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Services Offered

This page details each service we provide, including scope, responsibilities, and limitations.

Engagement Lifecycle​

Consulting & Advisory​

Requirements and Process Analysis​

Description: We work with clients to understand their business processes, identify pain points, and define clear requirements for system selection and implementation.

Intended outcomes:

  • Documented business requirements
  • Process maps and workflows
  • Gap analysis between current and desired state
  • Prioritized requirements list

Our responsibilities:

  • Facilitate discovery sessions
  • Document findings clearly
  • Identify gaps and risks
  • Provide objective analysis

Client responsibilities:

  • Provide access to stakeholders
  • Commit time from subject matter experts
  • Make decisions when required
  • Validate our understanding

Exclusions:

  • We do not make business decisions for clients
  • We do not guarantee specific outcomes from process changes
  • We do not implement process changes outside system scope

Platform Selection and Evaluation​

Description: We help clients evaluate and select appropriate open-source platforms based on their requirements, constraints, and context.

Intended outcomes:

  • Objective platform comparison
  • Recommendation with rationale
  • Understanding of trade-offs
  • Risk assessment for each option

Our responsibilities:

  • Research and evaluate platforms objectively
  • Present findings without vendor bias
  • Explain trade-offs clearly
  • Provide honest recommendations

Client responsibilities:

  • Define evaluation criteria and priorities
  • Provide necessary context about constraints
  • Make final selection decision
  • Accept trade-offs of chosen platform

Exclusions:

  • We do not guarantee platform behavior
  • We do not have special relationships with vendors
  • We do not sell or license software

Architecture and Integration Design​

Description: We design system architectures and integration patterns that are maintainable, upgrade-safe, and aligned with client capabilities.

Intended outcomes:

  • Architecture documentation
  • Integration specifications
  • Data flow diagrams
  • Technical implementation guidance

Our responsibilities:

  • Design for sustainability and maintainability
  • Consider client's technical capabilities
  • Document thoroughly
  • Identify risks and dependencies

Client responsibilities:

  • Provide accurate information about existing systems
  • Commit technical resources for review
  • Make infrastructure decisions
  • Accept responsibility for implementation

Exclusions:

  • Architecture does not include implementation
  • We do not design proprietary integrations
  • We do not guarantee third-party system behavior

Implementation Guidance​

Configuration and Implementation Guidance​

Description: We guide clients through platform configuration and implementation, ensuring best practices are followed and knowledge is transferred.

Intended outcomes:

  • Properly configured platform
  • Documentation of configuration decisions
  • Trained implementation team
  • Sustainable implementation patterns

Our responsibilities:

  • Provide expert guidance on configuration
  • Recommend best practices
  • Review work and provide feedback
  • Transfer knowledge throughout

Client responsibilities:

  • Execute configuration (with our guidance)
  • Provide implementation resources
  • Operate systems after implementation
  • Maintain documentation

Exclusions:

  • We do not operate systems post-implementation
  • We do not guarantee outcomes from client-executed work
  • We do not provide ongoing maintenance

Code and Implementation Reviews​

Description: We review implementations, configurations, and customizations for quality, maintainability, and adherence to best practices.

Intended outcomes:

  • Identified issues and risks
  • Specific improvement recommendations
  • Assessment of upgrade safety
  • Quality validation

Our responsibilities:

  • Thorough, objective review
  • Clear documentation of findings
  • Prioritized recommendations
  • Explanation of rationale

Client responsibilities:

  • Provide access to code and configurations
  • Address findings appropriately
  • Make decisions about recommendations

Exclusions:

  • Review does not include fixing issues
  • We do not guarantee issue-free systems
  • We do not certify or warrant implementations

Upgrade Readiness and Maintainability Audits​

Description: We assess systems for upgrade readiness and long-term maintainability, identifying risks and recommending remediation.

Intended outcomes:

  • Upgrade risk assessment
  • Maintainability evaluation
  • Remediation roadmap
  • Prioritized action items

Our responsibilities:

  • Systematic evaluation
  • Clear documentation of findings
  • Practical recommendations
  • Risk prioritization

Client responsibilities:

  • Provide system access
  • Provide history of modifications
  • Execute remediation
  • Maintain improvements

Exclusions:

  • Audit does not include remediation work
  • We do not guarantee successful upgrades
  • We do not maintain systems ongoing

Enablement & Training​

Admin and User Training​

Description: We train client teams to operate, administer, and use their systems effectively.

Intended outcomes:

  • Capable system administrators
  • Competent end users
  • Reduced dependency on external support
  • Documented procedures

Our responsibilities:

  • Develop training materials
  • Deliver training sessions
  • Answer questions during training
  • Provide reference documentation

Client responsibilities:

  • Identify training participants
  • Allocate time for training
  • Practice and reinforce learning
  • Maintain training materials

Exclusions:

  • Training is not ongoing support
  • We do not guarantee user adoption
  • We do not replace HR or change management

Developer and Integrator Guidance​

Description: We train and guide technical teams on extending and integrating platforms safely and sustainably.

Intended outcomes:

  • Capable development team
  • Understanding of platform internals
  • Safe customization patterns
  • Integration best practices

Our responsibilities:

  • Technical knowledge transfer
  • Pattern and practice guidance
  • Code review and feedback
  • Reference documentation

Client responsibilities:

  • Provide qualified technical resources
  • Commit to learning investment
  • Apply guidance to work
  • Maintain technical capability

Exclusions:

  • We do not develop on behalf of clients
  • We do not provide ongoing development support
  • We do not guarantee third-party integrations