The Discovery Process
Before we recommend anything, we listen. Discovery is where we learn about your current setup, business goals, and any pain points that keep you up at night—whether that’s recurring outages, poor support, security gaps, or unclear costs. Our Discovery covers:
- Your current IT infrastructure (on-prem, cloud, hybrid)
- Pain points with current provider or internal IT team
- Cybersecurity posture and concerns
Business priorities (growth, compliance, cost control)
- Key tools, apps, and integrations you rely on
We’ll also identify where quick wins exist and what might need deeper evaluation.
Roadmap & Planning
Once we understand your needs, we build a custom technology roadmap—no cookie-cutter plans here. It’s designed around your business priorities and risk tolerance, with clearly defined milestones. A roadmap includes:
- IT goals aligned with business objectives
- Priority list of fixes, upgrades, and new solutions
- Timeline and ownership for each initiative
- Budget forecasting and ROI considerations
- (Optional) Co-managed support vs. fully managed
This plan acts as your north star — a shared blueprint we reference during implementation.
Implementation & Launch
This is where strategy becomes reality. Our team works in lockstep with yours to implement changes with minimal disruption. Whether it’s deploying new infrastructure, migrating to the cloud, or tightening security, we manage every step. During implementation, we:
- Set up staging environments for testing (if needed)
- Assign a dedicated project manager
- Communicate proactively (no black hole support)
- Train your team if changes impact workflow
- Document everything for handoff and continuity
We believe launch isn’t a finish line—it’s a handshake that says “we’ve got your back.”
Optimize. Improve. Repeat.
Once systems are live, we monitor performance, refine processes, and make strategic improvements. IT isn’t set-it-and-forget-it—and neither are we. This includes:
- Regular health checks and usage reviews
- Reporting on uptime, performance, and support metrics
- Quarterly business reviews (QBRs) to revisit goals
- Suggestions for automation, cost savings, or upgrades
- Roadmap adjustments as your business evolves
The result? A long-term partnership that adapts with you.
