Our Process

1. Discovery

30–45 minutes to understand goals, constraints, and current tools. We align on success criteria and pick a meaningful starting slice.

2. Map & Prioritize

We document the workflow, surface bottlenecks, and prioritize high‑ROI opportunities. You’ll see a short plan with scope, timeline, and outcomes.

3. Implement

We configure integrations and build targeted automations in your existing stack. Work ships in small, verifiable increments.

4. Validate & Train

User testing with real data, plus documentation and hands‑on training. You own everything we build.

5. Launch & Support

Production rollout with monitoring and a stabilization window. Optional ongoing support to optimize as you grow.

Still Have Questions?

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