Workflow intelligence. Business impact.

Find the work where AI makes a difference.

Frank Signal reveals how work gets done, shows where AI can create the most value, and helps you put it into practice. Software, consulting, and implementation—connected.

For AI consulting firms and private equity operating teams.

Frank SignalWorkflow intelligence

Meridian Services / Finance operations

From completed work to cash

Opportunity identified
Work completedJob system
Records
Assemble invoice3 systems · manual work24 min
Waiting for missing documents2.4 days
Review & approveFinance team
Approved
Ready to billBilling system
18% return for reworkMissing information sends work back
The opportunity is in the handoffs.

Let an agent assemble the record. Keep approval with finance.

Illustrative workflow and data. Time freed is capacity, not automatically cash savings.
AI consulting firmsDiscover faster. Deliver more value.Private equityMake AI part of the value creation plan.

Start with how the business works

The best AI opportunity isn’t always the obvious one.

A task can take minutes while the process takes days. Frank helps you see the waiting, the rework, and the handoffs—then redesign the workflow around the outcome.

01Discover

Understand the actual work.

See the steps across applications, the handoffs between teams, and the exceptions that send work back. Separate time spent doing from time spent waiting.

02Redesign

Design a better way to work.

Simplify the process before adding an agent. Decide what belongs in software, what benefits from AI, and where a person should make the call.

03Prioritize

Put value behind the priority.

Weigh the operating impact against effort, dependencies, and risk. Give each opportunity a baseline, a business owner, and a path to implementation.

04Deliver

Implement. Measure. Improve.

Bring the selected workflows into operation with the right delivery team. Measure adoption, operating results, and ongoing costs against the baseline.

Follow the work, including the exceptions

Give the work a clearer path.

Once the friction is visible, redesign the handoffs around a complete, reviewable result. Use an agent for preparation, give exceptions a responsible owner, and keep consequential decisions with the right people.

  • See touch time and elapsed time separately.
  • Keep exceptions and dependencies in the plan.
  • Give rules, agents, and people distinct roles.
Frank SignalWorkflow intelligence

Meridian Services / Finance operations

A clearer route from work to cash

Proposed workflow
Work completedJob system
Records
Agent assembles recordDocuments + completeness checks
Complete record with source evidenceReady for review
Review & approveFinance team
Approved
Ready to billBilling system
Exceptions ownedRoute missing items to the responsible team
Automate the preparation. Preserve the judgment.

Measure completeness, review effort, and time to bill.

Illustrative workflow and data. Time freed is capacity, not automatically cash savings.

A business case you can explain

Measure what changes for the business.

Released time is a starting point. The value depends on how the business uses it: lower overtime, less outside spend, more throughput, or a different hiring plan.

Frank connects the operating change to implementation and run costs, then tracks the result against a baseline. For PE teams, that creates a clearer bridge from workflow improvement to sustainable EBITDA and enterprise value.

Illustrative value bridge

01
Capacity released

Hours returned to the operation

02
Operating change

How capacity becomes a cash or growth benefit

03
Net financial impact

Benefit less implementation and ongoing costs

Value that holds up to scrutiny.

Track capacity, cash savings, and growth separately. Avoid counting the same benefit twice.

A practical place to begin

Let’s find the work worth changing.

Tell us about your team, the work you want to improve, and what a meaningful result would look like.

Book a conversation