CaprockAgility

THE CAPROCK SERVICE GUIDE

See the possibilities.
Find your first move.

Watch how each engagement works. Explore the scope, the outcomes, and the details you can take with you.

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01 / CLARITY FIRST

Find the friction.
Fund the right fix.

For owners who feel the drag of slow follow-up, manual reporting, or disconnected tools—and want to know what is worth fixing first.

Typical duration
3–5 business days
Focus
Workflow diagnostic
Discuss this engagement

When this fits

You can feel operational drag, but competing problems make it hard to choose where to start.

What the work includes

  • A map of how work moves today
  • Friction analysis and AI readiness findings
  • Opportunities ranked by business value
  • A clear recommendation for the next step

What you leave with

A decision-ready findings summary. Use it to choose an implementation path, resolve readiness gaps, or decide to wait.

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The Audit starts with preparation and a 60–90 minute discovery conversation. Caprock maps the current workflow, identifies handoffs and bottlenecks, and examines how the tools, data, and people support the work.

Friction is scored by severity, frequency, potential value, and feasibility. You receive an AI readiness view, risk flags, and a ranked set of opportunities, discussed in a 30–45 minute findings readout.

The diagnostic can stand on its own. Implementation, custom builds, and detailed automation architecture are separate from the Audit.

AI Readiness Audit one-page overview preview
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AI Readiness Audit, at a glance

Who it’s for, what’s included, engagement scope, and how to get started.

EDGE STARTER / THE FILM1:04 · SILENT FILM
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02 / ONE IMPORTANT WIN

One workflow.
Working better.

Choose one recurring bottleneck and take it through a complete delivery cycle—from diagnosis and baseline to deployment, training, and review.

Typical duration
4–6 weeks
Focus
1 workflow
Discuss this engagement

When this fits

One repetitive process consumes time every week, and you have a clear owner ready to improve it.

What the work includes

  • A defined use case and baseline
  • A designed, built, and tested workflow
  • Team training and an operating procedure
  • A Day 30 outcomes review

What you leave with

One working improvement with an owner, a repeatable way to use it, and evidence to guide the next decision.

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Many workflow problems show up as slow lead follow-up, repetitive customer replies, knowledge trapped in a few people, or manual reporting. Starter focuses the engagement on one well-chosen use case.

The delivery cycle covers diagnosis, baseline measurement, design, build, testing, training, an SOP handoff, and a Day 30 review. The goal is adoption in daily work, supported by a process the team understands.

The film illustrates lead follow-up, draft responses, a staff knowledge base, and automated reporting. Potential time savings depend on the volume of work, the current process, and how consistently the solution is used.

EDGE Starter one-page overview preview
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EDGE Starter, at a glance

Who it’s for, the scope of one workflow, what’s included, and how to get started.

EDGE GROWTH / THE FILM1:08 · SILENT FILM
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03 / CONNECTED PROGRESS

Better handoffs.
A stronger chain.

Connect the steps that depend on one another, so an improvement in one area carries through to the next.

Typical duration
8–12 weeks
Focus
2–3 workflows
Discuss this engagement

When this fits

Your bottlenecks span a connected chain: lead intake, follow-up, CRM updates, proposals, or reporting.

What the work includes

  • A shared plan for connected use cases
  • Coordinated build, testing, and handoffs
  • Weekly sprint reviews and adoption support
  • Measured outcomes and a next-step roadmap

What you leave with

A more reliable flow of work across the full chain, with fewer gaps between tools, tasks, and people.

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Growth addresses the handoffs between tasks. A lead can be captured successfully while the response, CRM update, or next action still falls through. Connected workflows address those dependencies together.

Examples include customer response plus an operations report; lead intake plus a staff knowledge base and dashboard; or follow-up plus inquiry drafting and proposal generation. The right combination comes from discovery.

An 8–12 week sprint coordinates two to three workflows, with weekly 30-minute sprint reviews and team adoption support. Well-adopted workflows and measured outcomes guide further expansion.

EDGE Growth one-page overview preview
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EDGE Growth, at a glance

Who it’s for, the scope of two to three connected workflows, what’s included, and how to get started.

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04 / A COORDINATED UPGRADE

A stronger system.
Across the department.

Bring high-volume inquiries, manual handoffs, scattered knowledge, and reporting into a coordinated operating upgrade.

Typical duration
10–14 weeks
Focus
4–5 workflows
Discuss this engagement

When this fits

Several roles in one department rely on manual workarounds, and isolated fixes are no longer enough.

What the work includes

  • Named use cases and a prioritization matrix
  • Quick wins followed by larger opportunities
  • Role-based enablement and an SOP library
  • Adoption tracking, Day 30 review, and next-sprint brief

What you leave with

A consistent operating standard across the department, with a deliberate rollout and clearer ownership.

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Scale coordinates four to five workflows within a department. It addresses the points where inquiries, handoffs, knowledge, reporting, and disconnected tools create strain across multiple roles.

Quick wins can include FAQ responses, CRM logging, or ticket routing. More involved opportunities—such as proposal generation, document processing, or dashboards—are sequenced according to readiness and value.

The 10–14 week rhythm moves through discovery, design, delivery, and stabilization. Weekly reviews, role-based enablement, an SOP library, adoption tracking, and a Day 30 review help the changes take hold.

EDGE Scale one-page overview preview
ONE-PAGE OVERVIEW · PDF

EDGE Scale, at a glance

Who it’s for, the scope of four to five workflows within one department, what’s included, and how to get started.

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05 / ENTERPRISE DELIVERY

A dependable rhythm.
A foundation to scale.

For organizations starting or stabilizing SAFe, build a working operating model for one Agile Release Train (ART) or an ART-sized business unit.

Typical duration
12–16 weeks
Focus
One ART / business unit
Discuss this engagement

When this fits

Planning, roles, dependencies, and priorities need to work together before you expand the delivery system.

What the work includes

  • Executive alignment and a working charter
  • Value-stream and ART design
  • A facilitated PI Planning event and role coaching
  • A metrics baseline and AI readiness roadmap

What you leave with

A working planning and delivery rhythm with clearer roles, visible dependencies, and an informed path toward responsible AI adoption.

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A dependable delivery system connects leadership priorities with the work of teams. Fragmented planning, unclear roles, weak planning discipline, and hidden dependencies make results difficult to predict.

Strategic SAFe Foundation supports one ART or an ART-sized business unit through assessment, stakeholder alignment, role and cadence guidance, prioritization, and planning. The film describes executive alignment, value-stream and ART design, one facilitated PI Planning event, role coaching, and a Measure-and-Grow baseline.

The 12–16 week engagement introduces AI literacy and readiness. Portfolio redesign, multi-ART governance, and custom production AI implementation are outside this Foundation scope. The next-step roadmap identifies where further work makes sense.

Strategic SAFe Foundation one-page overview preview
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Strategic SAFe Foundation, at a glance

Who it’s for, what’s included, engagement scope, and how to get started.

ANIMATED PRESENTATION

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Start with the work.
We’ll help you choose the path.

A free, 30-minute Workflow Fit Call helps clarify the problem and whether there is a useful next step.

Find your first move