1

Initial assessment. We meet with you to gather detailed information about your needs and priorities, then create an initial estimate and contract for the discovery phase.

2

Discovery. We review your existing data collection tools, processes, and software to identify integration and streamlining opportunities, then determine which forms and data tools to utilize and customize for your organization’s unique needs.

3

Project kickoff. We meet with your staff and stakeholders to review the build process and timeline, create a check-in schedule, and identify the key decision makers for the project.

4

Implementation. We build a fully-customized database based on the project requirements and scope. We discuss progress, address challenges, and align our next steps. We also share demos and works-in-progress for your review and approval.

5

Training. We assist with initial setup and conduct hands-on training sessions to guide staff through the functionality and workflows. We provide detailed standard operating procedures and how-to guides to help users navigate the system with confidence.

6

Ongoing technical assistance. Once your system is fully implemented, we offer troubleshooting assistance, answer questions, help with system updates and maintenance, and make adjustments based on your evolving business needs.