Methodology
How we deliver, from assessment to support
Five phases, each with clear outputs and sign-off. Start at the phase you need, whether that’s a roadmap, a platform decision, an implementation or support for a system already live.
Five phases
The same senior consultants stay with you through every phase.
- 01 · Assess
We review your current systems, processes and integrations, map the workflows, and define business requirements. You get a clear roadmap of what to fix and in what order. - 02 · Select
When a new platform is on the table, we run vendor demos and proposals against your requirements, so you choose with confidence and on your terms. - 03 · Implement and test
We own design, build, integrations and testing, and manage the plan, schedule and deliverables so the project lands on time. - 04 · Go live
We manage environments, data conversion and integrations through cutover, and handle issues before they reach your users. - 05 · Support and stabilize
After go-live we document a support plan with your subject matter experts and act as your administrators until your team is ready to take over.
What stays the same in every engagement
Phased delivery
Value arrives early and risk stays small, because each phase is proven before the next begins.
Built around your calendar
Cutovers are planned around close, payroll and open enrollment, never through them.
Your team learns as we go
Training and documentation are part of every phase, so you can run the system without us.