Three employees spend several hours each week collecting information from spreadsheets, email, and a CRM to build a recurring client report.
BETTER WAYS
OF WORKING.
Work is a hypothesis.
Let’s examine it.
For teams with fragmented information, repeated knowledge work, and slow handoffs.
Working Thesis helps organizations examine how work gets done, challenge inefficient processes, and design better systems using process improvement, automation, and AI.
AI Efficiency Study — $495 introductory rate
WHEN REPEATED WORK
BECOMES THE SYSTEM.
Working Thesis is best suited to small and mid-sized businesses where employees spend meaningful time on repeated knowledge work, manual handoffs, fragmented information, recurring reports, document production, data movement, client onboarding, internal research, or repetitive administration.
You do not need to use AI already—or have technical expertise—to begin.
- Rebuilding the same reports, proposals, or documents repeatedly
- Moving information manually between email, spreadsheets, CRMs, or other tools
- Searching across scattered files and systems for answers
- Repeating client onboarding or internal administrative processes
- Producing recurring research, analysis, summaries, or documentation
- Relying on employees to manually coordinate predictable handoffs
MOST COMPANIES DON’T HAVE AN AI PROBLEM.THEY HAVE A WORK PROBLEM.
A new tool can make an old problem move faster.
Organizations are adding AI to processes that were never designed to work well. The information is scattered. The handoffs are unclear. The same work gets done twice.
Before asking what AI can do, ask what the work needs to become. Better processes first. AI applied with intent.
What this means for your business: the first recommendation may be AI, automation, a redesigned handoff, or simply removing work that no longer serves a purpose.
TECHNOLOGY DOESN’T FIX BAD PROCESSES.IT ACCELERATES THEM.
Friction rarely announces itself.
It becomes the way things are done.
- Scattered information
- Duplicated data entry
- Repeated manual reporting
- Slow onboarding
- Weak handoffs
- Repetitive client communication
- Rebuilding the same documents
- Inconsistent AI use
- Searching for the same information, again
NO PREDETERMINED TOOL.
A BETTER QUESTION.
OBSERVE
Understand how the work happens.
QUESTION
Challenge what has become normal.
PROPOSE
Develop a better working thesis.
TEST
Find out before committing.
APPLY
Use the appropriate technology.
REVISE
Learn from what actually happened.
ONE WORKFLOW,
EXAMINED CLOSELY.
A simplified example of the kind of operational change Working Thesis creates—not a client result or financial claim.
Map the workflow → remove duplicate steps → centralize the necessary inputs → use AI to assist with drafting → retain human review and approval.
Less manual production time, fewer repeated handoffs, and a more consistent final report.
THE WORK,
MADE TANGIBLE.
The core diagnostic deliverables turn observations into a prioritized decision tool and a practical plan for a better workflow.
AI OPPORTUNITY MAP
01Workflow
02Current friction
03AI opportunity
04Expected value
05Risk
06Priority
WORKFLOW BLUEPRINT
01Current state
02Bottlenecks
03Proposed workflow
04Human review points
05Tools or integrations
06Success metric
FROM QUESTION
TO WORKING SYSTEM.
Three cumulative ways to engage: understand the work, test one focused improvement, or implement the agreed system.
THE STUDY
Understand the work.
AI Efficiency Study
A focused examination of where work gets stuck—and where process improvement, automation, or AI could make a meaningful difference.
- 60-minute workflow session
- AI Opportunity Map
- Three Workflow Blueprints
- Lightweight workflow examples where useful
- Implementation Roadmap
- 30-minute results walkthrough
Most of the analysis happens outside the meetings. The engagement is designed to minimize the amount of internal time required from your team.
$495 introductory
BOOK AN INTRO CALLTHE PILOT
Test the thesis on one workflow.
AI Workflow Pilot
Includes everything in The Study, plus implementation and testing of one selected workflow.
- One defined pilot workflow and success criteria
- Working prototype or lightweight implementation
- Required AI prompts, automations, or workflow logic
- Human-review checkpoints where judgment matters
- Testing with representative real-world inputs
- Before-and-after comparison against agreed measures
- Findings, recommendations, and a 30-minute results walkthrough
Starting at $950
BOOK AN INTRO CALLTHE SYSTEM
Put the defined system to work.
AI Workflow System
For focused implementation of a defined workflow or small system. Includes everything in The Pilot, plus the additional implementation, documentation, integration, testing, and handoff required for the agreed scope.
- Final workflow architecture and implementation plan
- Production-ready workflows and automations within the agreed scope
- Required knowledge, retrieval, or tool integrations
- Process documentation and operating instructions
- Human-review, exception-handling, and quality-control checkpoints
- Testing, refinement, team handoff, and maintenance recommendations
Starting at $1,500
More complex, multi-workflow, or multi-system implementations are scoped separately.
BOOK AN INTRO CALL
The Metropolitan Museum of Art. Public domain.
HUMAN JUDGMENTIS PART OF THE SYSTEM.
Faster work still needs someone who knows what good work looks like.
AI can help with speed, synthesis, retrieval, drafting, analysis, and workflow execution. Working Thesis designs appropriate human review and decision-making into the process—not as an afterthought.
Not every process should be automated.
Accountability cannot be delegated to a tool.
YOUR DATA AND YOUR
JUDGMENT STAY YOURS.
AI is introduced only where it is appropriate for the workflow. Sensitive decisions remain subject to human review.
- Client information should not be casually entered into public AI tools.
- Tools and data handling are selected based on the sensitivity of the work.
- Working Thesis identifies privacy, permissions, security, and governance issues that need to be addressed before implementation.
- Clients retain control of their business information, systems, and final decisions.
EFFICIENCY
IS NOT
STRATEGY.
Efficiently doing the wrong thing
is still doing the wrong thing.
TECHNOLOGY PROBLEMSARE OFTEN DESIGN PROBLEMS.
How information is organized. How decisions are made. How people move through a process.
Working Thesis combines operational thinking, systems design, business experience, and emerging technology. The point is to make work better—not to make it look more technological.
ABOUT THE FOUNDER-LED PRACTICEWHAT WORK SHOULDN’T
YOUR BUSINESS STILL BE
DOING THIS WAY?
Let’s examine it.
START A CONVERSATION