1. Processes and Needs Analysis.
Our teams meet for 2-3 times to discuss your process, methodology, business model, sales team structure, business goals data transfer and usability. We also match the best
2. Workflow Design and SOPs formats
We discuss the best workflow automation for Your team as well as workload management.
3. Platforms and Techstack alignment
Now it's time for shopping! We gather a lot of information in previous 2 steps and based on 70 critical elements we help You decide on the best techstack. Depending on the processes it could be 1-7 tools and we explain all the functionalities, as well as limitations.
4. Implementation and Documentation
Now Your job is done. Our team moves to implementation. That takes usually 1-3 weeks. This phase also includes process documentation.
5. Adoption Success
Have everyone performing their tasks correctly and reliably with easy to access process docs and videos. Show managers, stakeholders, potential investors, or just your employees as a whole how your business is run, and the due care taken to achieve the results you do.