Our Process
Our process is to work with you closely and iteratively. We plan to share early drafts of materials to ensure we are on the right path forward for your project. Asynchronous or video consultations are common throughout the project to ensure we are on the same page and are making progress at the desired pace.
We are a full-service data consulting firm that adapts to your timelines and preferred level of involvement. From the initial consultation to final delivery, we prioritize understanding your needs and maintaining clear communication every step of the way to ensure a successful outcome.
Initial Consultation
The initial consultation is an opportunity for us to meet virtually to talk about the project, your needs, and determine if there is a good fit. We ask questions about your data project to ascertain the following information about your project:
- Goals
- Timeline
- Deliverables
- Budget
This initial consultation will give us enough information to provide an estimate for the cost and scope of work for you to consider. These consultations are typically 30 to 60 minutes depending on the project.
Estimate and Scope
A formal estimate of cost and scope will be delivered for you to review. When you decide to accept the scope and cost, an initial payment would be delivered and work can begin. Payment plan and an estimated length of the project will be included in the estimate and scope.
Project Start
The project begins with a 30 to 60 minute kickoff meeting to establish the best process for moving forward. This conversation will include how best to get access to the data for the project and any further discussion of project deliverables.
Project Maintenance
Depending on the scope of the project, the maintenance period may contain a handful of meeting or asynchronous email conversations to keep the project moving and align expectations or questions. The length of the project will impact what this stage looks like. Any additions or adjustments to the project scope after the initial signed scope can be considered in this stage for an amended scope and cost agreement.
We will agree on timelines during the kickoff meeting. Timely communication and data availability from both sides help keep the project on schedule. If timelines shift, we’ll work together to adjust scope and deadlines as needed. Delays caused by late data delivery or feedback from the client may extend the project timeline.
Project Deliverables
After final payment, final project deliverables will be delivered. Final deliverables may include code, reports, visualizations, or other agreed-upon assets, delivered in the formats discussed during the kickoff meeting. Where applicable, we also provide documentation and usage instructions to ensure a smooth handoff.
This would conclude the current project. We hope you will consider us for future data projects!
Post Delivery Maintenance
We are happy to provide post-delivery support, whether that’s a one-time handoff session or an ongoing maintenance agreement, which can be scoped separately.
Payment Structure
Our typical payment structure is 30% upfront, 40% at a mid-project milestone, and 30% upon completion, before final delivery. Payment terms can be customized based on the project.
Project Cancellations
We realize that changes in direction or budgets can happen. In the event of project cancellation, any completed work up to that point will be delivered. Payments are non-refundable for completed milestones, and remaining work will be prorated based on hours worked or progress achieved.
Data Security
We take data security seriously. Prior to data transfer, we can sign a mutual NDA, and we use secure, encrypted methods for storing and sharing your data.
Let’s Work Together!
Our goal is to build long-term relationships with our clients by delivering high-quality work and reliable service. We look forward to supporting your data needs now and in the future.