How we work

The whole engagement, written down.

We cannot show you a case study. Two engagements are underway, neither has reached proven go live, and neither is ours to describe. So here is the next best thing, and it may be the better thing: the whole engagement, stage by stage, with what closes each stage and what we need from you at every one. A firm that has not thought its process through cannot write it down. Read it as a test of us. Most of this page is the process as written and agreed, not a process we have run to the end, and stage 10 says exactly which parts have been run rather than letting you find out.

nine stages, and a tenth that says which of them have been run.

01Before we meet

One thing happens here. A person reads what you sent.

You write to us through the form on the home page, with your name and how to reach you. What you send is recorded, and a person reads it. We do not answer scope questions by email, and that is not a policy for its own sake: the first conversation is where the read happens, and a read done by email is a guess with a signature on it. If you want to come prepared, bring the tools you actually log into in a week and the name of the person the work between them lands on.

If a conversation follows, here is the whole of what happens in it, so none of it is a surprise. Edwin asks what you run and where the work piles up, there is nothing presented and there are no slides, and you leave with three things whether you hire us or not. Three numbers are worth having to hand: roughly how many hours a week go on moving things between two systems by hand, whose hours those are, and what an hour of that person's time is worth to the business. A close guess is fine, and if you have none of them we still get there.

No deck, no capabilities document, no sample of the work and no NDA is sent before the conversation, and each absence is deliberate. An NDA sent before anything has been said asks you to sign something to hear a sales pitch. The findings are not sent in advance either. A finding read alone the night before arrives with its counterargument already written, so they are delivered in the room, one at a time, with a person in front of you.

What closes it

A person has read what you sent.

What we need from you

A name and a way to reach you. Nothing else.

02The first conversation

Free, not a pitch, and you leave holding three things.

Edwin runs it and nobody else does. Most of it is questions, and the questions are about your business, not ours: which tools you log into, where something gets copied out of one and typed into another, who does the copying, what never quite gets done, who reads a thing before it reaches a customer, and who would be the name on the approvals if we did this. Then we tell you what the system cannot do before we tell you what it can. Then the arithmetic, done in front of you out of numbers you said in the room: what carrying the work by hand costs you today, in your figures, never ours. That is your current cost. It is not a saving we promise.

You leave with three things, out loud, whether you hire us or not. A straight read on whether this fits. Where the work is leaking between your tools, two or three seams, in your own nouns. And a fixed build quote, which stage 03 then puts in writing. If the honest answer is that this is not for you, you hear it on the call.

What closes it

All three are given, out loud.

What we need from you

Honest answers, and one in particular: what would make you say no. We ask it because a no found on the call is cheaper for both of us than a no found in month four.

03The read and the quote

The read goes in writing. The quote is the Order Form.

What was said on the call is repeated in writing after it, so it exists as a document you can forward to a partner or to counsel. It is written to be forwarded: short sentences, real nouns, no adjective doing a fact's job. If the answer was no, the written read still goes out. That is what "whether you hire us or not" means.

The quote is one document, the Order Form, issued unsigned. It names the build fee as one figure, the license fee as one figure a month, each milestone amount and what triggers it, how many lanes, connected systems and named approvers, the monthly generation envelope, and the term. It contains no timeline and no guarantee. And it does not move after you sign. The detailed scoping happens after signature, inside the build fee, and it cannot change the figure.

What closes it

You hold the figure, in writing.

What we need from you

A decision, on your own clock. If you need to hand us something internal to make the quote real, a short mutual NDA comes first, and it carries no commercial term.

04Saying yes

Two signatures, and one column that is already fixed.

Yes means two documents signed together: the Build and Operate Agreement and the Order Form. The first milestone falls due at signature. Before you sign, any connected system that could not be handed back to you on exit is named on the Order Form. Nobody signs without knowing which of their systems that applies to.

Two columns, and a buyer's counsel will ask about both.

Fixed before you sign, on the Order Form

  • The build fee
  • The license fee
  • Each milestone and the event that triggers it
  • How many lanes, connected systems and named approvers
  • The monthly generation envelope
  • The term

Settled after you sign, at build scoping

  • Which lanes are built, and what the engine prepares in each
  • Which systems are reached, and how each one is held
  • Who each named approver is, and how approval routes
  • The written delivery plan
  • How the envelope is allocated
  • The acceptance criteria for go live
  • Target dates
  • What we need from you, and when
  • What is out of scope

Nothing in the second column changes anything in the first. Scoping finds out what the build is. It does not reprice it.

What closes it

Both documents signed.

What we need from you

Signing authority, which is why we ask on the first call who signs. And the name of the person who will sit with us at build scoping.

05Build scoping

Inside the build fee, after signature, and it cannot change the figure.

This is where the build gets found out. It produces one document, the Statement of Work, signed by both sides. It settles everything in the second column above. Your named approvers are named in it. The systems we connect are listed, each with how it is held: in your own account, or through a relationship we hold. If the second, it is one you already saw on the Order Form. The acceptance criteria for go live are written here, before a line of the lane is built, so acceptance is never an argument at the end. Timing is set here too, in the plan, after we have seen your systems and not before.

What closes it

The Statement of Work, signed by both sides.

What we need from you

Your named approvers, in the room. Your own IT people, or whoever holds the accounts, to connect them. And a decision on anything the plan says depends on you, because those dependencies are written into the plan with your name beside them.

06The build

Nine phases, and you can see which one we are in.

The build runs in nine phases. They are the same nine the pricing page estimates hours against.

  1. Scoping, and the written delivery plan.
  2. Your instance, provisioned and configured.
  3. Your systems connected, and each one's gate proven structural or procedural.
  4. The approval chain, proven end to end to your named approvers.
  5. The audit trail, live, exportable, and checked against a real record.
  6. The lane itself, with your own rules encoded as gates.
  7. The adversarial quality gate before deploy, and the fix pass it generates.
  8. Verification on your live surface, training, written operating notes, and the handoff.
  9. The project management and communication that runs across all of it.

How you will know where things stand. During the build you will get a written note, in one shape every time, and it is written to be read by you rather than by us. Where we are, in a sentence a person can read aloud. What moved, and what that means for you rather than what we did. The single highest value thing you could do right now. Then three lists that are never left out and never softened: what is waiting on you, each item with how long it has been waiting; what is waiting on us, the same way; and what is waiting on somebody else, with what we have done about it and what happens if it does not land. It will also say what we are deliberately not doing, so a scope decision is never a surprise later. The note will go out whether or not anything moved, because a note that only appears when there is news is how a long silence happens, one defensible skip at a time. The record starts at the approval chain phase. From the first test piece your approver releases, what went out, who released it, and when is written down and never rewritten.

What stalls a build, said in advance rather than explained afterwards. A connection that resists, where the system we are reaching into does not give up access on the first ask. An approver who changes mid build, which is the single thing the effort estimate is widest for. A decision that sits with you, which the delivery plan already put your name beside. And something we owe you that has not been sent. Every one of them appears in the note by name, with who it is waiting on, us included. One thing a slow build never does is burn your paid term. The license term starts at go live, not at signature.

What closes it

Every phase through verification done, and the system ready to demonstrate against your acceptance criteria. Not the code finished.

What we need from you

Access when we ask for it, in your own accounts. Your approvers releasing the test pieces, because an approval chain nobody has used is not proven. Decisions on the dependencies the plan put your name beside, on the dates the plan names, which are agreed with you at scoping rather than set on this page.

07Go live

Acceptance is a thing on your live surface, agreed before we built it.

Go live means one thing on this site and it is the sharpest line in the engagement: the system is proven working on your live surface, against the accounts you actually run, against the acceptance criteria written into the Statement of Work at scoping. Not a demo. Not a staging copy.

Those criteria are written to be watched happening rather than argued about, and four of them are the same in every engagement. Every lane prepares work end to end and the prepared work reaches your approval chain. Every connected system is proven reading or writing as its row says it does. A named approver of yours releases at least one real item, and that release is visible in the audit trail. And the audit trail is live, exportable by you, and verified against a real record. Criteria specific to your business are written in beside those four, at scoping, by you.

After the demonstration you have a written window, set in your Statement of Work, to accept in writing or to state in writing what was not demonstrated. The last milestone falls due here and nowhere else, which is the reason it sits here. The license fee starts here. The twelve months start here.

What closes it

A go live record, and the final milestone invoice.

What we need from you

Your named approver releasing real work through the gate, on your live surface. Acceptance is not a signature on a form. It is your person saying yes to a real piece and that yes landing in the record.

08Handover

What you hold on the day after go live.

The instance, with a perpetual license to operate it for your own internal business use. Your configuration. Everything the engine generated for you. Your analytics. Your accounts and credentials, with one exception named in the same breath: the stored copy of a connected login is encrypted with a key we hold, so on the day you leave that one thing needs us to hand it over. Your audit records, readable by you. Your approvers trained on the queue, the gate and the record, and written operating notes for the people who run it.

That arrives as one pack, and here is what is in it. The signed acceptance record. A map of what exists, what talks to what, and what is deliberately absent, in your vocabulary rather than ours. An operating runbook, one page per role: day one, and then the running of it. A register of who holds every account, where the data lives, and who can grant and revoke. A plain language account of how we proved the data is yours, and how that was tested. And an honest gaps register: what is not built, why, and what it would take, each item dated and countersigned by you, because a gap you have signed is a scope decision and the same gap unsigned is a future complaint.

Social posting is the second exception, and it belongs here as much as on the pricing page: it runs through a posting vendor we hold the relationship with, under a profile that is yours inside our account. We say it here because you would find it later and be right to ask why we had not.

What closes it

You hold the list above, and you can check it against the pricing page's exit section, which says the same thing.

What we need from you

Nothing new. The people we trained are the people who run it.

09Running it

Each time it runs, the work is drafted and waiting.

From go live, the engagement is the license fee and the running. Each time it runs, it prepares, drafts and queues across your connected systems. Your named person reads the queue and says yes. Each release lands in the record. Nothing on it reaches a customer, moves money, or changes a price until your person says so. The monthly generation envelope is fixed on the Order Form before you sign, and the infrastructure and model cost sits inside it. There are no overage invoices. Every generalized improvement to the engine lands in your instance while you license it.

There is no rebuild fee, ever. If you leave, the pricing page's exit section is the list of what you keep. It is the same list as stage 08.

What closes it

It does not close. That is the point of it. What you keep is stated above.

What we need from you

A named person who opens the queue and says yes on most working days. Not a committee, and not someone without the authority to release. And a word when your volume changes, because volume above the envelope is rescoped in writing.

10Start

Which of these has actually been run.

Two engagements are underway. Neither has reached stage 07. Both began before this page was written, and neither has run through it as written: no Order Form has been issued to anyone, no Build and Operate Agreement and no Statement of Work has been signed by anyone, and the documents stages 03 to 05 name exist in draft. A first conversation has happened for both, and work has begun on both. Everything else on this page is the process as it is written, which we will honour and have not yet performed for anyone. We would rather you read that sentence here than infer it. The first conversation is free, and it is where you find out which stage you are standing at.