Step 1: Workflow Review.
We map current processes, pain points, forms, approvals and reporting needs before anyone opens a software conversation. What an agency actually does rarely matches what the old documentation claims.
Step 2: Data Assessment.
Existing records get reviewed for accuracy, duplication and migration requirements. Decades of data usually carry decades of inconsistency.
Step 3: System Configuration.
Workflows, forms, fees, permissions and portals get configured around agency requirements rather than the reverse.
Step 4: Testing and Training.
Staff test the configured system against real scenarios and learn how daily work changes. Change management belongs here rather than after launch.
Step 5: Launch and Improvement.
The system goes live, and refinement continues as programs and requirements change.