Our Common Process Tools
Our Process
1
Project Discovery Outline
Clarify goals – Align on business needs, objectives, and success criteria.
Gather requirements – Review data sources, availability, and constraints.
Design outline – Map methodology, tools, and visualization approach.
Set roadmap – Define timelines, deliverables, and checkpoints for measurable outcomes.
2
Contract Agreements
Digital signing – All agreements are executed via secure, widely used e-signature platforms.
Clear scope – Contracts specify deliverables, timelines, and responsibilities.
Flexible terms – Options for one-time projects or ongoing retainers.
Confidentiality – Data security and client privacy protected throughout engagement.
3
50% Payment
A 50% upfront payment is required to secure project start.
4
Review
First review – Initial draft delivered for client feedback and requested changes.
Refinement – Adjustments made based on feedback, ensuring alignment with goals.
Second review – Updated version shared for final comments and approval.
Sign-off – Project moves to completion after client confirmation.
5
50% Payment
The remaining 50% due with final deliverables.