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Engagement Process

We believe in a clear, structured process so every engagement starts with alignment and moves forward with confidence. Our approach is designed to define scope properly, reduce delivery risk, and keep communication consistent from discovery through implementation.

How the Process Works

1. Initial Brief Submission

The process starts when you submit your enquiry and complete the attached briefing form. This gives us the information we need to understand your requirements, business context, priorities, and the type of solution or service you are looking for.

Once we receive your brief, we review it carefully and begin preparing for the next step.

2. Discovery Follow-Up Meeting

After reviewing your brief, we schedule a follow-up discussion with you. This can take place in person, by video conference, or by phone - whichever you prefer.

This session is typically one hour or longer, depending on the complexity of the requirement. By this stage, we have already spent time reviewing your brief, doing preliminary thinking and research, and preparing an initial direction and plan for discussion with you.

3. Discovery Summary and Direction

After discovery, we provide a clear summary of priorities, opportunities, constraints, and a recommended direction. This helps ensure both sides are aligned before formal implementation planning begins.

The focus at this stage is clarity: what problem is being solved, what success looks like, and what should happen first.

4. Scope, Specifications, and Implementation Plan

Once there is mutual agreement to proceed, we prepare a detailed specification and implementation plan.

This stage is used to define the project properly and may include:

  • project scope
  • key deliverables
  • functional requirements
  • assumptions and exclusions
  • implementation approach
  • indicative timeline
  • dependencies and delivery checkpoints

Our goal is to make sure both parties have a clear, shared understanding of what is being built or delivered before development work begins.

5. Final Scope Approval and Project Kickoff

Once scope and specifications are agreed, the project moves into execution.

At kickoff, we align on:

  • delivery phases and milestones
  • reporting cadence and review points
  • stakeholder communication flow
  • acceptance criteria for each stage

This keeps execution structured and transparent across the full lifecycle.

6. Timelines

Estimated timelines are based on agreed scope and delivery dependencies.

Where requirements evolve, timelines are reviewed collaboratively to maintain quality and delivery confidence.

Project Governance

Throughout delivery, we maintain structured governance with regular check-ins, documented decisions, and milestone reviews to ensure progress stays aligned with agreed objectives.

Dependencies and Third-Party Considerations

Some projects involve external services and technical dependencies that can affect implementation timing and complexity. Typical examples include:

  • hosting and infrastructure costs
  • API usage fees
  • software licences or subscriptions
  • external platform charges
  • third-party integrations with usage-based billing
  • other direct development or operational costs incurred by the development team

Where applicable, these are identified early and discussed as part of planning so delivery remains predictable.

Why We Structure the Process This Way

Our projects typically involve substantial upfront thinking before development begins. Reviewing your brief, researching your requirements, preparing an initial plan, and conducting the discovery discussion all require time and expertise.

This process helps ensure that:

  • your requirements are properly understood
  • the project is scoped realistically
  • delivery risk is reduced early
  • delivery expectations are clear from the start

It also allows us to begin engagements in a structured, professional way that protects both parties and improves the likelihood of a successful outcome.

Summary

  • Clear intake and discovery process
  • Structured scope and implementation planning
  • Milestone-based delivery and governance
  • Transparent stakeholder communication
  • Realistic timelines aligned to project complexity

Our goal is to deliver work in a professional, predictable process that keeps strategy, execution, and outcomes aligned.