Three phases. Measurable results at every stage.
Every Nuevexa engagement follows the same disciplined process, from the first discovery session to a live, expanding automation stack. No guesswork. No wasted builds.
Phase 01
Discover
Understand before you build.
We conduct a structured deep-dive into your workflows, tech stack, team structure, and operational pain points. Every process that consumes meaningful time is documented, scored by automation potential, and sequenced for build priority.
Output
Automation Opportunity Map, a documented view of every automatable process, estimated ROI per build, and a prioritised implementation sequence.
Touchpoints
- Kickoff session with key stakeholders
- Process walkthrough sessions per function
- Tech stack audit and integration assessment
- Automation Opportunity Map delivery and review
Phase 02
Build
Production-ready, fully documented.
We design, build, test, and deploy your automation infrastructure. You're involved at key milestones, reviewing outputs and approving before go-live, without being pulled into technical detail.
Output
Live, production-ready automation systems with full documentation covering what runs, how it works, and how to manage it.
Touchpoints
- Build plan confirmation before start
- Mid-build progress review
- Pre-deployment testing sign-off
- Go-live and handover session
Phase 03
Compound
The system grows as the business grows.
On retainer, we monitor your automation stack, resolve issues as they arise, and expand the system as your operations evolve. New processes are automated on a rolling basis. The value of the initial build compounds over time.
Output
An expanding automation infrastructure that grows with your business, new builds, system maintenance, and ongoing performance monitoring.
Touchpoints
- Monthly review and expansion session
- Ongoing monitoring and alerting
- Priority support for critical systems
- Quarterly roadmap update
A successful engagement requires very little from your side.
Access credentials for the tools and platforms involved in the scope
A single point of contact who can answer operational questions within 24 hours
One to two hours from key stakeholders during the Discovery phase
Sign-off authority from a decision-maker before we move between phases
Common questions about working with Nuevexa.
How long does the discovery phase take?
Discovery typically takes one week from kickoff to Automation Opportunity Map delivery. For larger organisations with complex operations, this may extend to two weeks. We set a clear timeline at kickoff and hold to it.
How involved do I need to be during the build?
Minimal active involvement is required from you during the build phase. We need availability for two to three review touchpoints, typically one to two hours each. You are not expected to review technical documentation or manage the build process.
What if my processes change after deployment?
On a retainer, process changes are handled as part of the ongoing engagement. We update and adapt automations as your operations evolve. For fixed-price project clients, changes outside the original scope are handled via a separate change order.
Do I need a technical team to manage systems after delivery?
No. Every system we deliver is documented in plain language and designed to be operated by non-technical staff. Monitoring, maintenance, and modifications are handled by Nuevexa on retainer, you do not need an internal technical resource.
What's included in the retainer?
The retainer covers: ongoing monitoring and alerting for all deployed systems, reactive maintenance and issue resolution, proactive optimisation as patterns emerge, new automation builds from the roadmap, and a monthly review session to assess performance and plan next builds.
Can we start with one workflow and expand from there?
Yes, and it is often the right approach. Starting with a single high-impact workflow allows you to see results before expanding. The Discovery phase identifies the best starting point, and the retainer model means expansion is built into the engagement structure.
Not sure where to start? Read our guide on what to automate first and how to sequence your builds.