Strategy. Defined. Delivered.

The process to achieve successful outcomes for our clients starts from the first meeting.

Our key objective is to get to know you and your business. We will bring the right team and skills, and invest our time to understand what you are looking to achieve and to scope out what needs to be done. This is our initial pre-sales investment so that we can set up your project for success.

We then follow a well-defined path for delivery, shown at a high level below per stage …

Discovery

Shape the vision. Align the direction.

Often extending from the pre-sales phase, Discovery is where ideas become actionable strategy.

Through a series of collaborative workshops and targeted analysis, we help you answer the big questions:

1) What should we build?
2) How should it be architected?
3) What’s the smartest path to delivery?

We work closely with your team to:

- Define the scope of work
- Design the right architecture
- Create a clear, achievable roadmap

Our focus is always on maximising the value of the Salesforce platform and its ecosystem andensuring every decision supports your core business objectives.

What makes this stage different

- Highly collaborative and workshop-driven
- Focused on strategic decision-making
- Designed to reduce risk before delivery begins

By the end of Discovery, you’ll have a clear understanding of what needs to be done and a confident plan for what comes next.

💡 For smaller or more straightforward projects, this stage can often be streamlined and completed during pre-sales.

Discovery

Shape the vision. Align the direction.

Often extending from the pre-sales phase, Discovery is where ideas become actionable strategy.

Through a series of collaborative workshops and targeted analysis, we help you answer the big questions:

1) What should we build?
2) How should it be architected?
3) What’s the smartest path to delivery?

We work closely with your team to:

- Define the scope of work
- Design the right architecture
- Create a clear, achievable roadmap

Our focus is always on maximising the value of the Salesforce platform and its ecosystem andensuring every decision supports your core business objectives.

What makes this stage different

- Highly collaborative and workshop-driven
- Focused on strategic decision-making
- Designed to reduce risk before delivery begins

By the end of Discovery, you’ll have a clear understanding of what needs to be done and a confident plan for what comes next.

💡 For smaller or more straightforward projects, this stage can often be streamlined and completed during pre-sales.

Definition (and Design)

Strategy into a delivery-ready plan

In the Definition phase, we take the direction set during Discovery and turn it into detailed, actionable requirements.

Through structured workshops, we work with you to translate business needs into clear user stories, define acceptance criteria and produce a detailed solution design.

Built on best practice

We always advocate a configuration-first approach, aligning with Salesforce best practices to:

- Reduce complexity
- Improve scalability
- Maximise long-term value

Control, clarity, confidence

This stage also establishes a strong foundation for delivery by:

- Setting a baseline for scope control
- Producing refined estimates
- Aligning all stakeholders on what success looks like

Key outputs

By the end of Definition, you’ll have:

- A prioritised user story backlog
- A detailed solution design
- A structured project plan

Definition (and Design)

Strategy into a delivery-ready plan

In the Definition phase, we take the direction set during Discovery and turn it into detailed, actionable requirements.

Through structured workshops, we work with you to translate business needs into clear user stories, define acceptance criteria and produce a detailed solution design.

Built on best practice

We always advocate a configuration-first approach, aligning with Salesforce best practices to:

- Reduce complexity
- Improve scalability
- Maximise long-term value

Control, clarity, confidence

This stage also establishes a strong foundation for delivery by:

- Setting a baseline for scope control
- Producing refined estimates
- Aligning all stakeholders on what success looks like

Key outputs

By the end of Definition, you’ll have:

- A prioritised user story backlog
- A detailed solution design
- A structured project plan

Development

Build, iterate, improve

This is where your solution comes to life.

During Development, we deliver the agreed solution through a series of focused 2-week sprints, combining rapid progress with continuous feedback.

We operate as one unified team approach, blending your business knowledge with our technical expertise to ensure everything we build is aligned to real-world needs.

How we work

Each sprint is structured to maximise transparency and momentum:

- Daily stand-ups to stay aligned
- Sprint planning to prioritise what’s next
- Show & tell sessions to demonstrate progress
- Retrospectives to continuously improve

Why it works

Early and regular feedback allows us to adapt quickly
Ongoing collaboration drives stronger engagement
Iterative delivery leads to better user adoption

By the end of this phase, you’ll have a fully built solution, ready to move into full User Acceptance Testing (UAT).

Development

Build, iterate, improve

This is where your solution comes to life.

During Development, we deliver the agreed solution through a series of focused 2-week sprints, combining rapid progress with continuous feedback.

We operate as one unified team approach, blending your business knowledge with our technical expertise to ensure everything we build is aligned to real-world needs.

How we work

Each sprint is structured to maximise transparency and momentum:

- Daily stand-ups to stay aligned
- Sprint planning to prioritise what’s next
- Show & tell sessions to demonstrate progress
- Retrospectives to continuously improve

Why it works

Early and regular feedback allows us to adapt quickly
Ongoing collaboration drives stronger engagement
Iterative delivery leads to better user adoption

By the end of this phase, you’ll have a fully built solution, ready to move into full User Acceptance Testing (UAT).

Deployment

Launch with confidence

Deployment is the final step, bringing everything together to deliver your solution into a live production environment.

This phase is a coordinated team effort, ensuring every detail is tested, validated, and ready for real-world use.

What happens in Deployment

We prepare your organisation for go-live through:

- End-to-end testing and full UAT
- Data migration and validation
- User training and enablement sessions
- Final technical deployment to Production

Beyond go-live

Our support doesn’t stop at launch.

We recommend a period of Early Life Support, tailored to the size and complexity of your project, to:

- Quickly resolve any issues
- Support users as they adopt the system
- Ensure a smooth transition to BAU (Business as Usual) support

The result

A successful, confident go-live backed by a solution your teams are ready to use from day one.