Your team brings the context
Share representative documents, templates and business rules. Identify the people who will review the results and the systems involved in the work.
We configure Navi around your documents, templates and business rules, evaluate the results with your team and help people use it in their daily work.
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Before implementation, we show your most painful workflow, discuss the wider scope and build a custom demo of several workflows your team can test. Standard workflows are ready off the shelf and included in your plan. Together, we select the workflows to start with and agree any custom work, which is charged separately.
Share representative documents, templates and business rules. Identify the people who will review the results and the systems involved in the work.
Our team configures the workflows and required connections. We use your actual cases to examine the outputs, review exceptions and refine the setup.
All plans have a one-year contract. Onboarding is provided for a separate, one-time setup fee, with the programme below determined by your plan.
Three weeks · online
Configure an agreed initial set of Workflows through online onboarding. Work with our team to review the results and prepare users for their day-to-day tasks.
Three weeks · one onsite session
Bring the first workflows live within three weeks. Refine and evaluate them on your data, then scale use and train the team. Includes one onsite session and weekly online office hours.
Two months · onsite every two weeks
Bring the first workflows live in month one of the two-month programme, with engineers embedded onsite every two weeks. A dedicated engineering allocation supports customisation, with custom work scoped and charged separately.
Weeks 1 and 2
Agree the initial cases, templates and rules. Configure the first workflows with your team and put them into use.
Week 3
Review results on your data, investigate exceptions and refine the workflows. Train users and prepare the wider team to use them, with weekly online office hours.
Month one
Agree the initial cases, templates and rules. Configure the first workflows with your team and put them into use.
Month two
Review results on actual customer datasets, investigate exceptions and refine the workflows. Extend adoption, train users and agree the priorities for continuing support.
Growth follows its separate three-week online onboarding plan.
Use representative cases to check extracted information, source citations, exceptions and prepared outputs. Your reviewers help establish what good work looks like for the task.
Define custom dashboards around the entities, relationships and measures that matter to your business. We configure extraction agents and build Analytics on your ontology, so your team can explore the questions it needs to answer. Evaluate the findings against the underlying records and your review requirements.
Explore Analytics →Office hours, quarterly business reviews, webinars and on-demand e-learning support continuing adoption. We provide ongoing hands-on and on-demand support to help your full team adopt Navi.
Document your way of working in workflows tailored to your business. You own the business rules and workflow configurations we develop with you. Standard workflows are included in every plan. Custom workflows are scoped and charged separately. Enterprise provides a dedicated engineering allocation for this work.
Use the continuing enablement sessions and learning materials to build familiarity with instructions, source review and approval. We also define custom evaluations with your team to monitor output accuracy as your workflows evolve.
We will show how Navi handles it and discuss what your team needs to put it into practice.
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