Kickoff
Confirm goals, first workflow, stakeholders, success metric, and communication path.
A professional client onboarding path from kickoff through access checklist, workflow discovery, build sprint, testing, launch, and optimization.
Confirm goals, first workflow, stakeholders, success metric, and communication path.
Collect only the accounts and permissions needed for the scoped implementation.
Prototype, test, connect, and polish the highest-leverage automation first.
Verify form, API, alerts, dashboard, mobile, security, and live domain behavior.