The Caelion Method — How we scope and deliver automation

Automation projects rarely fail because of technology. They fail because the buying and delivery process is vague. Our method is public — use it with us or with any other provider.

Applied to a real case, step by step: invoice extraction. And to the processes we get asked about most: automating invoices, automating reporting and KPI dashboards.

Phase 1 · Process X-ray

Deliverable: the Savings Report (one page): annual process cost, estimated savings and an honest verdict. If automation does not pay off, we say so.

Phase 2 · Four-week pilot

Deliverable: a system running in limited production, plus a measurable acceptance criterion agreed in writing. One process, one input type and one destination. Fixed price.

Phase 3 · Measurement

Deliverable: a before-and-after report in hours and euros, using the same standard format for every project. We measure ourselves against the number agreed before the pilot.

Phase 4 · Handover

Deliverable: code, documentation and credentials. The code is the deliverable, not a hostage: if you stop working with us tomorrow, the system keeps running. Monthly operations support is optional.