What is included in the free Workflow Review?

The Workflow Review is a free 30-minute introductory conversation. We discuss the operational bottleneck, the people and systems involved, and whether a detailed assessment is the right next step. It does not promise a score, roadmap, or Blueprint.

What is a Workflow Intelligence Assessment?

A Workflow Intelligence Assessment is a separately scoped paid investigation of an agreed workflow. Its duration, information requirements, and output are confirmed after the introductory review.

What is an AI Workflow Blueprint?

A Blueprint is the scoped assessment output. It can include current and proposed workflow maps, approvals and exception handling, opportunity priorities, requirements, measures, and an implementation sequence.

Which workflows does the assessment cover for EPC companies?

The assessment covers project status reporting, document control and extraction, vendor follow-up and procurement coordination, RFI and submittal tracking, meeting minutes and action item management, approval routing, and internal knowledge retrieval. We prioritise the workflows consuming the most management time.

How are timing and measures determined?

Timing and measures are agreed after the priority workflow, systems, source data, controls, stakeholders, and validation requirements are understood. Kresto does not publish universal implementation timings or returns.

What happens after the Workflow Review?

If there is a fit, Kresto may recommend a paid scoped assessment and Blueprint. The client decides whether to proceed after reviewing the proposed scope; implementation is not assumed.

— Services

Workflow Intelligence Assessment

Start with a free Workflow Review. Scope the Blueprint only when the workflow warrants it.

Request a Workflow Review ↗

Project leadership team reviewing workflow maps and engineering documents during a workflow assessment

— The Problem

Why this matters for
EPC & engineering firms.

Most companies don't know which workflows are worth automating. They either invest in AI tools that don't solve real problems, or they miss the high-impact opportunities hiding in plain sight. Without a structured audit, teams waste time on low-impact automation while critical bottlenecks remain manual.

— Our Approach

How we solve it.

The introductory Workflow Review is a free 30-minute conversation about one operational bottleneck, the people involved, and the systems already in use. When a detailed investigation is justified, Kresto separately scopes a Workflow Intelligence Assessment and paid AI Workflow Blueprint around the selected workflow.

•A clear introductory discussion about the most relevant workflow and constraints
•A decision on whether a detailed assessment is justified
•A separately scoped Blueprint only where there is a clear operating case

Expected outcomes are scoped against your baseline, systems, data quality, and adoption conditions before delivery—not assumed from a headline figure.

— AI Workflow Blueprint

See what a scoped Blueprint can include.

An AI Workflow Blueprint is a paid, scoped assessment output. It turns an agreed workflow investigation into a practical implementation decision—not a generic template or a promise made during an introductory call.

Illustrative sample — not a client result. The project-reporting example below shows the type of information that may be agreed within a scoped assessment.

Current workflow map

Steps, systems, handoffs, manual effort, and operational bottlenecks in one readable view.

Proposed workflow

Automation steps, human approvals, and exception routing designed around the agreed operating process.

Opportunity register

Candidate improvements prioritised against expected operational impact, implementation effort, readiness, and dependencies.

System requirements

Required source data, integrations, access boundaries, controls, and validation dependencies.

Implementation sequence

Agreed phases, owners, milestones, measures, and review points for the scoped engagement.

Illustrative opportunity matrix

Decide what to tackle first.

Placement depends on the client baseline, data readiness, risk, dependencies, and agreed controls. These labels are examples, not a universal ranking.

Operational impact

HighReporting

HighDocument retrieval

LowVendor follow-up

LowAssess during scoping

Low implementation effortHigh implementation effort

Text equivalent of the illustrative opportunity placements
Opportunity	Expected impact	Illustrative effort
Project reporting	High	Low to medium
Document retrieval	High	Medium to high
Vendor follow-up	Lower to medium	Low to medium

— Designed For Operations

Built around the project stack you already use.

Integrate, do not replace

We design around approved project, document, and management systems before proposing a new layer.

Keep people at critical decisions

Rules, review points, and escalation paths are defined before a workflow is operationalised.

Measure before claiming value

We establish a practical baseline so time, quality, and adoption can be reviewed honestly.

— Use Cases

Where this service
creates the most impact.

Project Reporting Automation

Consolidate project updates from multiple sources into automated weekly or daily reports. Establish the reporting effort baseline and target an agreed reduction.

Document Control and Extraction

Identify opportunities to automatically extract key data from contracts, BOQs, specifications, and technical documents, with exception review designed into the workflow.

Vendor Follow-Up Workflows

Automate vendor communication, follow-ups, and status tracking. Reduce coordination delays and improve vendor response times.

Meeting Summaries and Action Items

Automatically transcribe meetings, generate summaries, extract action items, and route to responsible parties. Eliminate manual note-taking.

Internal Knowledge Retrieval

Build searchable knowledge bases from past projects, lessons learned, and institutional knowledge. Enable faster onboarding and decision-making.

Approval Workflow Optimization

Identify approval bottlenecks and automate routing, escalation, and compliance tracking against agreed service levels.

— Implementation

How the engagement works.

Workflow Review

A free 30-minute discussion to understand the operational bottleneck, key users, current systems, and whether Kresto is a suitable next step.

Scope

If there is a fit, we agree the detailed assessment question, evidence required, relevant stakeholders, access boundaries, and intended Blueprint output.