data, and people. No throwaway demos.

03

Install

Deploy to production with monitoring and guardrails. Hardened before handoff.

04

Handoff

Documentation, recorded walkthroughs, and an escalation path so your team owns it.

Technical backbone

What 'installed' actually means.

Every Kaizen install ships with the same seven artifacts. They're how the system stays trustworthy after we leave.

01

Workflow map

Before we write a line of code, we map the current workflow end-to-end — actors, systems, decisions, handoffs, and the moments where time leaks. The map is the contract for what the agent will and won't own.

02

Integration map

Every system the agent reads from or writes to, with auth method, rate limits, owner, and failure mode. APIs we trust, APIs we wrap, and the manual seams we deliberately leave for humans.

03

Guardrails

Allow-lists for tools and recipients, hard thresholds on dollar amounts and external sends, role-based scopes, and a kill switch your team controls. The agent never has more authority than the role it replaces.

04

Evaluation set

A versioned set of real inputs with expected outputs we run on every change. New prompts, new models, new tools — nothing ships until it passes the eval and the regression set.

05

Observability

Structured logs of every input, tool call, model response, and human decision. Dashboards for volume, latency, override rate, and cost. If something looks off, you can answer 'why' in one query.

06

Handoff runbook

A written runbook your team owns: how to pause the agent, how to read the logs, how to update the prompts and evals, and the escalation path back to us if something genuinely breaks.

07

Iteration cadence

Weekly review of eval results, override rate, and exception queue. We retire prompts that regressed, tighten thresholds that fired too often, and add the new edge cases your team found.

Validation & controls

How we keep an agent trustworthy in production.

The same seven controls ship with every install. They're how the system stays safe after we hand it off.

01

Eval sets

Versioned real inputs with expected outputs. Every prompt, model, or tool change runs the full eval before merge.

02

Sandbox tests

Agents run end-to-end against staging copies of your tools before they touch production accounts.

03

Approval thresholds

Hard caps on dollar amounts, external recipients, and high-risk actions. Above the threshold, a human approves.

04

Audit trail

Every input, tool call, model response, and human decision is logged and queryable for at least 90 days.

05

Rollback & kill switch

One-click pause per workflow, plus prompt/version rollback. Your team owns both — not us.

06

Monitoring dashboard

Volume, latency, override rate, error rate, and cost. If something looks off, you can answer 'why' in one query.

07

Owner handoff

A named owner on your side, a written runbook, and recorded walkthroughs. Day one, your team can operate it.

Integrations

Tool stack we install into.

If it has an API, a webhook, or an MCP server, we can wire an agent into it. Below is the surface we work with most often — honest scope, not a logo wall.

Comms
  • Slack
  • Microsoft Teams
  • Gmail
  • Outlook
  • Zoom
  • Discord
CRM & sales
  • HubSpot
  • Salesforce
  • Pipedrive
  • Attio
  • Close
  • Dynamics 365
Docs & knowledge
  • Notion
  • Google Drive
  • Confluence
  • SharePoint
  • Coda
  • Dropbox
Ops & tickets
  • Linear
  • Jira
  • Asana
  • ClickUp
  • Zendesk
  • Intercom
Data
  • Snowflake
  • BigQuery
  • Postgres
  • Airtable
  • Google Sheets
  • Supabase
Automation glue
  • n8n
  • Make
  • Zapier
  • Workato
  • Custom APIs
  • MCP servers
Calendars & forms
  • Google Calendar
  • Outlook Calendar
  • Calendly
  • Typeform
  • Tally
  • Fillout
Models & infra
  • OpenAI
  • Anthropic
  • Google Gemini
  • AWS Bedrock
  • Azure OpenAI
  • Vercel AI Gateway

Unusual stack? Mention it on the scoping call — we'll tell you honestly whether it's a fit.

Principles

What we won't do.

  • Sell a roadmap we won't help install.
  • Put anyone but trusted operators on your engagement.
  • Build in a sandbox and call it shipped.
  • Quote a price we can't honor.
Start small

Start with a scoped recommendation.

Tell us the workflow, tools, and outcome. We'll recommend the shortest path: hourly consulting, installation, or a workshop.