Assess the options before development
An audit and design phase reviewed how technicians, administration and contracts interacted. After assessing CRM customization, a purpose-built system was chosen for the operation.
We define the work before we start building
Bring a need to explore, a design ready to implement or a solution already in use. We agree on what needs solving and which service will move you forward from there.
Choose the service your project needs
Audit, design, implementation and support can be engaged separately. You don't need all four: we review what is already defined and agree on the work you need.
Choose what to address first
What we do
We review the process, tools and constraints your team faces. We compare configuring, connecting or building and prioritize a need with a concrete scope.
How your team participates
Your team shares how it works today, provides examples and identifies delays, errors or manual tasks. We need to understand both typical workflows and exceptions.
Agree on how the solution should work
What we do
We define users, workflows, rules, data and systems. We scope an initial version and acceptance criteria; depending on the project, documentation may include screens, flows or exchanges between tools.
How your team participates
Your team validates rules, reviews proposed workflows and helps decide what the first version must include. One person coordinates business decisions.
Build, test and launch
What we do
We build or configure the agreed solution and test it with representative situations. We review rules, permissions, integrations and exceptions with the people who know the operation before delivery.
How your team participates
Your team provides the agreed data and access, tests workflows and confirms acceptance criteria at the project's defined review points.
Support the solution in operation
What we do
We handle incidents, maintenance and minor adjustments with agreed monthly capacity. We review needs arising from daily use and distinguish support work from requests requiring new scope.
How your team participates
Your team reports incidents with context, helps prioritize and validates adjustments. New features are assessed and quoted before being included.
How this works in real projects
Explore the Photonix case study
Document rules before automating them
Connecting HubSpot and Odoo also required organizing the discount and billing rules previously applied manually. Those documented rules shaped membership automation.
Frequently asked questions
Do we need to engage all four services?
No. Each service can be engaged separately, with its own deliverables and terms. If the need and solution are sufficiently defined, we can assess implementation directly. We can also support an existing solution.
Can you work from a design we already have?
Yes, after reviewing the materials. We assess whether workflows, rules, data and acceptance criteria are sufficient to agree on implementation. We identify any missing definitions before quoting that work.
What participation is needed from our team?
Someone who knows the process and can coordinate decisions, plus those who must validate the solution's use. We agree on review points and the information or access each party provides; not everyone needs to participate in the same way.
Can we continue with another team after delivery?
The design is documented to support that continuity. For implementation, the proposal specifies the code, configurations and access to be transferred, along with third-party licenses and components.
Let's talk about your project's next step
Tell us what you want to solve, how you do it today and what you have already defined. Let's assess which service can help you move forward.
Tell us where you are today
You don't need to choose a technology or prepare a specification to start the conversation.