How we work

From first call to ongoing partnership.

A four-phase engagement pattern that adapts to new builds, modernization, AI integration, retainers, and government RFP delivery. The same team across every phase. Documented, predictable, and built to last past launch.

Same team start to finishDocumented decision logsDefault to multi-year

The four phases

Discovery, build, cutover, operate.

Every engagement runs through the same four phases. The depth of each phase varies by engagement type, but the structure is consistent so you always know what comes next, who is responsible, and what gets delivered at the end of each phase.

  1. 2 – 4 weeks

    Discovery and scope.

    Before we sign anything substantial, we map the actual work. Stakeholder interviews, technical review of the existing stack (or whiteboarding the new one), risk identification, and a written scope with milestones, exit criteria, and a budget bracket you can take to procurement.

    What we produce

    • Written scope document with exit criteria
    • Risk register and mitigation plan
    • Architecture sketch or migration plan
    • Milestone calendar with payment schedule
    • Named team roster for the engagement

    What we ask of you

    • Access to your current stack and documentation
    • Time with the people who actually use the system
    • One designated decision-maker on your side
    • Existing analytics or metrics if available
  2. 3 – 12 months typical

    Build and iterate.

    Two-week sprints with a working demo at the end of each. The senior person on your kickoff call is the senior person on every sprint review. We do not bring in a different team to build what we sold. Code reviewed by a second set of eyes before merge, accessibility checked against WCAG 2.2 AA + Section 508 by default.

    What we produce

    • Working demo at the end of every sprint
    • Code in your repository, not ours
    • Decision log for every architectural choice
    • Accessibility test reports per release
    • Sprint notes with what shipped, what slipped, why

    What we ask of you

    • One hour of feedback per sprint review
    • Sign-off on acceptance criteria you helped write
    • Honest signal when scope drifts (it always does)
    • Access to subject-matter experts when we hit edge cases
  3. 2 – 6 weeks

    Cutover and stabilization.

    The riskiest part. We run the new system in parallel with the old one for as long as your business needs. Documented rollback path. On-call coverage during the cutover window. We do not declare victory and disappear. Stabilization continues for two to six weeks past go-live until daily incident rate trends to zero.

    What we produce

    • Cutover runbook with named owners per step
    • Documented rollback plan (tested, not theoretical)
    • On-call rotation for the cutover window
    • Daily incident report through stabilization
    • Final architecture document for your team

    What we ask of you

    • Designated cutover commander on your side
    • Communication plan for affected users
    • Pause on non-cutover changes during the window
    • Honest reporting on what is breaking in production
  4. Multi-year typical

    Operate and evolve.

    Most clients move into a retainer relationship after launch. The same team that built the system runs it, adds features, and handles incidents. Quarterly review of priorities, monthly check-ins, on-call coverage with documented response times. The default is multi-year because that is what produces the lowest total cost of ownership.

    What we produce

    • Monthly delivery report with burn-down and roadmap
    • Quarterly business review with stakeholders
    • On-call response within documented SLAs
    • Continuous accessibility and security monitoring
    • Annual architecture review and modernization roadmap

    What we ask of you

    • Monthly hour for priority review
    • Quarterly stakeholder time for the business review
    • Honest signal when priorities shift
    • Long-term thinking, not quarter-to-quarter optimization

Engagement-type variations

The pattern adapts to what you are trying to do.

The four phases stay the same. The depth and emphasis shift based on the kind of work. Six common engagement shapes appear below, each adjusting which phase carries the heaviest weight and which compliance gates apply.

New build from scratch

Greenfield product or platform.

Heaviest in Discovery (2–4 weeks). We invest early to map the user, the data model, and the business rules before writing code. Build phase is longer (6–12 months typical). Cutover is lighter because there is no legacy to migrate.

Discovery weight: heavyCutover weight: light

Inherited or existing system

Take over an in-flight project.

Discovery focuses on code review, test coverage assessment, and risk identification before committing to any forward roadmap. We will tell you straight if the existing build is salvageable, needs heavy intervention, or should be replaced.

Discovery weight: diagnosticBuild weight: stabilize first

Modernization or migration

Drupal 7, Magento 1, classic ASP, legacy PHP.

Cutover is the heaviest phase. Parallel-run windows can stretch to months for high-traffic systems. We prioritize zero-downtime cutover and bidirectional data sync during the parallel window. Calculator for budget bracket.

Cutover weight: very heavyRisk profile: data integrity

AI integration

Chatbots, AI search, content generation.

Discovery includes a knowledge base audit (depth, freshness, structure) because it sets the deflection ceiling. Build includes prompt engineering, evaluation harnesses, and human-review workflows. Operate phase has heavier ongoing tuning. ROI calculator.

Discovery weight: KB auditOperate weight: ongoing tuning

Ongoing retainer

Continuous engineering for an existing system.

Skips Discovery and Cutover entirely. Sprint-based delivery with a quarterly priority review. Same team continuity rules apply. Most retainers run $50K to $200K annually depending on team size and on-call coverage.

Phases skipped: Discovery, CutoverCadence: 2-week sprints

Government RFP delivery

SLED, federal, civic procurement.

Adds compliance gates inside each phase: WCAG 2.2 AA + Section 508 conformance audits, FERPA or HIPAA review where applicable, and a designated MPO point of contact (Manish Mittal). Documentation is heavier and audit-ready by default. Capability statement.

Compliance weight: heavyDocumentation: audit-ready

How we collaborate

Communication, decisions, accountability.

Engagements fail more often from communication breakdown than from technical surprise. The protocols below are non-negotiable defaults. If your organization needs different cadences (security cleared environments, regulated industries), we adapt without losing the underlying accountability model.

  • Daily: Standing async update in your team's preferred channel (Slack, Teams, email digest). Three lines: what shipped, what is blocked, what is next.
  • Weekly: 30-minute working session with your designated decision-maker. Live demo of in-flight work, decisions surfaced for sign-off, blockers escalated.
  • Bi-weekly: Sprint review and planning. Open to anyone on your side who wants to attend. Recordings available for those who cannot.
  • Monthly: Written delivery report covering hours burned, scope changes, risk register updates, and the next month's plan. Goes to whoever holds the budget.
  • Quarterly: Business review with stakeholders. Strategic priority alignment, roadmap revision, retainer scope adjustment.

Decision rights are written down. Every engagement starts with a one-page RACI: who is responsible, accountable, consulted, and informed for each major decision type. Architecture decisions, scope changes, security exceptions, accessibility waivers all have named owners.

Escalation paths are written down. When something needs to go above your day-to-day contact, the written path tells you who to reach and how fast they will respond. Defaults: production incidents within 1 business hour, scope conflicts within 1 business day, contract questions within 2 business days.

Why our clients stay

The retainer is the point. Not the project.

Most agencies treat the build as the deliverable and the relationship as a side effect. We treat it the other way around. The build is the entry point. The years of operate-and-evolve work that follow are where the partnership actually pays off, for you and for us.

12+ years

Longest active engagement

Healthcare directory client since 2014. Same team, multiple platform refreshes, continuous engineering across 12+ years. Reference call available during procurement.

5+ years

Average tenure across anchor clients

Our six anchor engagements span education, nonprofit, healthcare, real estate, e-commerce, and manufacturing. Each has been with us five years or longer.

100%

Senior team continuity

The senior person who signs your kickoff is still on the engagement at year five. We staff for tenure, not for utilization optimization.

Ready to see how this looks for your engagement?

A 60-minute scoping call covers the discovery questions, names the team that would deliver, and produces a written scope you can take to procurement.

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