How It Works

Discovery Meeting

We begin with a short meeting to understand your needs, covering:

• Current Workflows, technology, and team skills
• Main challenges and pain points
• Short- and long-term goals
• Important features you’re looking for
• How ready you are for change

Pilot Plan

Shortly after the meeting, we will provide:

• A summary of your needs and goals
• Execution plan and the support we’ll provide
• Setup and implementation requirements

Training and Trial Phase

Help choosing customers for the pilot:

• We provide Free training and Account setup
• An adaptable process to match your pace
• Communication support for staff and clients
• Quick changes based on feedback

Final Review

After the trial phase, we review together to prepare for rollout:

• What worked well in the pilot
• Key areas to focus on for success
• Finalising pricing and contracts
• Setting a timeline for rollout
• Planning for change management

Full Rollout

We make sure the solution is ready for your entire business:

• Ongoing training and support
• The same high level of support every step of the way