Current-state map
Document the selected workflow from its first event through completion, including people, tools, records, delays, duplicate entry, and approval points.
Tapiro Group construction
Tapiro Group can use this intake to define one fixed-scope office systems build around the way the construction business operates today. The work will identify what Aviad keeps, what a future office coordinator owns, and where each record or handoff lives. AI may assist with approved tasks, while a person reviews customer-facing drafts and makes every business decision. The fixed scope and price follow this intake and focused discovery.
Proposed outcome
The engagement would establish the office systems a named internal owner or future office coordinator can use for agreed administrative workflows. Tapiro Group would receive a configured operating foundation with documented ownership, approval rules, and a practical handoff.
One possible architecture is a central business database connected to the approved tools already used for email, forms, calendars, estimates, project records, files, and accounting. Exact products and integrations will be chosen only after discovery confirms the current systems, permissions, data condition, and source of truth.
Likely work packages
Document the selected workflow from its first event through completion, including people, tools, records, delays, duplicate entry, and approval points.
Configure the agreed place for customer, inquiry, estimate, project, task, and document references. The data model will be limited to the workflows in scope.
Set up selected stages, checklists, templates, recurring tasks, reminders, routing, and exception handling.
Add approved support for searching procedures, summarizing source records, drafting messages, identifying missing information, and preparing reminders.
Define account ownership, user roles, permissions, recovery access, privacy rules, retention, and manual fallbacks.
Deliver operating procedures, an ownership map, onboarding material, a training session, and an observed handoff test.
Handoff
The coordinator would have a defined role, access appropriate to that role, and written procedures for the workflows included in the build. The handoff may include a central work view, recurring task calendar, exception queue, message templates, checklists, escalation rules, and maintenance instructions.
Aviad would still set priorities, supervise the role, and retain the approvals identified during discovery.
Office systems intake
Required questions are marked “Required.” Choose the answers that match the construction business today. Do not enter passwords, payment data, government identification, sensitive employee records, or unrestricted customer files.
Ready for review
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