Step 1: Diagnose
Workflow & Document Diagnosis
Looking to identify your first priority task?
We analyze your current workflows and documents to prioritize the most urgent task.
Diagnoses your document, workflow, and customer data assets and delivers a prioritized DX/AX roadmap.
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Common Challenges
- Not sure where to start?
- Will AI really help us?
- Worried the diagnosis leads nowhere?
Key Deliverables
- Current state objectively mapped
- Most urgent task clearly identified
- Next execution step concretely defined
- {label: "Current State", description: "Map documents, workflows, and data as-is"}
- {label: "Priorities", description: "Rank improvements by impact and difficulty"}
- {label: "Roadmap", description: "Phase from the single most urgent task"}
- Digital maturity baseline
- Clear improvement priorities
- Confidence in next action
DSE Center DX·AX Diagnosis Program
Social Economy Organization Workflow Diagnosis
Social economy organizations, nonprofits
Before
Annual business plans written but never reused
After
Foundation for shorter grant proposal writing time
Core Metric
70%+ of documents identified as reusable
Key Takeaway
A diagnosis alone reveals exactly what to do first
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Applied Tech
- Document classification & metadata extraction
Implementation Details
- 2-week diagnosis, 4 deliverables
Subsidy & Voucher Support Program
We assist in connecting local DX/AX vouchers and public support programs to lower implementation costs.
* Details are provided during your initial 1:1 consultation.
Step 2: Build
Core Workflow Innovation
Ready to automate your single most urgent task?
We take the top-priority task from your diagnosis and build a working automation system.
Builds the single highest-priority task from Step 1 diagnosis into a real automation system.
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Common Challenges
- Replying to the same questions all day?
- 30+ minutes to find a document?
- Knowledge walks out when staff leave?
Key Deliverables
- Repetitive work time reduced
- Document search time shortened
- Throughput increased
- {label: "Process Design", description: "Analyze and identify automation points"}
- {label: "System Build", description: "Document data, AI search, auto-response"}
- {label: "Go-Live", description: "Production deployment and training"}
- Repetitive time reduced
- Search time shortened
- Fewer missed items
DSE Center AX Operations Program
Care Facility Counseling Record Automation
Care & welfare facilities
Before
Handwritten logs piled in filing cabinets
After
All records instantly keyword-searchable
Core Metric
Counseling record search: 15 min → under 1 min
Key Takeaway
Changing one core task transforms how the whole team works
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Applied Tech
- Document parsing & structuring
- AI search system
Implementation Details
- 6-week build, 2-week stabilization
Subsidy & Voucher Support Program
We assist in connecting local DX/AX vouchers and public support programs to lower implementation costs.
* Details are provided during your initial 1:1 consultation.
Step 3: Scale
Phased Operating System
Ready for integrated customer, admin, and performance systems?
Beyond single-task automation — integrate customer, administrative, and performance management into one flow.
Extends the Step 2 core system into customer management, admin, and performance tracking.
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Common Challenges
- Customer info scattered everywhere?
- Weeks spent on each grant application?
- Can you measure your impact in numbers?
Key Deliverables
- Unified customer history
- Faster grant response
- Quantified organizational performance
- {label: "Customer Mgmt", description: "Inquiry, consultation, contract, follow-up connected"}
- {label: "Admin & Grants", description: "Past materials converted into reusable assets"}
- {label: "Performance", description: "Throughput, time, and missed items measured regularly"}
- Reduced customer management leaks
- Improved grant response efficiency
- Visible performance & better decisions
DSE Center DX·AX Transformation Program
Community Welfare Integrated Operations
Social welfare, integrated care agencies
Before
Care recipient info scattered across files & notebooks
After
Data-driven decision making and routine reporting
Core Metric
Integrated search for all care records
Key Takeaway
Step-by-step building transforms the entire organization
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Applied Tech
- Customer Relationship Management
- Document Knowledge Search
- Performance Dashboard
Implementation Details
- 3-month phased build
Subsidy & Voucher Support Program
We assist in connecting local DX/AX vouchers and public support programs to lower implementation costs.
* Details are provided during your initial 1:1 consultation.
Phased Expansion
Start with Phase 1 Diagnosis and expand as your operations scale
You don't need to build a massive system all at once. Start with Phase 1 Diagnosis and expand to Phase 2 and 3 as your team scales.
How AX Document Foundry Powers Every Package
The document-based AI engine that powers all execution packages
AX Document Foundry is the shared foundation of all three packages. When documents become AI-ready data, marketing, operations, and system building become dramatically more effective.
Step 1: Diagnose
Assess document readiness during diagnosis
Analyze your documents to determine which ones can be converted into AI-ready data.
Step 2: Build
The core data pipeline for workflow automation
Refined document output becomes the input data for AI search, auto-response, and data analysis, multiplying automation impact.
Step 3: Scale
Expand into a knowledge foundation for integrated operations
Refined document data becomes a reusable knowledge asset powering customer management, grant response, and performance tracking.
DseForge reviews marketing, conversion, and operations togetherthen redesigns the structure that creates results
We diagnose where traffic leaks, where conversion breaks, and where operations slow the business down, then improve them as one flow.
Step 1
Step 1. Diagnose the marketing and conversion bottleneck
Current issue
Promotion is happening, but nobody can clearly see where inquiry and consultation are leaking.
DseForge response
DseForge traces traffic, landing structure, CTA, and consultation flow to redefine the real bottleneck.
Step 2
Step 2. Refactor or rebuild for performance
Current issue
The real question is whether the current site can still create measurable outcomes.
DseForge response
If it can be saved, we refactor it around conversion. If not, we rebuild the structure from scratch.
Step 3
Step 3. Connect operations and continuous improvement
Current issue
If the system gets abandoned after launch, results stop there.
DseForge response
We connect the post-inquiry workflow and ongoing optimization so performance can keep growing.
A diagnosis should leavereal deliverables you can act on next
DseForge does not stop at explanation. We organize the next actions, execution scope, and working outputs that the team can use immediately.
Right after diagnosis
These decision materials come first
This is the working view that helps the team align on what is broken and what should happen next.
Bottleneck summary
We summarize where traffic, CTA, consultation flow, or operations are actually breaking.
Refactor vs rebuild recommendation
We make the practical recommendation and explain why that path is more effective now.
Priority task list
The first fixes are organized by impact and urgency so the next move is clear.
Execution planning
Then it moves into these working outputs
After consultation, the output becomes something the team can actually build and operate against.
Landing and messaging brief
We define how the opening message, value proposition, and trust signals should change.
CTA and inquiry-flow plan
We propose how buttons, forms, and conversion paths should be reorganized.
Operational backlog and UI priorities
We separate what to build first from what can wait until later phases.
Measurement and follow-up criteria
We define which numbers should be tracked for inquiry flow, conversion, and operations.
Bottleneck summary sheet
A short document that shows the current issue and the recommended direction
CTA and page improvement brief
A working draft for how the page, CTA, and inquiry flow should change
Execution backlog
A prioritized list that separates immediate tasks from next-phase work
Not sure which package fits?
Start with a diagnosis first