THE PROCESS
How Forma Works
From first conversation to live deployment in as little as 2–4 weeks. A simple, proven process built around your specific workflows, with no disruption to your current operations.
THE PROCESS
From Kickoff to Production
Discovery & Analysis
What Happens
- ✓Kickoff call to understand your workflows and pain points
- ✓Review sample documents/processes
- ✓Identify highest-impact automation opportunities
- ✓Determine if you need pure automation or AI-enabled team
- ✓Create custom implementation roadmap
Deliverable
Custom automation roadmap showing projected time savings, cost reductions, and ROI timeline
Build & Recruit
What Happens
- ✓Build custom AI automation workflows for your processes
- ✓Test automation with sample data
- ✓Set up integrations with your existing tools (CRM, LOS, accounting software, etc.)
- ✓Create real-time performance dashboard
- ✓(If Remote Teams) Recruit and vet expert remote team candidates based on your requirements
Deliverable
Working automation + performance dashboard (and team candidates for your review if applicable)
Train & Test
What Happens
- ✓Test automation workflows with real sample deals/events
- ✓Refine AI prompts and logic based on results
- ✓(If Remote Teams) You interview and approve team members
- ✓(If Remote Teams) We train team on your specific processes and tools
- ✓Quality assurance testing and validation
- ✓Final adjustments based on your feedback
Deliverable
Fully validated automation + trained team ready for production (if applicable)
Deploy & Optimize
What Happens
- ✓Process first live deals/events/transactions with close monitoring
- ✓Daily check-ins for first two weeks
- ✓Real-time performance tracking via dashboard
- ✓Adjust workflows and automation based on results
- ✓(If Remote Teams) Team performance reviews and optimization
- ✓Establish ongoing improvement schedule
Deliverable
Production-ready system with continuous improvement plan and ongoing support
TECHNOLOGY
Built on Proven Technology
We build automation workflows using industry-leading AI and workflow automation platforms, selected based on your specific needs, existing tools, and technical environment. No proprietary black boxes. Full transparency into everything we build.
Intelligent Process Automation
AI that doesn't just follow rules. It understands your processes, learns from exceptions, and handles complexity that traditional automation can't touch.
Workflow Automation
End-to-end automation pipelines that connect your existing tools, eliminate manual handoffs, and keep data flowing accurately across your systems.
Human-in-the-Loop Controls
Every automation can include approval steps, exception handling, and quality control checkpoints, so humans stay in control of the decisions that matter.
We integrate with your existing tools and build around your current tech stack. You maintain full control and visibility No lock-in, no black boxes.
FAQ
Frequently Asked Questions
Typically 2-4 weeks from kickoff to full deployment. For AI workflow automation, we can often deploy in as little as 1-2 weeks. For expert remote teams or the combined solution, we don't rush the hiring process. Recruitment, onboarding, and training typically takes 3-4 weeks, and may take slightly longer for highly specialized roles, because getting the right person matters more than getting a fast hire.
Yes. For automation clients, we can add new workflows as your needs grow. For remote team clients, you can adjust team size with 30 days notice. Most clients start with one service and expand as they see results.
That's exactly what we're built for. We don't offer cookie-cutter solutions. Every workflow is custom-built for your specific processes, industry requirements, and existing tools. The more unique your operation, the more value we typically deliver.
Pricing is based on the complexity of your workflows, the scope of automation, and team size if applicable. We provide custom quotes after a free consultation. No generic packages, no surprises.
No. We build around your current tools and workflows. Whether you use industry-specific platforms, standard business software, or a combination of both, we integrate with what you already have.
All automation workflows include validation rules and quality control checkpoints. For remote team clients, human team members review AI output before finalization. That's the core of our approach: automation for speed, humans for accuracy and judgment.
Not at all. We handle all the technical setup, integration, and maintenance. You focus on your business. We handle everything on the operations and technology side.
FLEXIBLE SOLUTIONS
Choose Your Starting Point
Not sure where to begin? Here's how to think about which path fits your business right now.
AI Agents
Perfect if you:
- Have specific repetitive tasks you want to eliminate
- Want to prove ROI before committing to a larger engagement
- Want results without adding headcount
- Prefer to start lean and scale on your own terms
Timeline
1–2 weeks to deploy
Remote Teams
Perfect if you:
- Need dedicated people for complex workflows
- Want to replace expensive in-house hires with expert remote staff
- Already have tools in place and just need great people
- Need human judgment for work automation can't handle
Timeline
3–4 weeks to deploy
Hybrid Solution
Perfect if you:
- Want the full operational solution end-to-end
- Need both speed of automation and human judgment
- Are ready to fully optimize your operations
- Want one partner managing both technology and people
Timeline
3–4 weeks to deploy
Not sure which fits?
GET STARTED
Ready to Get Started?
Book a free consultation and we'll walk through exactly how we'd automate your workflows or build your remote team, tailored to your specific operations.
Or email us directly: hello@formaconsultants.com