Our Process

AI Audit-driven methodology for transformative results

Why We Start With an AI Audit

Most businesses waste thousands on automation that doesn't move the needle. That's why every Syntora engagement begins with a comprehensive AI Audit—a deep dive into your operations to identify the exact opportunities that will drive the highest ROI.

Our proven process ensures you invest in the right solutions, at the right time, for maximum business impact.

The 4-Pillar Methodology

During the AI Audit phase, we analyze your business through four critical lenses to uncover every automation opportunity:

Repetitive

Tasks performed over and over that drain productivity

Time-Consuming

Bottlenecks that slow down operations and growth

Scalable

Processes that could handle 10x volume with automation

Error-Prone

Activities where human error causes compliance or quality issues

Our 4-Phase Process

01

Discovery & AI Audit

1-3 weeks

We begin every engagement with a comprehensive AI Audit to understand your business and identify the highest-ROI automation opportunities.

Stakeholder interviews with key team members
Current process documentation and analysis
Technology stack assessment
4-Pillar Methodology analysis
Pain point and bottleneck identification
ROI opportunity mapping
02

Design & Wireframe

1-2 weeks

Based on audit insights, we design detailed automation workflows and create a phased implementation roadmap.

Solution architecture and workflow design
Detailed wireframes and process maps
ROI projections and cost-benefit analysis
Technology and tool recommendations
30/60/90 day implementation roadmap
Executive presentation and approval
03

Development & Testing

2-8 weeks

Our team builds, tests, and refines your AI solutions to ensure they work flawlessly before deployment.

Custom automation development
Integration with existing systems
Rigorous testing and quality assurance
Security and compliance verification
Performance optimization
User acceptance testing
04

Deployment & Support

Ongoing

We launch your solutions, train your team, and provide ongoing monitoring and optimization to ensure continued success.

Phased rollout and deployment
Team training and documentation
Performance monitoring and dashboards
Continuous optimization
Regular review meetings
Dedicated support and maintenance

Ready to Start Your AI Audit?

Schedule a discovery call to discuss your business challenges and learn how our AI Audit can identify your highest-ROI automation opportunities.

Book a Discovery Call
Global workflow automation services illustration

Ready to Transform

Your Operations?

AI solutions designed for financial services

AI Audit Services & Solutions for Financial Services

Syntora identifies your highest-ROI automation opportunities through comprehensive AI Audits using our 4-Pillar Methodology. Then we build and manage the custom AI solutions that transform your financial services operations.

Syntora

1056 N Mill St
Naperville, IL 60563, United States

Phone: +1 (630) 743-9686

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