Before scope
We begin with a fit review. If the problem is clear and bounded, we may scope implementation directly. When the workflow, economics, data, or stakeholder requirements are uncertain, the first engagement is a paid systems assessment.
Assessment outputs
- Current-state customer journey and system map
- Leakage, risk, and opportunity register
- Target-state workflow and technical feasibility
- Measurement definitions and baseline requirements
- Prioritized roadmap, dependencies, and investment range
Implementation controls
- Written statement of work, assumptions, exclusions, and acceptance criteria
- Named client and delivery decision owners
- Milestones, change control, and risk tracking
- Test plans for data, workflows, permissions, fallbacks, and edge cases
- Launch, rollback, documentation, training, and handoff plan
Communication
Cadence follows the project, but it is established before work begins. Updates focus on decisions, risks, outcomes, and next actions. Technical detail is available without forcing executive stakeholders to translate it.
Acceptance and handoff
An implementation is complete when the agreed acceptance criteria are met, ownership is transferred, and the team knows how to operate the system. Ongoing optimization is a separate decision—not an assumed dependency.