Book a consultation
Four colleagues working together around a single laptop

Five stages. One way of working.

Discovery through optimization, governed the same way whether the engagement is a two-week integration or a multi-year transformation programme. The sequence, the cadence and the accountabilities are agreed before anyone writes code.

  1. Discover
  2. Strategize
  3. Build
  4. Integrate
  5. Optimize
Delivery stages
5
Methodology
Agile & DevOps
Quality standard
ISO 9001: 2015
Review cadence
Daily → annual
The delivery model

What each stage needs, and what it hands over

Stages overlap in practice — optimization on one flow while another is still being built — but none of them starts before the one it depends on has handed something over.

  1. Discover

    We map your business goals against the technology landscape you actually have — systems, data, contracts and constraints.

    In the room
    Account manager, solution architect, your process owners
    Span
    Typically 2–4 weeks
    Runs on
    • An inventory of the systems, integrations and data actually in play
    • Process walkthroughs with the people who run them daily
    • Contract, licensing and compliance constraints
    • Whatever cost and cycle-time numbers you already hold
    Hands over
    • A current-state map of the estate, not an idealised one
    • A register of addressable issues and untapped opportunities
    • A measured baseline the engagement can later be judged against
  2. Strategize

    A transformation roadmap sequenced by business value, with the trade-offs made explicit before anyone writes code.

    In the room
    Solution architect, practice leads, your sponsor
    Span
    Typically 1–3 weeks
    Runs on
    • Business goals with the dates attached to them
    • The issue register discovery produced
    • Budget, platform and in-house skill constraints
    Hands over
    • A roadmap sequenced by business value, increment by increment
    • Architecture and platform decisions with the trade-offs written down
    • The engagement model — fixed price, time and material, milestone or your own team
  3. Build

    Scalable, secure solutions delivered in agile increments, with your team involved rather than briefed after the fact.

    In the room
    Delivery team, SQA group, your product owner
    Span
    Sprint by sprint
    Runs on
    • The agreed increment and its acceptance criteria
    • Environment access and the coding standards we hold across practices
    • A named product owner on your side
    Hands over
    • Working software every sprint — demonstrated, not described
    • Test evidence from the SQA group that manages the project from scratch
    • Documentation that ships with the code rather than after it
  4. Integrate

    Applications, data and processes connected end to end, so information moves without manual hand-offs.

    In the room
    Integration engineers, platform owners, your partners
    Span
    Typically 2–6 weeks per flow
    Runs on
    • Target systems, trading partners and the data contracts between them
    • A cutover plan and the rollback that goes with it
    • Non-production environments that resemble production
    Hands over
    • End-to-end flows running in production without manual hand-offs
    • Reconciliation, acknowledgements and error handling in place
    • Runbooks handed to whoever holds the pager
  5. Optimize

    Ongoing support, enhancements and continuous improvement — measured against the outcomes we agreed in discovery.

    In the room
    Managed services team, account manager
    Span
    Ongoing
    Runs on
    • Live telemetry, support tickets and user feedback
    • The outcome baseline captured in discovery
    • A standing enhancement backlog
    Hands over
    • Movement against the discovery baseline, reported not asserted
    • Enhancements shipped on a predictable cadence
    • A support contract with named people and 24/7 coverage
What holds across all five

Four commitments the stages are built on

A methodology is only worth stating if it changes what happens on an ordinary Tuesday. These are the parts that do.

Trade-offs before code

Scope, sequence and cost are argued in the open at the strategy stage and written into the roadmap. Nothing gets discovered as a compromise at the deadline.

Your team in the room

Increments are demonstrated to the people who will live with them, not summarised for them afterwards. Feedback lands while it can still change the build.

One standard across practices

The same coding standards, review gates and deployment discipline whether the work lands in Salesforce, Boomi or a React front end — so a handover between practices is not a handover between companies.

Judged against the baseline

The numbers captured in discovery are what the engagement is measured on. Optimization reports against them rather than against a fresh set of favourable ones.

Governed on a rhythm, not on request

Four standing reviews, five named accountabilities
Daily

Standup

Fifteen minutes with your team on what moved, what is blocked and who is clearing it.

Weekly

Progress & risk

The increment against the plan, the risk register, and any decision that needs you this week.

Monthly

Roadmap & budget

Sequencing revisited against what the last four weeks taught us, with spend stated alongside it.

Annual

Outcome review

The discovery baseline reopened and measured, and the following year sequenced from what it shows.

And the names behind it

Roles, responsibilities and accountabilities, set at kick-off
Account manager
The commercial relationship, the reporting cadence and escalation. One name, for the life of the engagement.
Solution architect
The roadmap, the architecture decisions and every trade-off recorded against them.
Delivery lead
The sprint, the increment and the team staffed on it. Answers for dates.
SQA group
Test strategy, evidence and audits — from document identification through to verifying the correction.
Engineers
The code, its tests and its documentation, worked to standards that hold across all our practices.
Quality assurance

Six gates between done and live

Work runs under an ISO 9001: 2015 quality management system, with a dedicated SQA group on the project from the start and audits on a schedule rather than on suspicion.

Standing terms
NDA signed before work starts
The code and the IP stay yours
Coding standards shared across practices
  1. Peer review against maintained standards

    Every change is read by another engineer, against the same standards in every practice.

  2. Test evidence, not test assurances

    The SQA group produces the run, the results and the defects it opened — attached to the increment.

  3. Security in the deployment path

    Hardened deployment infrastructure and a security review before release, rather than a scan after go-live.

  4. Your product owner signs it off

    Acceptance is a decision your side makes against the criteria agreed when the increment was scoped.

  5. Documentation and runbook ship with it

    What it does, how it fails and who to call — written down before the increment closes.

  6. Audited on a schedule

    Regular audits under ISO 9001: 2015, so the process is examined and corrected rather than assumed.

Start at discovery

Tell us where the business is headed and which systems are in the way. We will come back with the stages, the people and a realistic sequence — not a sales deck.

Talk to our expertsCall the team
+1-562-916-3390 · Los Angeles, CA