Our Process

How we work with you

Not just software delivery — a structured collaboration process designed around construction project realities.

You're engaging a technical team, not buying a licence

Every engagement starts with understanding your specific projects, workflows, and compliance requirements. We configure, maintain, and evolve the platform alongside your projects — so you can focus on delivering.

Engagement Timeline

What happens at each stage of our collaboration

Week 1–2

Discovery & Analysis

We audit your current document management, map your ISO 19650 gaps, review your project pipeline, and define the configuration scope.

Current state assessment report
ISO 19650 gap analysis
Implementation roadmap
Week 2–4

Configuration & Setup

We configure the CDE for your first project: workflow states, naming convention, roles matrix, notification rules, and document templates.

Fully configured CDE environment
Custom naming convention
Roles matrix with permissions
Week 3–4

Training & Go-Live

Dedicated training sessions for administrators and end users. We migrate existing documents, validate the setup with your team, and go live.

Admin and user training sessions
Document migration
Go-live support
Month 2+

Ongoing Retainer

Monthly configuration reviews, new project onboarding, compliance report generation, and priority support. The platform evolves with your projects.

Monthly configuration review
New project setup as needed
Compliance reports on demand

What a typical retainer month looks like

Real activities, not vague promises

Configuration adjustments

Adapting workflows, permissions, or naming conventions as project needs change.

New project onboarding

Setting up new projects in the CDE with proper structure and access controls.

Compliance reporting

Generating ISO 19650 compliance reports for audits or tender submissions.

Team support

Answering questions, resolving issues, training new team members.

Platform updates

Deploying new features and improvements to your environment.

Strategic review

Monthly call to review usage, identify improvements, plan next steps.

What if you want to leave?

We believe in earning your trust every month, not locking you in. If you decide to leave:

Full CSV data export — your data belongs to you
30-day notice period, no penalties
Transition documentation provided
No lock-in beyond the minimum contract period

Ready to start?

Schedule a 30-minute call to discuss your projects and see if we're the right fit.