Five phases. Every time.
Every engagement follows the same operating model. Predictable, repeatable, and built to scale.
Learn
Discovery, stakeholder interviews, current-state audit, roadmap. Before we touch anything, we figure out how your team works and what's broken.
- Cross-Functional InterviewsLegal, sales, procurement, finance — anyone in the contract path
- Workflow & Tooling AuditCurrent state, fully mapped
- RoadmapPrioritized work plan with effort and impact
Build
Where the bulk of the work happens. Configuration, playbooks, templates, prompts, docs, workflows — everything gets built against the roadmap from Learn.
- Hands-On ConfigurationCLM platforms, AI tools, integrations
- Playbook & Template AuthoringYour positions, codified
- DocumentationRunbooks your team will reference
UAT
Structured user-acceptance testing with real stakeholders running real workflows. Issues get tracked, triaged, and resolved before launch.
- Structured TestingTest scripts, real users, real contracts
- Issue Triage & ResolutionBugs squashed, friction removed
- Pre-Launch Sign-OffStakeholder go/no-go
Launch
Training, rollout, communications, admin handoff. Launch is a phase, not a day: training, phased rollout, and admin handoff.
- Org-Wide TrainingLive sessions + recorded runbooks
- Phased RolloutPilot teams first, then expand
- Admin HandoffYour team owns it after this
Improve
What the audit data says vs. what you hoped. Adoption review, reporting, feedback synthesis, next-phase backlog.
- Adoption AnalyticsWho's using it, who isn't, why
- Feedback SynthesisPatterns, surprises, blockers
- BacklogNext-phase work, prioritized
Why the same five phases every time.
Repeatable
Every engagement uses the same model. New team members ramp fast. Quality stays consistent.
Predictable
You know what phase you're in, what's coming next, and how to measure progress. No surprise scope changes.
Less Wasted Time
We're running the same playbook we've run before, so setup time is short and the work starts fast.