01
Audit
Month 1
Operations mapped end to end. The diagnostic found the largest leaks in quoting, scheduling, and field reporting.
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Water Technology / Industrial
IH2O Ltd.
110+ hours of manual work removed per month across quoting, scheduling, and reporting.
0+
hours of manual work removed per month
0
core workflows automated
0%
faster internal reporting cycle
Sector
Water technology / industrial
Engagement type
Embedded advisory and implementation
Services deployed
Status
Ongoing, month to month
Challenge
IH2O's operation depended on manual processes that consumed team hours every week: quoting, scheduling, reporting, and client communication all ran on people instead of systems. Leadership wanted to bring AI into the business, but responsibly, with governance and full ownership staying in-house.
Approach
Next Level Agency embedded with the IH2O team on a month to month advisory engagement. We audited operations end to end, prioritized the opportunities with the biggest payoff, and implemented automation in phases, pairing every system with a governance framework so IH2O owns, understands, and controls everything we built.
The arc
How the engagement unfolded.
02
First lane
Months 2 to 3
Quote-to-dispatch orchestration built and run in parallel with the manual process until trusted.
03
Scale
Months 4 to 6
Field reporting and governance loop deployed. Twelve workflows in production with human approval gates.
04
Stay
Ongoing
Monthly optimization, new lanes added as the business grows, governance reviewed quarterly.
What we installed
- Quote-to-dispatch orchestration with estimator approval gates.
- Field reporting engine with OCR capture and range validation.
- Client reporting pipeline with supervisor sign-off.
- Governance framework with audit logging across every workflow.
- Runbooks and training so the IH2O team operates it all.
Systems architecture
How the work actually runs.
These diagrams are illustrative reconstructions of the automation patterns behind this engagement. Client logic, vendor nodes, and data schemas stay confidential, so what you see is the shape of the system rather than the build itself.
Quote-to-dispatch orchestration
Illustrative workflowField reporting and governance loop
Illustrative workflowWhat made it work
01
Parallel running built trust. Nothing replaced the manual process until it had matched it, live, for weeks.
02
Estimators kept the final say. Automation drafts; experienced people approve. Adoption followed.
03
Governance was installed with the system on day one. Audit trails from day one made leadership comfortable scaling.
“We wanted AI in the business without handing over control. Six months in, twelve workflows run every day, we own all of it, and nothing goes out the door without someone here approving it.”
Outcome
IH2O's team now spends its time on clients and growth, while the systems handle the repetition. Every tool is owned by IH2O, approved by leadership, and governed for the long term.
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