While no one engagement is typical, we follow a general work process and adapt it to meet your needs. 


Listen and Learn

  1. Kick-off with client and stakeholders
  2. Conduct a deep dive into your business processes, applications, data, and reporting needs



Define and Design

  1. Prioritize your business and technology objectives
  2. Develop a plan to execute on your strategy, including a detailed documentation of the desired workflow
  3. Identify all of the functionality and customizations necessary to support your processes
  4. Define the application solution design




  1. Build and develop the implementation as defined in the earlier stages
  2. Customize any specific configurations
  3. Extend the functionality of your implementation by integrating third-party applications 



Implement, Inspect and Improve

  1. Map legacy platform data to new system
  2.  Support and/or perform data migration
  3. Develop customized reports to monitor performance
  4. Work with your project team to establish a thorough test protocol and test all functionality
  5. Make improvements and modifications, as necessary
  6. Push configurations and customizations to production 




  1. Adapt and deliver a customized training to your System Administrator and Power Users
  2. 30-days of ad hoc post-implementation support to ensure a seamless transition