Process

How an engagement runs

A clear sequence for transaction flow reporting—so you know what happens before fees are finalized and after the first pack lands.

Facilitator and participants reviewing a wall of notes
  1. Inquiry and scope sketch

    You describe the applications, the flows that matter, and the decisions the reports must support. We reply within two business days with questions and a rough fee band.

  2. Written estimate

    We confirm inclusions, exclusions, cadence, and workshop format. Work starts after written acceptance—no online checkout.

  3. Mapping and definition

    Workshops and document reviews produce the event inventory, flow diagrams, and exception notes. Disputed names go to a glossary before charts are finalized.

  4. First reporting cycles

    The pack runs for agreed cycles while we adjust definitions against what the floor actually sees. Mild mismatches are expected early; silence about them is not.

  5. Handoff or retainer

    You receive the refresh guide and a live walkthrough. Production can stop, continue in-house, or continue under a cadence retainer.

Ready to start?

Share the flows you want covered and we will prepare an estimate.

Request an estimate Flagship details