what you can expect from our fractional services

from initial design to maintenance and support we manage the entire lifecycle of your tech stack

week 1

Initial Onboarding & Discovery

Objective: Establish a foundation for the partnership.

What to Expect:

  • kickoff meeting: We’ll hold a comprehensive onboarding session to introduce key team members, set expectations, and review project goals.
  • discovery session: Dive deep into your business needs, operational processes, and challenges. We’ll explore your current systems, immediate pain points, and high-priority areas.
  • preliminary assessment: Conduct an initial audit of your existing tech stack, processes, and workflows.
  • quick win identification: Identify a couple of high-impact quick wins that can be implemented in the coming weeks for immediate results.
first month

Strategic Planning & Early Wins

Objective: Lay down the groundwork for improvement while delivering initial results.

What to Expect:

  • roadmap creation: Based on the discovery phase, we’ll develop a rolling roadmap, prioritizing system improvements with clear timelines, resource requirements, and expected outcomes.
  • implementing quick wins: Begin implementing the identified quick wins to deliver immediate value. Examples might include setting up a support desk, documenting current systems, or creating basic automations.
  • initial documentation: Start creating documentation for the current state of your systems and processes, helping your team understand the infrastructure and workflows.
  • regular check-ins: Establish weekly check-ins to monitor progress, address questions, and make any necessary adjustments.
first quarter

Building the Foundation

Objective: Begin deeper implementations to establish core operational improvements.

What to Expect:

  • system design & implementation: Begin building foundational improvements across departments, tailored to meet your operational and strategic goals.
  • automation & integration: Start implementing automations and integrations for seamless data flow and efficiency. For instance, automating reporting processes or integrating disparate systems for better connectivity.
  • training & documentation: Introduce initial training sessions for your team, along with comprehensive documentation to ensure they are comfortable using the new tools and systems.
  • quarterly review: At the end of the first quarter, we’ll review progress, measure outcomes against initial objectives, and refine our roadmap for the upcoming months.
six months

continuous improvement & expansion

Objective: Deepen system enhancements and optimize broader areas.

What to Expect:

  • expanding scope: Move from foundational improvements to more advanced optimizations, such as streamlining workflows, enhancing cross-departmental visibility, and refining customer-facing processes.
  • capacity building: Focus on freeing up your team’s time by reducing manual workload and enhancing data access, allowing them to focus on higher-value tasks.
  • risk management & compliance: Begin implementing safeguards and risk mitigation strategies, particularly in areas like data security, compliance, and continuity planning.
  • advanced training & adoption: Conduct additional training sessions for new system components and advanced features, ensuring your team is equipped to leverage the full potential of each tool.
  • second quarterly review: Assess outcomes, gather feedback, and re-prioritize goals for the next two quarters based on evolving needs.
one year

Sustained Growth &
Strategic Planning

Objective: Establish a sustainable framework for continued growth.

What to Expect:

  • enhanced reporting & insights: Develop customized dashboards and reporting tools for better decision-making. Teams will have clearer visibility into key metrics and analytics, helping drive data-informed decisions.
  • pipeline of opportunities: Continue building a prioritized pipeline of improvement opportunities, ensuring that each new initiative aligns with your long-term strategy.
  • strategic planning for future growth: Identify areas to scale systems as your business grows. This includes planning for additional automation, new integrations, and scalable processes to support future needs.
  • annual review & impact assessment: Evaluate the impact of our engagement over the past year, highlighting measurable gains in efficiency, cost savings, and customer satisfaction. Revisit the roadmap and set ambitious goals for the next year.
beyond year one

Long-Term Partnership & Innovation

Objective: Become a strategic, long-term partner in your growth journey.

What to Expect:

  • ongoing innovation: We’ll introduce cutting-edge tools and methods as they emerge, helping your business stay agile and competitive.
  • proactive maintenance & support: Continuous support to ensure your tech stack operates seamlessly as your business evolves.
  • scalability planning: Implement new systems and structures to support larger teams, higher transaction volumes, and more complex workflows as your business grows.
  • adapting to market changes: Adjust processes and systems in response to shifts in your industry, ensuring that your operations are always optimized for the current environment.
  • biannual & annual strategic reviews: Regular strategic reviews to assess progress, gather feedback, and recalibrate goals, ensuring our work aligns with your growth trajectory.

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