01
Understand the repeated workflow
Start with the repeated work, current tools, users, handoffs, constraints, and where errors or delays compound.
What you receive
A clear problem definition and the workflow area worth improving first.
How we work
From workflow problem to working first phase.
Open Automation starts by understanding the repeated work, then builds or configures a usable first phase around the workflow before expanding.
From workflow to delivery
A practical path from repeated work to delivered output.
The goal is to avoid vague automation projects while still delivering something useful: a LogiDraft setup, reusable package, focused utility, integration workflow, prototype, MVP, or first application release.
02
Map the inputs, rules, and outputs
Identify the representative files, records, drawings, BOMs, data fields, rules, exceptions, and outputs the system needs to support.
What you receive
A practical workflow map and enough structure to decide what should be built, configured, integrated, or deferred.
03
Choose the right starting route
Decide whether the first phase belongs in LogiDraft, a custom package, a focused workflow tool, an integration, or a standalone application.
What you receive
A recommended starting path with boundaries, assumptions, and the first usable output clearly defined.
04
Build or configure the first phase
Deliver something usable against real work: a LogiDraft setup, reusable package, focused utility, integration workflow, prototype, MVP, or first application release.
What you receive
A working first phase that can be reviewed by the people who will actually use the workflow.
05
Review, refine, and validate
Use feedback from real examples, users, edge cases, and output reviews to tighten the workflow before expanding scope.
What you receive
A refined version of the package, tool, integration, or application with practical next-step recommendations.
06
Handoff, support, or expand
Document what was delivered and decide whether the best next step is handoff, support, another package, deeper integration, or a broader phased build.
What you receive
A usable handoff, support path, or expansion plan based on what the first phase proves.
Starting routes
Different workflows need different first deliverables.
Some situations need discovery first. Some are ready for a LogiDraft setup, reusable package, focused tool, integration workflow, or full-stack MVP. The route can also change as the first phase proves what is useful.
01
Planning / scoping
Workflow discovery and system mapping
Best when
The workflow is valuable but unclear, cross-functional, integration-heavy, or too risky to price as a build immediately.
First deliverable
A current-state workflow map, bottleneck summary, data/tool constraints, and a recommended first build or configuration phase.
Can phase into
A LogiDraft package, focused workflow tool, integration workflow, or standalone application.
Pricing structure
Usually structured as a fixed discovery or scoping engagement before implementation is estimated.
02
Product path
LogiDraft direct use
Best when
You mainly want to evaluate or use the LogiDraft product yourself for reusable drawing content, configurable assemblies, and aligned outputs.
First deliverable
A direct product evaluation through the LogiDraft product site.
Can phase into
Team setup, a custom reusable package, or an adjacent Open Automation workflow tool if the process extends beyond drawing standards.
Pricing structure
Handled through the LogiDraft product path rather than a custom Open Automation implementation.
Visit LogiDraft Product →03
Setup / adoption
LogiDraft team setup
Best when
A team wants help adopting LogiDraft, organizing standards, onboarding users, and deciding how reusable content should be structured.
First deliverable
A guided setup path shaped around the team’s standards, users, initial content, and workflow.
Can phase into
Custom package creation, team libraries, review rules, output presets, or adjacent integrations.
Pricing structure
Usually scoped around setup, onboarding, initial structure, and adoption support.
04
Package build
Custom LogiDraft package
Best when
Repeated drawing content, assemblies, BOM data, output presets, or package families should become reusable LogiDraft content.
First deliverable
A team-specific package of reusable content, configurable assemblies, standards, and aligned output data.
Can phase into
Additional package families, team-managed libraries, quoting handoffs, inventory preparation, or documentation workflows.
Pricing structure
Usually priced as a defined package build, with optional follow-on packages, maintenance, or expansion.
05
Bounded implementation
Focused workflow tool
Best when
One repeated task needs a practical utility, such as quoting support, BOM cleanup, documentation preparation, inventory preparation, approvals, or exports.
First deliverable
A narrow application or utility around one defined task, input, user flow, and output.
Can phase into
A larger internal tool, data integration, reporting layer, approval flow, or full-stack application.
Pricing structure
Usually scoped as a fixed first build once the task, representative data, and target output are clear.
06
System handoff
Data or integration workflow
Best when
Records need to be mapped, validated, exported, imported, or passed between LogiDraft, spreadsheets, ERP/MRP systems, quoting tools, databases, or third-party applications.
First deliverable
A bounded data mapping, validation, export, import, or system-handoff workflow using representative records.
Can phase into
Automated syncs, quote-readiness tools, vendor/inventory lookups, job tracking, reporting, or deeper third-party integrations.
Pricing structure
Often starts with discovery or a limited proof of mapping before full integration work is scoped.
07
Phased full-stack build
Standalone technical application
Best when
A broader company-specific process needs users, statuses, rules, data ownership, outputs, dashboards, approvals, reporting, and possible integrations.
First deliverable
A scoped MVP or first release around one user group, operational slice, and useful output.
Can phase into
A larger full-stack workflow system with roles, dashboards, integrations, reporting, and connected tools.
Pricing structure
Usually phased: discovery or scope definition first when needed, then a bounded MVP or first release, with optional expansion after validation.
How paths overlap
The first phase can connect to the next one.
A workflow does not have to stay in one category. A LogiDraft package can feed a quoting workflow. A focused utility can become the first slice of a larger application. A standalone application can integrate with LogiDraft or third-party systems once the core workflow is proven.
LogiDraft package → quoting handoff
A reusable package can produce structured drawing and BOM output, then a focused tool can prepare that data for estimating, sourcing, or quote review.
Focused utility → full application
A small BOM cleanup, export, approval, or document-prep utility can become the first slice of a larger workflow system if the team keeps using it.
Discovery → MVP → integration
When the process is unclear, discovery can define the first release. After the MVP is validated, integrations with LogiDraft or third-party tools can be phased in.
Engagement structure
Pricing follows the shape of the first useful deliverable.
Open Automation does not force every inquiry into the same model. Discovery is used when needed, but implementation is the intended path when the workflow and scope are clear.
Fixed discovery
Used when the workflow, data, users, or integration path needs to be understood before a responsible implementation estimate can be made.
Defined setup or package
Used when the deliverable is a LogiDraft setup, reusable package, team standards structure, or initial adoption path.
Scoped first build
Used when the first useful tool, utility, integration, prototype, MVP, or application slice is clear enough to define as a bounded implementation.
Phased expansion
Used when the first phase proves useful and the workflow should expand into more users, integrations, reporting, support, or connected systems.
Getting started
What helps us start.
The first conversation is more useful when it is grounded in representative work rather than a polished specification.
- Representative files or records
- Current tools and systems
- Known rules and exceptions
- Desired output or handoff
- Relevant users or reviewers
- Examples of repeated manual work
A useful first phase can stand on its own. Handoff, support, or expansion is optional and based on what the real work shows — not assumed at the start.