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How we’ll work together

A clear process.
From idea to everyday use.

Your initial 30-minute consultation is free. Any work beyond that call is paid, with scope and fees agreed before it begins.

Initial consultation · 30 minutes · Free

Tell me about the problem, the people involved, and the systems you use. We’ll discuss whether there is a sensible next step and what paid work it would involve. The stages below are paid services, tailored to the agreed scope.

Paid stage 01

Discovery & analysis

Understand the current process, inspect the relevant data and systems, and define the requirements and success criteria for the agreed scope.

Possible deliverables, agreed in scope

  • A documented process and requirements
  • A recommendation for the next stage
What happens in this stage
  • Talk with the people doing the work
  • Review data quality, access, and licensing needs
  • Agree on a measurable definition of success

Paid stage 02

Solution design

Plan what will be built, how information will move, who needs access, and how the solution will be supported.

Possible deliverables, agreed in scope

  • An agreed solution design
  • A clear build scope and review plan
What happens in this stage
  • Plan data sources, permissions, and connections
  • Review the proposed experience with your team
  • Define exceptions, responsibilities, and acceptance checks

Paid stage 03

Development & testing

Build in stages, review progress together, and test the agreed requirements with realistic scenarios.

Possible deliverables, agreed in scope

  • The agreed reports, workflows, or app
  • Test results and documented decisions
What happens in this stage
  • Show progress and gather feedback
  • Test normal work, missing information, and failures
  • Review access and run user acceptance checks

Paid stage 04

Deployment & handover

Put the agreed solution into use and provide the training, documentation, and support included in the paid scope.

Possible deliverables, agreed in scope

  • Handover materials for the agreed scope
  • Training and support as specified in the proposal
What happens in this stage
  • Prepare the production environment with your team
  • Explain everyday use and maintenance
  • Agree who monitors issues and handles future changes

We agree on the scope together.

The depth of each stage depends on the work. A focused improvement may combine stages; a broader project may need separate phases. Timing, deliverables, training, and support are agreed in the scope.

More questions about working together

A practical place to start

What could work
better?

Tell me about the report, approval, or task you want to improve.

Your initial 30-minute consultation is free. Any work beyond that call is paid, with scope and fees agreed before it begins.

Request a consultation