Process and operations advisers
A client has a repeated workflow, but the technical design and implementation fall outside your scope.
Service · Partner delivery
Keep the client relationship. Add the AI delivery layer.
Unfoldry works with advisers and software implementers who uncover useful AI opportunities but do not want to build and operate the technical solution themselves.
- Client relationship
- Stays with the agreed owner
- Starting point
- One real workflow
- Models
- Referral, subcontract, or joint delivery
- Roles
- Agreed before a client proposal
When the handoff fits
Extend your advice without taking on technical delivery.
CRM and ERP implementers
The core platform is in place, but documents, decisions, AI steps, and handovers still need a controlled workflow.
Privacy and compliance advisers
A client needs technical implementation that follows the controls and responsibilities you helped define.
Studios and managed IT providers
A client asks for AI capability that requires process research, evaluation, testing, and ongoing operation.
Three cooperation models
Choose the relationship before discussing the solution.
Referral
You make an introduction. Unfoldry contracts directly with the client and keeps you informed within the agreed boundaries.
Transparent subcontract
You lead the engagement and contract Unfoldry for a defined technical scope. The client knows who handles the work and data.
Joint delivery
We present one plan with explicit advisory, technical, commercial, and operating responsibilities.
First opportunity
Test the relationship on one useful workflow.
- 01
Compare fit
Discuss one non-sensitive client situation and confirm that the problem falls between our capabilities.
- 02
Agree roles
Set client ownership, confidentiality, communication, commercial terms, and data responsibilities before a joint meeting.
- 03
Map the workflow
Run a focused clinic to identify the baseline, process owner, exceptions, human decisions, and evidence needed.
- 04
Recommend the next step
Propose a sprint or build only when the operational case is strong enough. A no-build recommendation remains valid.
Operating rules
Protect the client relationship and make accountability visible.
Unfoldry does not approach an introduced client outside the agreed relationship. Delivery roles, commercial terms, access, confidentiality, and ongoing support are recorded before work begins.
More detail
Unfoldry's role is never hidden when it affects data handling or accountability. We provide technical and operational delivery, not legal certification or regulated professional advice.
FAQ
Practical questions
Who owns the client relationship?
The agreed owner does. We record this before a joint client meeting or proposal.
Do we need a referral agreement immediately?
No. We can first compare one situation without sensitive information. Commercial terms are agreed before any introduction or proposal.
Can Unfoldry work under our brand?
Transparent subcontracting is possible when the client understands who performs the technical work and handles relevant data.
What happens after implementation?
The client can choose documented handover, partner-led support, or optional monitoring and maintenance from Unfoldry.
Have one client situation in mind?
Describe the workflow at a high level. We will compare fit, roles, and the safest next step before any client introduction.