Discovery
Understand your practice, workflows, systems, goals and operational challenges.
OUR PROCESS
A structured path from first conversation to ongoing review.
A clear onboarding process helps both sides understand expectations, responsibilities and how work will be evaluated.
Scope and readiness
Confirm service requirements, capacity fit, access needs, security considerations and responsibilities.
Agreement and setup
Document scope, service levels, communication, escalation, reporting and applicable agreements.
Transition and delivery
Coordinate training, workflow documentation, approved system access and a controlled service start.
Review and improve
Review agreed measures, open issues and feedback; adjust priorities through regular governance.