ENGAGEMENT OPTIONS
Start with a useful scope.
A short fit conversation establishes the problem and whether we can help. Detailed assessment, design, and implementation are paid engagements with scope and price agreed before work begins.
Choose the right first change.
CRM & AI Assessment
Review one business process, its systems, data, owners, and constraints. Receive prioritized findings and a costed implementation recommendation.
What completion means
An agreed problem, readiness gaps, recommended scope, and a clear next decision.
What we need from you
A process owner, stakeholder input, and appropriate access to current-system information.
Prove one workflow with your team.
Workflow Pilot
Implement a bounded workflow for selected users, with realistic test cases, human checkpoints, and a practical handover.
What completion means
A demonstrated workflow evaluated against the acceptance criteria agreed before implementation.
What we need from you
A named owner, usable data, access, and users available for testing.
Put the agreed change into operation.
Implementation & Improvement
Deliver scoped configuration, integration, data work, testing, and adoption. Continue with explicitly scoped support and improvements where useful.
What completion means
Customer acceptance, documented ownership, release checks, and handover or an agreed operating plan.
What we need from you
Approved scope, milestones, responsibilities, and customer decisions at agreed checkpoints.
Clear commitments before implementation.
Each proposal defines deliverables, responsibilities, prerequisites, milestones, acceptance criteria, and change handling. Timing depends on scope, access, and customer decisions. Software licenses and usage charges are identified separately.
After launch, choose a practical handover or separately scoped managed improvement. Ongoing support defines capacity, response expectations, and the improvement backlog.