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The work gets stuck in the handoffs.

A close waits on a spreadsheet someone has to chase. A collection waits on a call. An RFP waits on the person who remembers the last bid. The hold is still priced on EBITDA. The board still wants the AI plan. The hours are in those handoffs.

Portfolio companies from $50M to $500M in revenue.

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Thirty minutes. You leave with the first workflow named.

The problem

Valuable work, waiting on a person.

  • The invoice, the receipt, and the purchase order live in three systems. Someone reconciles them by hand.
  • The board pack is rebuilt every month from exports.
  • A customer call lands at whichever site picks up.
  • The last bid sits in a mailbox. The next RFP starts over.

The approach

An operator, in the work.

Thomas Matteson finds the bottleneck with the people who run it, builds the workflow with that team, and stays until it is running in the operation.

  1. 01

    Find the bottleneck

    He sits with the team and names the handoff that consumes the hours.

  2. 02

    Build it with the team

    The workflow is built in the company’s systems, with the people who will run it.

  3. 03

    Make it work in practice

    A person approves what leaves the building. The count is what the operation did.

Thomas Matteson

The proof

Prior operating work, with the measure defined.

This count is from the operating company Thomas Matteson ran before Wright Applied. The company is unnamed. The work was finance and the back office, August to October 2026. A Wright Applied client result is published with the engagement that produced the count.

Prior operating company

August–October 2026

4,668

Tasks completed

~1,140

Hours returned

$5.09M

Document value

$100M+

RFP bid value

  1. AP coworker
  2. Reporting coworker
  3. Sales ops coworker
  4. Collections coworker

The Selra results view. 4,668 is tasks the agents completed. About 1,140 is hours returned. $5.09 million is document value the agents handled. $100 million and above is RFP bid value the team handled and responded to. The roles on the view are accounts payable, reporting, sales operations, and collections.

Prior operating work · Voice calls

An unnamed multi-site operator.

The company name stays private.

Before
Customer calls ran across the operator’s sites. The relationship stayed with the team.
What changed
Voice-call AI in the customer operation. A person approves anything that leaves the building.
Read the case studies

The trust

You can see the work, and you can stop it.

  • Where the data stays

    The work runs in the company’s own tenant and systems: Microsoft, Google, AWS, or the stack it already runs. Company data stays there.

  • Who can reach it

    Access starts at least privilege. The company can revoke it the same day.

  • What needs a person

    A person approves every commitment. Every agent action leaves an audit trail. Each agent has an off switch.

  • What stays with the company

    The work product is assigned to the company in writing. A named person owns each change.

Security and trust

The engagement

What a client receives.

  1. The review

    Thirty minutes. The bottleneck and the first workflow get a name. You leave with the measure for day 90.

  2. The build

    The workflow is built with the team, in the company’s systems. A working agent is on that workflow at day 30.

  3. The run

    The work is live at day 60. A person at the company approves what leaves the building.

  4. The count

    At day 90 the board has tasks, hours, and document value for that workflow.

How an engagement runs

The review

A portfolio AI review.

Where the hours are stuck. The first workflow. A 90-day measure the board can read.

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For operating partners. One company first, then the same pattern across the fund.