Approach

From the first conversation
to daily use.

We look at how your team works, agree a manageable first step and help you prepare for the change.

How we work together

What happens at each step.

  1. 01

    Understand the work

    Show us how a task happens today, including the paper, messages and tools your team uses.

  2. 02

    Agree the plan

    Set out what we’ll build, the cost, the timing and what needs a separate decision.

  3. 03

    Try a prototype

    Walk through a working example with your team before committing to the full build.

  4. 04

    Build and connect

    Create the software and prepare any records or existing tools that need to connect.

  5. 05

    Check and train

    Check the records and access rules, and let staff practise the tasks they’ll do each day.

  6. 06

    Launch and support

    Agree when to start, who to contact for help and the cost of ongoing support.

Choosing the size of the project

Start with what you need.

Start with one task

Choose one job, such as following up enquiries or approving purchases. Agree what the software needs to do and who will use it.

Connect more of the business

Plan work that involves several teams, moving existing records or connecting multiple tools. Set out the extra time, cost and checks before adding it.

Assess specialist requirements

Check requirements such as industry regulations or complex financial calculations before quoting. Identify where a specialist or a different approach is needed.

Clear boundaries

Plan the change with your team.

Whether you use paper, spreadsheets or an existing system, we’ll explain what needs to move, how staff can try it and what it will cost to keep running.

Start with the problem.

No brief or technical diagnosis required.

Tell us what's stuck