- 01
Discovery
We interview your support, sales and operations teams and a few customers or partners to find the requests worth automating.
You receive Prioritized feature list
- 02
Integration and security design
We map the data the portal needs from each system and design sign-in, roles and data separation.
You receive Architecture and access model
- 03
UX and prototype
Clickable screens for the main journeys, tested with real users before build.
You receive Tested prototype
- 04
Build in releases
We ship the portal in short iterations, starting with the highest-value journeys.
You receive Working portal on staging
- 05
Pilot and rollout
A pilot group uses the portal first, then we roll out to all accounts with onboarding emails and guides.
You receive Live portal and rollout plan
- 06
Support and improvement
We monitor usage and errors, and add features based on what users ask for.
You receive Support plan and roadmap