Process
Structured, asynchronous, and finished on purpose.
The engagement is designed around focused asynchronous work and clearly scheduled interactions — one discovery session, one consolidated review, one revision round. That structure is what makes fixed scope honest.
- 01
Fit & data-readiness questionnaire
Async. Establishes whether your questions and data are a fit before anyone books a meeting.
- 02
One discovery session
The single scheduled working session: your financial questions, your systems, your constraints.
- 03
Data collection & mapping
Async. Exports from billing, accounting, and payroll are mapped into the data model.
- 04
Financial model build
The calculation core: metrics, reconciliations, forecasts, scenarios.
- 05
Dashboard build
The modules your questions require, built on the validated model.
- 06
One consolidated review
You review the complete system and provide feedback in one consolidated round.
- 07
One revision round
Agreed revisions are implemented — once, completely.
- 08
Validation
Automated checks: reconciliations, identities, formula verification. You receive the results.
- 09
Documentation
Metric dictionary, data dictionary, assumptions register, and system documentation.
- 10
Recorded walkthrough
A recorded training walkthrough you can rewatch and share internally.
- 11
Handoff
Credentials, code, documentation — the system is yours.
- 12
Limited correction period
A defined window for defect corrections (not new scope).
- 13
Engagement concludes
A defined ending. Future work is a new, separately scoped engagement.
Boundaries
What is deliberately outside scope
These boundaries protect the quality of the work and the sustainability of the service. They are not fine print; they are the design.