A method in five steps.

Nothing is installed before it is mapped. Each step has a duration, a deliverable and a formal sign-off, with the same people from start to finish.

  1. 01Diagnostic2 weeks
  2. 02MappingIncluded in the diagnostic
  3. 03Structuring planAgreed with you
  4. 04Implementation & adoption6 to 12 weeks
  5. 05SteeringMonthly

Every step in detail.

  1. 01

    Diagnostic

    Interviews and observation: organization, processes, tools, numbers, how leadership spends its time.

    Diagnostic & mapping
    Duration
    2 weeks
    Your input
    One hour of interview per person involved, read-only access.

    Deliverables

    The friction points, quantified in hours and margin.

    • The cost of friction points, quantified in hours
    • Their effect on turnaround times and margin
    • AI uses ranked by impact and effort
    • AI uses to rule out
  2. 02

    Mapping

    The big picture: flows, tools, decision paths and dependencies on leadership.

    Diagnostic & mapping
    Duration
    Included in the diagnostic
    Your input
    A review.

    Deliverables

    A map of the company as it actually runs.

    • Processes and tools
    • Information flows
    • Decision paths
    • Dependencies on leadership
  3. 03

    Structuring plan

    The systems to install, their order and the expected effect on time and margin.

    Diagnostic & mapping
    Duration
    Agreed with you
    Your input
    A decision on priorities.

    Deliverables

    The phased, quantified plan.

    • The systems to install
    • The order they go in
    • The expected effect on time and margin
    • The readout and a summary document
  4. 04

    Implementation & adoption

    One system at a time, put into production on your data, then adopted by the team.

    Implementation & adoption
    Duration
    6 to 12 weeks
    Your input
    One owner per system, 30 minutes a week.

    Deliverables

    Systems in production, documented and in use.

    • Written procedures, tested and applied
    • Automations connected to your tools
    • AI agents on specific tasks
    • Training, AI usage rules, documentation
  5. 05

    Steering

    Monthly review of the indicators, adjustment of the systems, preparation of decisions.

    Steering
    Duration
    Monthly
    Your input
    Two hours a month.

    Deliverables

    A monthly review and recorded decisions.

    • The monthly review and written decisions
    • The cash flow forecast, kept up to date
    • Changes to the systems and AI agents
    • Team support on the tools

How we work.

01

One system at a time

The next one starts once the previous one is in production and in use.

02

Tests on your data

Each system is proven on your real cases before it goes into production.

03

Success criteria in numbers

Hours saved, turnaround times, errors: the success criteria are set at scoping.

04

AI where it pays off

A defined task, a written AI usage rule, an owner for follow-up.

Every week

30 minutes: production status, blockers, decisions needed. Written summary the same day.

One month after delivery

Review of actual usage and any adjustments needed.

Six months later

Review of measured gains and of the systems still to be installed.

What Serensee is not.

A firm that hands over a report

The recommendations are carried out by the people who made them.

A software vendor

We don't sell any tools. Yours are integrated, and custom software is built where needed.

An AI agency

AI is one building block among others; a written procedure is often enough.

Our teams work with

  • HubSpot
  • n8n
  • Make
  • Notion
  • Slack
  • Zapier
  • Airtable
  • Anthropic
  • Claude
  • OpenAI
  • Gemini
  • Supabase
  • Vercel
  • GitHub
  • Docker
  • Stripe
  • Zoho
  • Asana
  • ClickUp
  • Linear
  • Trello
  • Confluence
  • Figma
  • Webflow
  • Framer
  • Cursor
  • VS Code
  • Calendly
  • Perplexity
  • DeepSeek
  • Obsidian
  • Crunchbase
  • Statista

Frequently asked questions.

How long does the whole thing take?

Two weeks of diagnostic, six to twelve weeks of implementation, then monthly steering. The first effects show within two months.

How much of my team's time does it take?

One hour of interview per person during the diagnostic, then one owner per system, 30 minutes a week. We write the documentation ourselves.

Can we stop after the plan?

Yes. The plan is yours and can be carried out in-house or with another provider.

What if a system doesn't deliver on its promises?

Each step ends with a formal sign-off. A system that doesn't meet its criteria is reworked before moving on to the next one.

Structure your business to support and accelerate your growth.

Let's look together at what's holding you back. Thirty minutes to understand your business and tell you where to start, with a cost and a timeline.

  • 30 min on video with a co-founder, not a salesperson
  • your 3 priorities, identified and ranked
  • the first system to install, with its cost and timeline
Book the free audit