Understand the process
Start with the people handling the work, the information they use, and the handoffs that connect them.
Institutions & organizations
Help people direct AI within the tools, responsibilities and review practices that keep your institution working.
Working with Waymark
A workflow can cross several teams, each with different responsibilities. Start by identifying the people who prepare information, review it, and act on the final result.
For an initial discussion, bring a description of one process and the roles involved. We can discuss its handoffs, existing tools, review points, and what staff would need to understand before using a changed workflow.
Explore selected client workHow we approach the work
Start with the people handling the work, the information they use, and the handoffs that connect them.
Consider the tools and practices already in place. Design the automation around the organization’s actual needs.
Make review and correction part of the process. Help the people responsible understand and own the work.
Explore our capabilities
Use the first call to identify a process owner, the intended output, and the people who would review a pilot. Training, documentation, access and ongoing responsibility can then be scoped around that process.
Explore the learning approach
Waymark Workshops
Curious about what AI can do? Pick a workshop and try it with us.
View workshops and openingsStart with one workflow
Talk it through with me.
Bring a repetitive task, a slow handoff, or an idea you want to explore. I’ll look at where automation could help and whether working together makes sense.
Talk with Ace Jr60 minutes · Google Meet · Free. Bring a laptop and your questions. No AI experience or purchase required.