01
Document and case operations
Intake, classify, extract, validate, route, and review documents or cases while keeping exceptions visible.
Services · Core offer
Turn a valuable workflow into a usable product
AI Products & Workflow Automation
Palmetto turns a validated opportunity into a product people actually use: decision tools, document workflows, copilots, and the integration work behind them.
When to call
Recognize the operating
signal.
Start with the condition you can observe, the consequence it creates, and the person accountable for changing it.
- 01
A critical process still runs through email, spreadsheets, swivel-chair entry, or brittle point solutions
- 02
An AI prototype showed promise but lacks the product design, integration, controls, or evidence required for use
- 03
Customers or employees need a focused interface over complex information and systems
- 04
A legacy workflow or application is blocking automation, visibility, or a broader AI initiative
Where it shows up
Concrete uses,
not AI theater.
We apply these patterns to the workflow, systems, decision rights, and measures that drive your business.
02
Decision-support products
Combine business rules, data, knowledge, and AI in a focused interface that helps a person make a better, faster decision.
03
Internal copilots and self-service
Give employees a task-oriented way to find context, prepare work, and complete approved actions across existing systems.
04
Workflow modernization and integration
Replace fragile handoffs, connect systems, and expose the operational data needed to manage and improve the process.
The work product
What gets delivered.
What keeps it controlled.
Core deliverables
- Product brief, user journey, workflow baseline, value hypothesis, and success measures
- Production-shaped pilot with representative users, data, and integration boundaries
- Fit-for-purpose interface, services, APIs, automation, and integration code
- Test strategy, AI evaluations where applicable, telemetry, and operational controls
- Release plan, documentation, runbooks, handoff sessions, and prioritized backlog
Production and governance controls
- Authentication, authorization, data handling, and retention matched to the application context
- Validation, fallbacks, exception queues, and human review for low-confidence or high-impact outcomes
- Application and model telemetry, auditability, cost visibility, and performance budgets
- Automated tests, release discipline, observability, and a maintainable integration boundary
Delivery path
Move from decision
to production.
The first release focuses on the priority workflow, then expands in controlled increments as adoption grows.
01
Diagnostic
Scope-dependent
Define the operating problem, baseline the current state, test feasibility, and make the value, risk, and decision path explicit.
Typical outputDecision brief, baseline, target state, and sequenced recommendations02
Production-shaped pilot
Scope-dependent
Exercise the hardest assumptions with representative data, real users, appropriate controls, and an architecture that can survive beyond a demo.
Typical outputWorking pilot, evaluation evidence, operating lessons, and go-forward decision03
Scale & rollout
Scope-dependent
Harden what works, integrate it into the operating environment, expand adoption, and transfer the knowledge required to run and improve it.
Typical outputProduction capability, rollout evidence, runbooks, and ownership handoff
Measures & team
Measure the change.
Build with the owners.
Measures that show progress
- User adoption, task completion, and time to value
- Cycle time, manual touches, backlog, and throughput
- Quality, exception, defect, and rework rates
- Operating cost, capacity, service level, revenue, or customer measures tied to the product case
The team we build with
- An accountable product or workflow owner with authority to make priority decisions
- Representative users available for discovery, testing, and rollout feedback
- System and data owners who can support realistic integration and access decisions
- Security, legal, risk, brand, or operations stakeholders appropriate to the product
Ownership
Build a capability
your team can own.
Product decisions, architecture, code, tests, and deployment guidance are documented for your team to own long-term.
Questions buyers ask
Before we
begin.
How long does it take to build an AI product?
Timing depends on scope, integration, data readiness, and the decisions the team needs to make. We set the schedule after the problem and access path are clear.
Can you work with our existing product and engineering team?
Yes. We build around the team that owns the outcome: leading a workstream, pairing with your engineers, or supporting existing vendors.
Start with the operating problem
Bring the context.
We will define the next step.
Share the workflow or decision, who owns it, what it costs today, and what makes the timing matter. We turn that context into a practical path with clear deliverables, measures, timing, and commercial terms.
Discuss a product or workflow →Or email [email protected].