The Innovative Automations Blog - Deep Dive

From Consultation to Implementation: What Working with Innovative Automations Looks Like

Written by Shane Naugher | Feb 2, 2026 1:00:07 PM

Artificial Intelligence and automation are changing how businesses operate, but that doesn't make them any less intimidating. For many leaders, the idea of adopting AI sounds exciting, yet unclear. What tools do you need? How do you implement them? And most importantly, how do you ensure they actually make your business more efficient?

At Innovative Automations, we simplify that process. Whether you're exploring automation for the first time or seeking to scale existing systems, we serve as your guide from strategy through execution. Here’s what it looks like to work with us, step by step.

Step One: Start with a Conversation

Every engagement begins with a conversation, one that’s focused entirely on you. During your initial consultation, you’ll meet with a senior automation consultant who takes time to understand your business, your processes, and your challenges. This isn’t about selling software or throwing out technical jargon. It’s about listening, asking the right questions, and helping you begin to envision what’s possible. Some clients come to us with clear goals; others are still exploring. Either way, this first conversation is designed to bring clarity and confidence to what often feels like a complex topic.

Step Two: Identify Opportunities Through a Strategic Assessment

Once we understand where you are, we move into a deeper assessment to discover where automation and AI can make the biggest impact. Our team analyzes your current workflows, systems, and time drains. We look for places where repetitive tasks are eating up hours, or where teams are held back by manual processes. Whether it’s client onboarding, invoice processing, or internal documentation, we help you uncover high-value opportunities for improvement. This stage is all about identifying what’s worth automating, and why it matters to your business.

Step Three: Receive a Tailored Implementation Plan

With a clear understanding of your needs and opportunities, we develop a custom implementation plan. This plan outlines exactly how we’ll help you move forward, from the automation tools we recommend to how they’ll be integrated into your existing systems. It’s designed to meet you where you are, whether you’re taking your first step into automation or looking to expand your capabilities. The plan includes timing, scope, and what success will look like. It’s not a generic roadmap, it’s built specifically for your goals, your team, and your business operations.

Step Four: Experience White-Glove Implementation

Once the plan is approved, our team gets to work. This is where the vision becomes reality. We handle everything — building, testing, and deploying automation solutions that fit seamlessly into your workflow. Our white-glove approach means that we manage the complexity so you don’t have to. We work closely with your internal team to ensure a smooth rollout, with minimal disruption. Whether it’s setting up a digital workforce using RPA or creating an AI assistant that understands your company’s voice and knowledge base, we focus on building tools that are not only powerful, but also practical.

Step Five: Get Long-Term Support and Optimization

Our relationship doesn’t end once your automation is up and running. Business needs evolve, and so should your automation. That’s why we stay involved, offering ongoing support, monitoring, and optimization. We check in to make sure everything is running smoothly, and we’re available when you want to expand, adjust, or explore new use cases. For MSPs who partner with us, we provide continuous white-label support and enablement, so you can confidently deliver automation under your brand, without the added complexity.

We’re Here to Make AI Work for You

At the end of the day, working with Innovative Automations isn’t just about implementing a tool, it’s about transforming the way your business operates. We help you unlock time, improve processes, and empower your team to focus on what they do best. Most importantly, we walk with you through the entire journey, from idea to execution, so you never feel like you’re figuring it out alone.

If you’re ready to take the next step and explore what automation and AI could do for your business, let’s start with a simple conversation. No pressure. No confusing tech talk. Just a chance to see what’s possible.

Visit our contact page here to schedule your consultation today. We’ll help you turn potential into performance, one smart solution at a time.