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Our Process
Let's take a journey together and discover how we can best build your success!
Phase One: Discovery
1
Initial Consultation
First, we'll jump on a virtual consultation call to learn more about your organization, as well as your current workflows. Our purpose here is to get a better understanding of your 5 W's (who, what, when, where, why), in order for us to best-develop the "How" later down the line.
2
Strategy Analysis
Next, we'll work collaboratively to clearly define your strategic objectives & goals, ensuring they not only align with your expectations of outcome & performance, but also with the Mission and Vision of your organization.
3
SaaS
Workshop
Then comes our tech deep-dive:
1) Analyze the full scope of your current tech stack
2) Recommend the best SaaS solutions from our partners
3) Demo how our SaaS partners' interface looks, feels, works, and can be customized to your specific needs.
4
SMART Proposal
From there, we craft a custom-tailored SMART proposal that includes a list of steps & tools to achieve your desired outcomes that are:
Specific
Measurable
Achievable
Realistic
Time-bound
Phase Two: Build
1
Onboarding
As the commencement of our Build phase, we begin by guiding you through a full tech-stack setup process, ensuring you and your team are comfortable & organized to take on your new solutions.
3
Integration
We are now ready to transfer, sync, & integrate your existing data & tools with our newly-built SaaS, ensuring a seamless and unified omnichannel experience.
2
Development
From there, we will begin custom-developing your accounts, workspaces, interfaces, workflows, & tools, ensuring full-functionality by utilizing every possible feature our SaaS partners created.
4
Visualization
From there, we finalize the interface build by incorporating visualization tools as needed, such as diagramming, dashboards, views, & data models in order to bring your data & KPIs to life.
Phase Three: Success
1
Training
As our commitment to your success, we provide comprehensive training to make sure you are confident and empowered to lead your organization with your newly-built solutions to their highest potential.
2
Support
If desired, we also offer ongoing support to personally address any questions or challenges you may encounter, ensuring your long-term success with the adoption of our solutions.
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