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varolio

AI for Professional services

Keep every client commitment connected to the work

Connect client requests, documents, decisions, and team handoffsMake ownership and blockers visible, then deliver AI around the coordination your teams repeat every dayConnect client requests, decisions, and handoffsMake blockers visible and automate routine coordination

Find your service workflow opportunitySee the workflow

Start with your operationNo defined AI use case needed

Office partners reviewing documents across a desk.
Professional servicesThe work behind the workflow

The work

Keep requests, ownership, and client handoffs connected

The evidence

  • Client brief
  • Statement of work
  • Internal discussion

The first measure

Request resolution time

01Reconstruct

Keep the request and the commitment together

Connect the client conversation to its scope, documents, decisions, and ownerGive the team a shared understanding of what needs to happen nextConnect the client conversation to its scope, documents, decisions, and owner

Records from several systems converge into one reconstructed case

The operational footprint

Case intelligence

Client Request

REQ-0842

Reconstructed
Owner
Client operations
Current blocker
Scope approval pending
Next step
Prepare the scope review
  1. Record
  2. Update
  3. Current state

Evidence 03

Current blocker

Scope approval pendingThe next step is assigned to client operations

02Find the friction

Find the coordination that holds delivery back

Trace repeated clarification, review, and handoff loopsIdentify where missing context or ownership creates avoidable effortTrace repeated clarification, review, and handoff loops

Process mining · 263 client requests · last 90 days

Stage

Stuck

Approval

237 of 263 client requests reached this step

To get here
3.4d · usually 0.9d
Slowest tenth
9d+
Hit an issue here
31%
Went back here
41 times

Waiting for

client 78%us 22%

Where they go next

  • ↺ Scoped27%
  • Delivered73%

03Deliver

Put routine coordination into a workflow

Deploy agents to prepare status updates, gather information, and route reviewsKeep client-facing commitments and scope changes under human controlAgents prepare updates, gather information, and route reviewsYour team controls client commitments and scope changes

The same context, evidence and controls, from discovery into execution

AI delivery workspace

Customer-specific solution

Prepare the scope review

Case contextAgent skillsAction rules
Operational object
Client Request
Actions
Collect evidence, check requirements, route review
Boundary
Sensitive decisions follow your approval rules
Success measure
Request resolution time

A defined workflow built on your operational model

Examples from live deployments

Where it shows up

Six places this work pays back first, each measured in productionYour own numbers come from the map of your operation

  • Client intake

    Every request owned from the first email to an agreed scope

    Time back per person
    up~6 hrs/wk

  • Billing & collections

    Invoices raised against the work delivered and past-due accounts chased

    Overdue payments
    down25%

  • Vendor & subcontractor invoices

    Supplier invoices matched to the engagement before payment

    Invoice lines auto-verified
    ~95%
    Duplicate payments
    down98%

  • Client approvals

    Client and partner sign-offs owned on a timer, with nothing stalled in an inbox

    Exception to owner
    DaystoMinutes
    Resolved without escalation
    85%

  • Delivery handoffs

    Commitments carried from the sale to the delivery team, with the full context

    Time back per person
    up~6 hrs/wk

  • Leadership

    Every client, engagement and team; the cause, not the symptom

    Live exposure total
    Per client

Value you can account for

See the opportunityMeasure the improvement

Agree what matters before deliveryThen connect the change in the operation to the evidence behind the resultSet the baselineMeasure the changeVerify the value

Example measure

Request resolution time

Defined together, before deployment

The measurement agreementEvidence first
  1. 01

    Establish the baseline

    Count the work before the solution is deployed

    Cases, effort and waiting time

  2. 02

    Observe the change

    Compare equivalent cases over an agreed period

    Volume, mix and adoption

  3. 03

    Validate the benefit

    Separate time freed from savings actually realized

    Confirmed operational outcomes

  4. 04

    Account for the cost

    Include delivery and ongoing operating costs

    Net value, with assumptions

Validated benefit−Total cost=Net value

The foundation

Your first improvement is a starting point

Each deployment builds on the same operational modelExtend into adjacent workflows as priorities, evidence and readiness allow

Explore the five connected layers

Your next improvement

Where do client requests get stuck?

Let’s explore how requests, approvals and handoffs affect client delivery, and where Varolio could helpLet’s explore the coordination behind client delivery

Find your service workflow opportunity

No systems need to be connected for the first conversation