What working with us actually looks like.
Most software vendors will tell you their pricing and their feature list. We will tell you what your week looks like — the meetings, the artifacts, the response times, and the commitments we put in writing — so the engagement is a known shape from day one.
Five phases, fifteen weeks, one accountable team.
Every engagement, regardless of vertical, runs through the same five phases. The work inside each phase changes; the cadence and the artifacts do not.
- 01WHAT YOU WALK AWAY WITH
- Written diagnosis of your current systems — what is working, what is fighting you, what is silently leaking time or money.
- A recommended path forward, including a fixed scope and price for the build phase.
- Honest read on whether an off-the-shelf tool is the better fit — if so, we tell you which one and step aside.
- A redacted reference call with a current customer in your vertical, on request.
CADENCEDaily working sessions on-site or remote, depending on the engagement shape.
- 02WHAT YOU WALK AWAY WITH
- Workflows, data models, and interface design reviewed in live working sessions — not a slide deck.
- A click-through prototype of the critical paths, on your own data.
- Sign-off checkpoint before any production code is written. Anything that does not get signed off gets cut from scope.
- An updated build estimate if discovery surfaced anything that changes the original scope.
CADENCETwo design reviews per week. Async loom walkthroughs in between. Decisions captured in a shared design doc you can audit.
- 03WHAT YOU WALK AWAY WITH
- A working demo every Friday, against the fixed scope — real software, not screenshots, against real data.
- A staging environment you can use end-to-end from week 7 forward.
- Migration of your existing data (CSV / SQL export / vendor API — whichever is cleanest) into the new system on a copy of your live workload.
- Documentation that lives alongside the code, not in a separate Confluence that rots.
CADENCEFriday demo (45 min). Async written status update every Monday. Slack or Teams channel with same-day response on weekdays.
- 04WHAT YOU WALK AWAY WITH
- A written runbook covering cutover steps, rollback procedure, and the first 30 days of monitoring.
- On-site or on-call presence the day of cutover, depending on what your operation requires.
- Training session with your team on the new workflows — recorded, owned by you.
- A 30-day hyper-care window where bug fixes and last-mile changes are part of the engagement, not an extra.
CADENCEDaily check-ins for the first week post-launch. Weekly thereafter.
- 05WHAT YOU WALK AWAY WITH
- Hosting, monitoring, patching, and SSL — all on hardened AWS, all under one transparent retainer.
- Same-day minor content edits included in the retainer (typo fixes, copy changes, small layout adjustments).
- Quarterly system review — what is the data telling us, what should we ship next.
- No vendor lock-in. You can walk away on 30 days notice and we hand over infrastructure, credentials, runbook, and 8 hours of transition support.
CADENCEMonthly retrospective. Weekly office hours. Same response SLAs as during the build.
What we commit to in writing.
These are the times we commit to in the support retainer. They apply during the build phase and continue identically into ongoing support.
The weekly status update you get every Monday.
Written. Async. Same format every week. You can read it in 90 seconds and know exactly where we are.
Shipped this week
- Borrower application intake live in staging, wired to the existing CRM contacts table.
- Credit-memo PDF generator with the four templates we walked through last Friday.
- Branch-level role permissions — 12 of 14 branches migrated; the remaining two are awaiting your sign-off on the workflow.
Demo focus this Friday
End-to-end origination flow on a real test loan, including the credit-memo step and a draw schedule. We will record it so anyone who cannot attend can catch up before Monday.
Decisions needed from you this week
- → Confirmation of the two pending branches (Brunswick and Saint Marys) so the role permissions can finish.
- → Sign-off on the draw-schedule workflow walked through last Friday — any changes we should fold in before next week.
Burn-down
Six things we put in writing on every engagement.
These are in the master services agreement before anyone signs anything. Not a sales page promise — a contractual one.
A real person answers.
Every retainer client has a direct line to the engineer who built the system — not a ticketing queue, not a tier-one rep, not a chatbot.
You own the artifacts.
Code, infrastructure, data, documentation, design files — yours from day one. If we ever part ways, we hand over the keys and you keep operating.
Fixed scopes, line-item pricing.
Every engagement starts with a fixed scope and a transparent line-item quote. Change orders are written, priced separately, and approved before work starts — never a surprise on the next invoice.
Month-to-month retainers.
No annual lock-in. If the work stops fitting, you can pause or end the retainer on 30 days notice. Transition support is part of the agreement, not an extra.
Honest when we are not the answer.
If an off-the-shelf vendor is the better fit, we will say so on the first call — and help you evaluate them. Custom-built is a last resort, not a default.
Single-tenant by default.
Your data lives in a database you can point to, in an AWS account you can audit. No shared multi-tenant Postgres. No "trust us, the row-level security works."
The first call is the engagement starting.
No slides, no pitch, no "let me get our sales engineer on the line." Thirty minutes with the team that will actually build your system, and an honest read on whether the work is a fit.
- Fixed scopes with line-item pricing — no surprises on the next invoice.
- 30-day hyper-care included at launch.
- Month-to-month support retainers — pause or end on 30 days notice.
- Same engineer, same phone number, from kickoff through renewal.