While each business is unique, we tend to follow a six step process when engaging a client. This allows us to ensure that we have an accurate understanding of the business needs, goals, budget and timeline.
1. Business Needs
Engagements kick off with an on-premise assessment of: operational, financial, technological and procurement needs of the business.
The implementation stage will be tacked in a phased approach, ranging from solution set-up & customization to development of accompanying S.O.P’s alongside training to ensure long-term retention of solution benefit.
Upon completion of the assessment, clients can expect a presentation of findings alongside analysis and recommendations based on analyses.
Following the implementation of a solution, as an advising firm Rooted doesn’t just disappear, we will be on-premise during the stage following implementation to review, adjust and improve the solution; ensuring a customized successful implementation.
If the project includes a technology component, this stage is where the historical business data will be prepared for migration to your chosen solution.
Many businesses find that they don’t have an immediate need to scale their workforce once they realize operational and technological efficiencies. In these instances, Rooted offers the on-going services of the same individuals that implemented the solution until your business benefits from the added payroll expense.