How we work

CDS Vision works differently.

We don't deliver off-the-shelf software. We deploy operational systems built around the workflow — combining implementation, recurring access, and managed operational support after go-live.

Two tracks

Inside the work.
Around the work.

Every engagement starts with the operating model. Some systems are delivered as embedded operational deployments. Others run through recurring subscription access with ongoing oversight and improvement.

Track A · operational AI

Inside the work.

For firms whose core operations depend on drawings, documents, estimation, coordination, or production workflows. We embed directly into the workflow and build systems around how the work actually gets done.

  • Fixed-fee discovery, milestone-based build
  • Weekly sprint demos and operational checkpoints
  • Managed deployment through implementation
Track B · support operations

Around the work.

For firms that need operational support across finance, HR, marketing, or internal coordination without building an internal automation team. Delivered through recurring operational subscriptions with ongoing oversight and optimization.

  • Monthly subscription or scoped retainer
  • Quarterly optimization and rescoping
  • 30-day cancellation, no exit fees
Phase 01 · discover

Sit with the work.

Two to three weeks inside your operation. We shadow estimators, read your bids, sit in the schedule meeting, watch how the back office actually closes the books. We map the systems your team uses and the systems they work around.

Discovery ends with a written plan and a decision point. No build-out begins until you agree to the scope, the cost, and the measurable outcome we're committing to.

Week 1–3 deliverables
  • ①   Workflow map of the targeted operation
  • ②   Data inventory & access plan
  • ③   Proposed agent architecture
  • ④   Measurable outcome & baseline
  • ⑤   Build-phase scope, cost, & timeline
  • ⑥   Go / no-go decision document
Weekly cadence
MON
Sprint plan · scope, owners, blockers
WED
Working session with your operators
FRI
Live demo · sign-off on what's shippable
EOW
Written progress note, no slides
Phase 02 · build

Tailor the system.

We build the agents, train them on your data, and stand them up against the workflows we mapped in Discovery. You see weekly progress, weekly demos, and weekly checkpoints — no six-month black boxes, no "trust the process" speeches.

Build phases run six to fourteen weeks depending on scope. The shippable thing at the end is yours, not ours — running in your environment, on your data, with your team able to operate it.

Phase 03 · manage

Stay accountable.

Most AI vendors disappear at go-live. We don't. CDS Vision monitors performance, tunes models against new data, and reports monthly on what got automated, what got saved, and where to invest next.

The managed-service phase is where the relationship compounds. Your data improves the model. Your operators surface new opportunities. The system gets sharper every month it runs.

Monthly report · sample
Hours automated418
Estimated dollar value$52,140
Confidence threshold met97.4%
Human escalations12
Next opportunity flaggedsubmittals
Commercial

Transparent pricing. No surprise SaaS.

Discovery

Fixed fee

2–3 weeks. Single number agreed upfront. You own the deliverables whether you proceed or not.

Build

Milestone-based

Six to fourteen weeks. Paid against weekly demos. Walk away after any milestone if it isn't working.

Manage

Monthly retainer

Scoped to the system running. Quarterly review & rescope. Cancellable on 30 days.

Start where every engagement starts: a conversation.

30 minutes. One workflow. We'll tell you whether AI can fix it, and whether we're the right ones to do it.

Book a discovery call