How We Work

A focused conversation to understand your situation, objectives, and constraints. We discuss the decision you're facing and determine if our advisory approach is appropriate.

What Happens:

• You describe your situation and the decision you need to make
• We ask clarifying questions about business context and technical environment
• We discuss constraints: budget, timeline, regulatory requirements
• We provide initial observations and assess engagement fit

Outcome:

• Mutual understanding of the decision scope
• Initial assessment of complexity and approach
• Decision on whether to proceed with formal engagement

No commitment required. This session helps both parties determine fit.

Based on the Decision Session, we prepare a formal proposal with clearly defined scope, deliverables, timeline, and pricing.

What We Define:

• Specific questions to be answered
• Information we'll need from your organization
• Deliverables you'll receive
• Timeline and milestones
• Fixed fee with payment terms

Outcome:

• Detailed proposal document
• Consulting Services Agreement (if accepted)
• Clear expectations for both parties

All engagements are fixed-scope and fixed-fee. No hourly billing surprises.

We collect the information needed to analyze your situation thoroughly. This includes documentation review, stakeholder interviews, and technical assessment.

Activities:

• Review existing documentation (architecture, contracts, policies)
• Conduct stakeholder interviews (typically 4-8 sessions)
• Assess current technical environment (as applicable)
• Review regulatory and compliance requirements
• Gather market and vendor information

What We Need From You:

• Access to relevant documentation
• Availability of key stakeholders for interviews
• Technical environment access (read-only, as needed)
• Timely responses to clarification requests

Your responsiveness directly affects timeline. We maintain a shared tracker.

We develop 2-3 viable approaches that address your requirements. Each option is designed to be realistic and implementable, with different trade-off profiles.

For Each Option, We Define:

• Approach description and rationale
• Key components and vendors (if applicable)
• Cost estimate range
• Timeline estimate
• Key risks and mitigation strategies
• Prerequisites and dependencies

Why Multiple Options:

• Rarely is there one "right" answer
• Different organizations have different priorities
• Options enable informed trade-off decisions
• Transparency builds trust

We don't sell solutions. Options are based solely on your requirements.

We analyze each option against your specific criteria and provide a clear recommendation with documented rationale.

Analysis Includes:

• Side-by-side comparison matrix
• Cost-benefit analysis for each option
• Risk assessment and mitigation approaches
• Alignment with stated business objectives
• Compliance and regulatory considerations
• Implementation complexity assessment

Our Recommendation:

• Primary recommended option with clear rationale
• Conditions under which alternatives may be preferable
• Key assumptions underlying the recommendation
• Questions only you can answer

You make the final decision. We provide analysis; you decide.

We present findings to your leadership team, answer questions, and hand over all deliverables. After this, the engagement concludes.

Presentation Includes:

• Executive summary of findings
• Detailed walkthrough of options and recommendation
• Q&A session with stakeholders
• Discussion of implementation considerations

Deliverables You Receive:

• Decision Summary Document (PDF)
• Options Comparison Matrix
• Requirements Documentation
• Vendor Evaluation Framework (if applicable)
• Implementation Guidance
• Presentation slides

All deliverables are yours to keep. No ongoing dependency.