How It Works
STEP #1 -ASSESS REQUIREMENTS
WHAT DO YOU WANT TO AUTOMATE & WHY
- Identify challenges and pain points occurring in your projects
- Account for job roles, and stakeholders impacted and implicated by new technology.Â
- Establish the roles that will potentially apply new automations
- Poll what’s working, what’s not, in current technologies


STEP #2 - RESEARCH TECH OPTIONS
SOURCE AND RESEARCH VENDOR ALIGNMENT
- Define feature set priorities, budget, and vendor categories
- Compare and analyze vendor software workflows to current work processes
- Access reviews, and external recommendations
STEP #3 - PRE-INTERVIEW VENDORS
WE INTERVIEW VENDORSÂ
- Conduct preliminary vendor interviews based on criteria matches
- Schedule vendor demos to pre-screen, and evaluate on-boarding and post support commitments


STEP #4 - CUSTOM VENDOR DEMOS
TOGETHER WITH YOU WE SHORT LIST & MONITOR CLIENT DEMOS
- Officiate client/vendor introductions with custom demos
- Apply vendor scores to decision making matrix
STEP #5 - POST ADOPTION SUPPORT
WE MONITOR IMPLEMENTATION STRATEGY AND SUPPORT
- Monitor vendor implementation onboarding, training, and collateral support
- Schedule post implementation audit
