01 / DIAGNOSE
Find the job
worth finishing.
Choose one recurring workflow. Understand its volume, current process, and cost of the gap.
Output: Workflow Opportunity Memo✳ THE HELM PILOT
One workflow.
A measurable outcome.
Agree what good looks like.
Then build the agent that moves the work.
Paid pilot · scope, timing and price agreed before build
Find the job
02 / SCOPE
Define the rules
before the build.
Agree the systems, information, approval boundaries, named owner, and baseline.
Output: Scoping & Deployment Brief03 / DECIDE
Start focused.
Measure the change.
Agree a paid pilot, its delivery milestones, and the evidence you will use to judge it.
Output: An agreed pilot and success measure02 / WHAT GETS AGREEDNo ambiguous scope.
No ambiguous scope.
No invisible rules.
The same questions come first,
whether one team owns the workflow
or several departments share it.
The workflow.
- Trigger → outcome
- What starts the job, and what counts as finished.
- Systems and information
- Where the agent reads, acts, and writes the result.
- Baseline and success measure
- What happens today, what should improve, and how it will be measured.
The operating rules.
- Authority
- What the agent may do, what needs approval, and what it must hand off.
- Ownership
- The person responsible for the workflow and each exception.
- Commercial and delivery terms
- The price, milestones, review dates, and terms for any change in scope.
03 / RIGHT-SIZED TO THE WORKStart with the constraint.
LAUNCH SCALE ENTERPRISE
Start with the constraint.
Match the deployment.
One agent. One workflow.
A focused operation with a clear owner.
Connected teams and tools.
Several agents and deeper integration across the workflow.
A scoped enterprise deployment.
Security review, procurement, and integration requirements included in planning.
A first, single workflow is typically live within five working days once you send what we ask for; broader scope, integrations or enterprise review take longer. Your written pilot agreement defines the milestones.
04 / BEFORE WE BEGIN
A few useful answers.
Do we need a proof of concept first?
The paid pilot is the focused evaluation. We agree the workflow, its boundaries, and how success will be assessed before implementation.
What if our data is not ready?
Scoping identifies what is available and what needs preparation. A sheet, calendar, price list, or published FAQ may be enough for a focused first workflow.
Who runs it after launch?
Helm’s engagement model includes a named engineer and ongoing review of the workflow. Support, reporting, and ownership are confirmed in the scope.
Can you guarantee business results?
Delivery milestones and measurement are agreed up front. Business results also depend on data, the workflow, and team adoption. Review and restructuring terms belong in the written agreement.
What does procurement need to know?
Helm Vision OÜ is registered in Estonia. The platform is hosted on AWS, with separate client tenants. Deployment-specific security, data handling, export, and enterprise source-code escrow requirements can be discussed during scoping.
What should
run better?
Show us the work. We’ll help define the first step.
Prepare your workflow brief ↗