Workingby Proven ProcessesMethodically and Transparentlyas a Trusted Technical PartnerCollaboratively Through Deliveryin Long-Term Partnershipwith us
What
We follow a structured engagement process to take ideas, issues, or requirements from initial discussion through to delivery and sign-off. Each step is designed to reduce ambiguity, control scope, and keep work moving in a predictable and transparent way.
Why
Unstructured work leads to misunderstandings, scope creep, and wasted effort. A defined process allows expectations, priorities, and outcomes to be agreed early, giving both sides clarity before time and budget are committed.
How
By combining clear discovery, documented requirements, phased delivery, and regular checkpoints, we turn requests into measurable outcomes. Estimates, milestones, and acceptance steps are agreed up-front, with flexibility built in to adapt as requirements are refined.
Clear Process and Structured Delivery
From First Contact to Final Sign-Off
This page outlines the practical steps involved in working together, from the initial conversation through to delivery, testing, and sign-off. The process is designed to provide clarity at each stage, align expectations early, and structure work into manageable phases. By combining discovery, estimation, phased delivery and validation, the approach supports predictable outcomes, controlled costs, and solutions that are implemented properly rather than rushed.
High Level
The practical stages followed to scope, plan, deliver and validate work in a structured and repeatable way.
1. Get in Touch
You contact us via the website, email, or referral with a brief outline of what you are looking to achieve.
2. Initial Conversation
We arrange a short introductory call to understand your business, your current setup, and the outcomes you are aiming for. This is a discovery discussion rather than a sales pitch.
3. Requirements & Wish List
You provide a simple wish list of items such as issues to resolve, improvements to make, or systems to implement. This can be high-level and does not need to be technical.
4. Clarification & Scoping
If needed, we hold a follow-up session to clarify priorities, confirm assumptions, and shape the work into clearly defined pieces. This is where complexity is reduced into manageable steps.
5. Estimate & Proposal
We provide an estimate of effort, timescales, and costs, broken down into phases. Each phase is clearly defined so you know what will be delivered and when.
6. Agreement & Phasing
We agree on the scope, delivery phases, and payment milestones before any work begins. This keeps the engagement predictable and transparent.
7. Delivery
Work is carried out in the agreed phases. Progress is communicated clearly, and adjustments are discussed before being applied.
8. Review & User Acceptance
Completed work is reviewed together. You test the solution in your environment and confirm it meets the agreed requirements.
9. Sign-off & Next Steps
Once approved, the phase is signed off. We then either move to the next phase or close the engagement, depending on your needs.
Higher Level
The essential steps that frame how work is scoped, delivered and validated, providing transparency at each stage.
1. DISCOVERY
A structured conversation to understand your objectives, existing systems and the challenges affecting day-to-day operations.
2. DESIGN
Translating requirements into a clear technical plan covering data structure, workflows, integrations and how each component will operate.
3. DEVELOPMENT
Building CRM configurations, workflow automations and system integrations through a technical approach shaped by years of coding, API work and ERP-focused process design.
4. DELIVERY
Providing a working solution through configuration, testing and user training, supported by clear demonstrations to help teams adopt the system with confidence.
Our Process
Our work follows a structured engagement model that moves from initial discovery through to delivery and sign-off. We begin by understanding requirements, priorities, and constraints, then translate these into clearly defined tasks, phases, and timelines. Solutions are designed, implemented, and reviewed iteratively, with validation at each stage to confirm outcomes meet expectations. This approach supports controlled delivery, predictable costs, and systems that are practical, maintainable, and ready to scale as business needs evolve.
Build It Properly!
CRM delivery focused on workflows and automation.