Our Process

How we do it?

Technology solutions are infamous for not meeting expectations, late, over budget, unfriendly user adoption, and eating up the time of the client valuable resources that should have been spent on conducting business operations. To avoid these issues, we have a proven phased approach that significantly reduces risk, eliminate surprises, creates transparency and visibility right from the get-go.



Without a clear understanding of the problem, it is impossible to create the right solution therefore it is vital for technology consultants to have industry domain expertise so they can articulate the problem from both technology and business process workflow.

Furthermore, on many occasions, not all problems are in the current state which makes it more imperative to vision the future state.

In this phase our industry expert technology consultants utilize the proprietary templates to review and define the current state and future vision by collaborating with the client stakeholders.


  • Review & understand the current state
  • Define & prioritize goals
  • Define the future state
  • Complete the requirements workbook

Demo & Roadmap

  • View and critique demos
  • Prepare solution roadmap


  • Present solution roadmap
  • Review cost estimates
  • Make go/no-go decision for moving forward

Phase Deliverables

  • Requirements Workbook
  • Solution Roadmap
  • Cost estimates
  • 2 Weeks
  • Meeting 1: Define Current State & Future State
  • Meeting 2: Review Future State, Conduct Demos
  • Meeting 3: Cost Estimates, Go/No Go Decision



Just like you test drive a vehicle before purchasing it, we believe the technology solution should be the same way. All inquiries must be answered, avoid all assumptions, comfort and confidence levels are attained prior to making an investment.

In this phase, we select few business use-cases from the solution roadmap and create a functional working prototype for you to get hands-on experience and a visual representation of the desired solution.

Select Use Case

  • Collaborate with client to select use cases for prototyping


  • Build out of the prototype
  • Data integration
  • Analytics & Reporting

Review w/ Client

  • Present functional prototype
  • Get feedback
  • Update requirements workbook
  • Make go/no-go decision for moving forward

Phase Deliverables

  • Revised Requirements Workbook
  • Revised Solution Roadmap
  • Working Prototype(s)
  • Reports or Dashboard
  • Cost estimates
  • 2 Weeks
  • Meeting 1: Define and select use cases
  • Meeting 2: Present prototypes and receive feedback
  • Meeting 3: Discuss Next Steps



At this point, we have the following milestones completed:

  • Defined the current and future state
  • Completed the requirements workbook
  • Completed the solution roadmap
  • Developed and presented the functional prototypes
  • Received and incorporated the feedback of the stakeholders
  • Answered all inquiries
  • Built trust and confidence

Project Plan

  • Detailed project plan with timeline and milestones

Project Kick off

  • Project kick-off meeting with the stakeholders to present a project plan

Software Requirements Specifications(SRS)

  • Compile SRS from deliverables of Phase 1 & Phase 2
  • Submit SRS to the client for approval


  • Solution infrastructure design
  • Submit design document to client for approval
  • Development of the solution

Quality Assurance

  • Testing of the solution
  • Deploy to Testing Environment


  • User Acceptance Testing


  • Production Launch

Client Training

  • User Manual & Supporting Documentation
  • Live training sessions
Project Management
  • Recurring project status meeting with stakeholders