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Chazey Partners provide strategic advice, project management, and team capacity to assess, plan, and implement operations and digital transformation. We also offer FlexBPO, a nearshoring solution for clients who want Chazey’s transformation DNA embedded into their ongoing operations.

We scale to the client. We have set up shared service centers with 8 people as well as transformation programs with 1000s. We work with small private companies and large public companies such as Google, PepsiCo, and ManpowerGroup. We cover all industries, with deep experience in consumer goods, higher education, healthcare, and government. Our functional experience is focused on the back and middle office in finance, human resources, information technology, procurement, and customer operations.

Our competition is typically the big four consulting firms. Our clients choose us due to the quality of our team and outputs. We are former CFOs, CHROs, and practitioners who have real life experience in implementing and being accountable for transformation and operations. Our clients have experienced generic outputs created from outsourced, junior, and AI resources, where the partner only gets involved at the final readout. At Chazey, the senior team you meet at the introductory meeting is the one that does the work and supports the project end-to-end. Our clients also appreciate the value-for-money from hiring Chazey, as we have low overhead, deliver on our promises, and enable our clients to achieve sustainable transformation.

How does the agent solve for the work that falls between systems and teams, such as missing or inconsistent data, mismatches, holds, stalled approvals, handoffs, follow-ups, and aging queues. Agents are the most valuable where the “happy path” is rare and the exception path is the daily reality.

Does the agent execute, rather than simply assisting or just accelerating exceptions to humans?  Strategies for agentic execution could include:

  • Case-Based: Rather than trying to “run your whole process”, the agent picks up a specific stuck case, gathers the context, and drives it to a resolution or a clean handoff.
  • Explicit Boundaries: Define what the agent is allowed to do, what it is not allowed to do, and the exact conditions where it must stop.  Achieving this enables pilots to graduate to production.
  • Automatic Receipts: When the agent acts, do you see what it saw and why it did it. If it escalated, does the human gets a ready-to-decide packet instead of a mystery and a pile of screenshots.
  • Cross-System: Does the agent pull the minimum data it needs from the systems involved and reconciles inconsistencies, instead of failing the moment the answer is not in one place.

A single bottleneck could take 45 days for controlled automation. As part of a larger transformation program, we would identify early opportunities to address key pain points, and additional AI initiatives aligned with the go-live of the future state operating model.

Agents should replay the case end-to-end with evidence for every action and handoff: a replayable audit trail, not a summary.

Does the agent have defined boundaries and a deterministic escalation path – it does not hallucinate.

Potential breaks include cross-system work, policy conflicts, or messy inputs.

Kestrel’s impact is measured by the movement in operational KPIs such as holds, cycle time, rework rate, and escalation rate, and how these changes reduce human touches per case and improve movement in system.