Here's our 5 steps process
How it Works.
STEP #1
ASSESS REQUIREMENTS
- Identify challenges and pain points occurring in your projects
- Survey your project members to answer what they want to automate and why
STEP #2
RESEARCH TECH OPTIONS
- Resource and establish applicable vendor options
- Compare features and workflows based on your unique criteria
STEP #3
VENDOR INTERVIEWS
- Screen selected vendors based on criteria match
- Demo with the vendor to evaluate for short listing
STEP #4
SHORT LIST & CLIENT DEMO
- Schedule customized vendor interviews and demos
- Document client feedback and provide decision matrix
STEP #5
POST IMPLEMENTATION SUPPORT
- Establish vendor implementation training schedule and documentation support
- Schedule post implementation audit