Initial meeting
Submit a form and book a meeting with a consultant to see if we’re a good fit for your business processes and project requirements (no obligation).
Action plan
Once we have all the requirements, we’ll create an outline with a solution overview, project timeline, and budget. Once agreed, we’ll then send you a contract and discuss the payment schedule.
Setup and configuration
We work diligently to set up the system. At every major stage completion, you’ll receive an update and a few words about the upcoming work that will be done.
Project finalization
Once the system is ready and tested, we provide training and answer questions to help you and your team maximize its use.
Ongoing support
After completion, take a survey and share your opinion. Stay in touch to work together on issues and new functionalities.
Automate Repetitive Tasks
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