How I work: six steps from first call to results
Every engagement follows the same discipline, scaled to the size of the job. You always know what's happening now and what comes next.
The six steps
- 1
Understand
Conversations with owners and key users to learn how the business runs, what's hurting and what success looks like.
- 2
Analyze
Map current processes, systems and data. Find where time, money and accuracy are being lost.
- 3
Define
Write requirements, priorities and constraints that everyone signs off.
- 4
Recommend
Compare options and present a practical recommendation with cost, timeline and risks.
- 5
Implement
Plan the project, coordinate vendors, test with real scenarios, train users and manage go-live.
- 6
Improve
Stabilise, measure against the original goals and tune the system as the business grows.
Questions clients ask
Do I have to commit to all six steps?
No. You can stop after any step with a useful deliverable in hand, such as a report, an SRS or a recommendation.
How do you charge?
Fixed fees for well-defined deliverables, and day rates or monthly retainers for ongoing advisory and project management. You get a written proposal before any work starts.
Discuss your IT or software requirement
Tell me about your project. I'll suggest a practical first step.