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The Process

Initial Discovery & Assessment

The best place to start is to perform an initial discovery session, either over the phone or in person.  The main items that need to be discussed are:

  1. Goals and objectives
  2. Timelines and constraints
  3. Current resources and roles and responsibilities
  4. Expectation of scope of services

Estimate & Contract Review

Once the initial discovery has been performed and we have an idea of what services are necessary and the level of commitment required, we can provide an estimate of how long the project will take and how much it will cost.  Once both parties agree to the scope and cost, a contract will be drawn up.  We have a contract or we can use your contract.  This phase generally takes about 2-3 weeks.

We only bill for worked performed so it important to note that while we estimate the work, these are only estimates.  If your project takes less time, you will not be billed for any time not used.

Project Kickoff

Once the contracts have been signed a mutually agreeable start date is set.  Start dates are provided on a first-come first-serve basis.  Projects are generally started with a Kickoff Meeting with the attendance of key players.  This is an important step of the process as it communicates to the project teams (as there are usually several) that a work stream is getting underway and to include us in their planning.

During the project we provide bi-weekly status reports.  Deliverables, if applicable, will be delivered according to the contract requirements.  At the end of the project, the final status report will detail the hours used/remaining and any outstanding work that may need to be completed still.