Our Methods

Define scope and vision.

Gain deeper understanding of your project requirements.

Identify inputs, triggers, and outputs of all processes.

Confirm success criteria for each process.

Draft workflow flowcharts.​

Estimate resource requirements.

Document key metrics required to scorecard our mutual success.

Builds out all processes, templates, controls for your review and approval.

Complete a conference room pilot simulating live transactions and ensure the correct end-results.

After your approval of the CRP, we launch.