Governance setup
Map action-taking tools, initial policy, evidence quality, and coverage gaps around a real operator need.
Supporting company lane
Workflow Services
Practical help for teams that need to map a real process, find its source of truth, design approval points, investigate vendor access, or build one narrow automation with readable evidence.
Services support the broader McPherson AI mission. McPherson Governance remains the company’s leading product.
Where services help
Use focused services where product installation is not the whole problem.
Workflow mapping
Document the current process, owners, handoffs, failure points, approval points, and repeated manual work.
Source-of-truth analysis
Identify which CRM, spreadsheet, calendar, inbox, task board, POS export, or vendor system owns the facts.
Approval design
Define which actions need a person, which can be read-only, and which should remain outside the automation scope.
Vendor and API discovery
Investigate documentation, exports, authorization, token paths, integration limits, and access prerequisites before promising a build.
Narrow automation
Build one bounded workflow, test it with safe data, and document what ran, failed, or still needs review.
The process
A disciplined Workflow Map comes before a fixed build promise.
01
Consult. Start with one real workflow that is taking too much time, getting missed, or depending on memory.
02
Map. Document current steps, people, source of truth, failure points, approvals, sensitive-data boundaries, and what should not be automated.
03
Check access. Confirm vendor, API, export, and integration realities before making a delivery commitment.
04
Define the accountability scope. State what the system may do, what requires approval, what is logged, and what remains outside scope.
05
Build and prove. Start narrowly, test safely, review evidence, and expand only after the first workflow works as intended.
Founder Workflow Pilot
Current published offers
Existing prices are preserved. Final scope still depends on the workflow, source system, access path, and risk boundary.
Map one real workflow
$300
Workflow discovery, current-process map, source-of-truth review, vendor/API access questions, risk and approval points, blocked-action list, recommended first workflow, accountability checklist, and pilot quote. Credited toward setup if the client moves forward within 30 days.
Pilot setup
$1,200 total
The $300 map is applied as a credit. $900 is due to start the build after the map credit.
Ongoing adjustments
$300
Every 30 days for support, check-ins, workflow adjustments, and proof/accountability notes. Scope-dependent.
Regulated and sensitive workflows
Discovery first. Separate pricing. No casual compliance promises.
Regulated work requires vendor, legal, documentation, authorization, privacy, and compliance questions to be resolved before a build is treated as viable.
Starts at $750
Workflow map, source-of-truth review, vendor/API access path, authorization questions, BAA/compliance checklist, no-sensitive-data-in-chat design, read-only-first scope, accountability review, legal/vendor question packet, and pilot quote. Creditable toward a regulated pilot.
Custom quote only
Early range: $2,500+ setup and $500+/mo. Only after vendor, legal, documentation, and compliance gates.
Start with the real work
Map the workflow before choosing the build.
Send the source of truth, repeated failure point, and outcome you need. McPherson AI will identify the appropriate next step.