// HOW WE OPERATE

The delivery model, phase by phase.

Six defined phases from discovery through to ongoing optimization. Documented workflows and supervision keep responsibilities clear, and progress reports and exception logs support timely decisions.

01
PHASE 01

Discovery

We establish the scope, the volumes involved and the measures that will define success. No proposal is written before the operational picture is clear.

WHAT THIS COVERS
Scope, volumes and success measures
02
PHASE 02

Process mapping

We document the procedures, the controls that apply and who is responsible for what, so the work can be run consistently rather than improvised.

WHAT THIS COVERS
Procedures, controls and responsibilities
03
PHASE 03

Pilot & transition

A bounded piece of work with training and sample output, reviewed against agreed acceptance criteria before the full scope moves across.

WHAT THIS COVERS
Training, sample work and acceptance
04
PHASE 04

Managed delivery

An assigned team runs the agreed scope under supervision, with quality checks built into the routine rather than bolted on afterwards.

WHAT THIS COVERS
Assigned team, supervision and quality checks
05
PHASE 05

Performance review

Reporting against the agreed KPIs and service levels, with exceptions logged, escalated and resolved rather than left to age.

WHAT THIS COVERS
KPI/SLA reporting and exception resolution
06
PHASE 06

Optimization

Recurring review of the workflow and the capacity assigned to it, feeding improvements back into the documented process.

WHAT THIS COVERS
Workflow improvements and capacity review

Technology, security & process controls

CTL.01

Client systems

Microsoft and Google productivity tools, Excel, CRM platforms, QuickBooks and client-specific applications.

CTL.02

Access & confidentiality

NDAs before access, least-privilege permissions, multi-factor authentication where the client platform supports it, and secure file handling with VPN procedures where the engagement requires them.

CTL.03

Workflow controls

Agreed permissions and approval limits, maintained activity records, reviewed exceptions and defined escalation paths.

// TOOLS & INTEGRATION

We work in the systems you already use.

MICROSOFT 365
GOOGLE WORKSPACE
EXCEL · CRM · QUICKBOOKS

Process FAQ

How long does transition actually take?
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What happens if an assigned professional isn’t the right fit?
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Can capacity change later?
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How do you handle security and confidentiality?
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Ready to start with discovery?

In a 45-minute discovery call with our operations lead, we can establish the likely scope, the operating model that fits it and the next steps.

Start with Discovery ➞