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How we work

Clarify, Engage and Streamline describe the three kinds of work we do. This page covers something different: the three ways you can engage us, how scope and cost get decided, what delivery looks like, and straight answers to the questions owners usually have before they commit to anything.

The buying path

Three ways to engage us.

These are different from Clarify, Engage and Streamline. Any one of those three capabilities can sit inside a diagnostic, an implementation project, or ongoing care. The engagement type is how you buy; the capability is what gets worked on.

01

Business workflow diagnostic

A focused, paid engagement to establish what's worth fixing

Before committing to a build, a diagnostic maps the problem properly: the workflow involved, where it breaks down, and whether the fix is a configuration change, an integration, something custom, or no technology change at all.

  • A map of the selected workflow
  • The main bottlenecks and dependencies
  • An agreed baseline or measurement plan
  • A comparison of practical options
  • Prioritised recommendations
  • A scoped proposal for implementation, where appropriate

Outputs are subject to agreed scope, and recommendations may point to improving a tool you already use rather than building something new.

02

Focused implementation

A project built around an agreed problem and defined deliverables

Once the problem and scope are agreed, we build it: the configuration, integration or development needed, tested against normal and exception cases, with documentation and handover appropriate to the project.

  • Scope and acceptance criteria
  • Relevant configuration, integration or development
  • Testing of normal and exception scenarios
  • Documentation and handover appropriate to the project
  • Staff involvement and training where agreed
  • Measurement against the starting position where data exists

This doesn't include unlimited revisions, a single fixed price across every project, or guaranteed outcomes. Acceptance criteria are agreed upfront so both sides know what "done" means.

03

Ongoing care and improvement

Support scoped to the solution, not a fixed package

What's delivered under Engage or Streamline may need monitoring, troubleshooting or periodic review once it's live. Where that's wanted, it's scoped separately, matched to what was built.

  • Monitoring and maintenance
  • Integration troubleshooting
  • Periodic performance reviews
  • An agreed allowance for improvements

Support arrangements are defined in your proposal. Response times, coverage and cost are agreed there, not published as a standard offer here.

A short initial conversation is different from a paid diagnostic. It's simply how we work out which of these three is the right starting point for you.

Pricing clarity

What affects
scope and cost.

We haven't published indicative price ranges on this site. Scope varies enough between businesses that a generic figure would be more misleading than useful. What we do commit to is a fixed-scope proposal before any work starts, so you know what you're paying for before you agree to anything.

01

Number of workflows and systems involved

A single bounded workflow costs less to scope and build than several connected ones.

02

Integration availability and complexity

Some systems offer straightforward connections; others need custom work to talk to each other.

03

Data quality and migration requirements

Clean, well-structured existing data is quicker to work with than records that need to be cleaned up or migrated first.

04

Custom functionality

Configuring an existing tool is typically faster than building something bespoke from scratch.

05

Testing, training and handover requirements

More exception cases to test, or more staff to train, means more time scoped for that stage.

06

Ongoing support needs

Whether anyone needs to monitor, maintain or extend the solution after launch affects what's scoped beyond initial delivery.

Software subscriptions and third-party usage costs (for example a booking platform, CRM or AI service) are identified during scoping and are separate from our delivery cost.

Delivery approach

A practical way
to get there.

This is how we run a diagnostic or an implementation project once it's scoped. It doesn't require buying Clarify, Engage and Streamline as a bundle. The steps apply whether the work touches one capability or several, and we reuse what already works wherever that's the better answer.

01

Understand the problem and current workflow

Map the selected workflow as it runs today, including the exceptions and workarounds that don't show up in a process diagram.

02

Assess whether the improvement is worth the investment

Weigh the likely effort and cost against the problem it solves, honestly, including when the answer is that it isn't worth it yet.

03

Compare configuration, integration and custom development

Check whether an existing tool can be configured or connected before recommending something built from scratch.

04

Agree the scope and success criteria

Set out what's included, what isn't, and how we'll both know the result is working, before any build begins.

05

Build and test

Configure, integrate or develop against the agreed scope, testing normal use and the exception cases that matter.

06

Help the team use the solution

Walk the people who'll use it through how it works, with documentation and handover suited to the project.

07

Review results and ongoing support needs

Check the result against the agreed baseline where one exists, and confirm what ongoing support, if any, is needed.

Time released by automation is potential capacity, not automatically a cash saving or a revenue increase. What a business does with that freed-up time is a separate decision, not something a system delivers on its own.

Good to know

Ownership, support
and continuity.

Straight answers to the questions owners usually ask before committing. Where we haven't established a public policy, we say so, rather than implying a commitment that isn't confirmed.

Can we keep our existing website or software?

Often, yes. We'd rather connect or extend a tool that's already working than replace it for its own sake. Where a genuine rebuild is the better option, we'll explain why before recommending it.

Do we need AI?

No. AI is one of several ways we might solve a problem, not a requirement. Where it helps, such as repetitive document handling, we'll use it with a person checking the result. Where it doesn't help, we leave it out.

Can we start with one workflow?

Yes. Most engagements start with the single problem costing you the most, not a full rebuild across the business.

Will you recommend existing software instead of a custom build?

Where it can do the job, yes. We compare configuring or integrating what you already use against custom development, and recommend whichever fits the problem, including, sometimes, no technology change at all.

What affects the price?

The number of workflows and systems involved, integration availability and complexity, data quality and migration needs, any custom functionality, and the testing, training and handover a project needs. See "What affects scope and cost" above for the full list, plus any software subscriptions or third-party usage costs identified during scoping.

What happens if the scope changes?

How scope changes are handled is set out in your proposal or contract. In practice, we flag a change before doing the extra work, so you can decide whether it's worth it.

What training and handover are included?

This depends on the project and is confirmed in your proposal. For system and workflow work it typically includes walkthroughs with the people who'll use it and documentation of how it works.

What happens after launch?

We test normal and exception cases before handover, then check the result is being used. Ongoing support beyond that is scoped separately, matched to what was built. See "Ongoing care and improvement" above.

Who owns the accounts, data and custom work?

This is set out in your proposal or contract, agreed before work begins. We don't assume a default position here, and we'd rather confirm it in writing than leave it implied. See our Privacy Policy for how we handle personal information specifically.

Can another provider take over later?

It depends on how a particular system was built and what's agreed about access and documentation at the time. Those specifics are set out in your proposal or contract, not assumed in advance.

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