Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Document operations
SharePoint:
SharePoint:
plan the implementation.
Help staff find and review the right documents without flattening access controls or publication status.
DISCOVERYAnswer the questions
Answer the questions
that shape the build.
Which metadata drives retrieval? Who owns sensitive classifications? How are duplicates identified and document versions approved?
Confirm library permissions, versioning and policy controls. Classification assistance must not broaden access or overwrite an authoritative version.
We use these answers to agree on integration boundaries, responsible reviewers, access controls and a definition of done. The proposal identifies dependencies and what is included before implementation begins.
FIRST IMPLEMENTATIONProve the useful part.
Prove the useful part.
Then expand deliberately.
Start with one library and document type. Review suggestions manually and test restricted-document behavior before expanding.
Measure the result
Measure metadata corrections, misclassified sensitivity, retrieval usefulness and time spent resolving duplicate or incomplete documents.
Prepare for everyday operation
Apply approved metadata or route the document to its intended review queue, retaining the original file and decision history.
Document the owner, support path and recovery procedure. Define how the workflow behaves when information is incomplete, access fails or a reviewer declines the proposed result. Agree on what needs fresh validation after a model or integration change.
CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗CONNECTED OPPORTUNITIES
Document Intake Classification
Prepare incoming documents for the right queue with clear classification and missing-information checks.
Explore this solution ↗Document Version Comparison
Prepare a readable account of changes between document versions, with direct references to the affected text.
Explore this solution ↗START WITH YOUR WORKWhere is your team
Where is your team
doing too much by hand?
Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.