Workflow audit
Map the process, identify automation points, and produce a short opportunity report.
Dunedin, NZ - working nationwide
Practical AI tools for document-heavy work
Silverstream helps professional-services and operations teams turn repetitive research, review, and reporting workflows into usable AI-assisted tools. The work combines tax advisory experience with process design, retrieval systems, prompt design, and workflow-focused UX/UI.
Tax advisory grounding
Four years in NZ tax advisory work
Workflow UX/UI
Interfaces for review, retrieval, and operational decision support
AI implementation
Prompt workflows, RAG, automation, and evaluation
Governance lens
Treasurer and NFP governance experience
Selected evidence
Built from real working systems
These examples are evidence of transferable patterns: document intelligence, operational visibility, and maintainable publishing workflows.
Document intelligence
Cited research workflow
Retrieval, source cards, and review structure for specialist professional documents.
Operations dashboard
Coordinated workflow visibility
Assignment status, timing, logs, and performance views for a live coordination process.
NFP web automation
Live membership website
Public website, information architecture, and publishing workflow for a regional branch.
Clearer workflows, reviewable outputs, usable tools.
Silverstream is built for work where accuracy, handover, and human review matter more than AI novelty.
How engagements start
Small, scoped, and evidence-led
Start with a bounded workflow, prove the operating pattern, then decide whether it deserves a maintained internal tool.
Scoped AI pilot
Build one working prototype with source handling, review interface, and handover notes.
Handover build
Turn a useful pilot into a maintainable tool with documentation and basic verification.