From Brief to Live

How We Go from
First Conversation
& to Fully Live

We've refined our delivery process over 20 years a clear, collaborative five-step journey from initial meeting through to go-live, with your team involved at every stage.

Start with a Meeting
View Our Products
5
Step process
20+
Years refined
UK
Based engineers
01
Initial Meeting
Understand your needs
02
Build System
We start building
03
Client Demo
You review & refine
04
Build Reports
Data that works for you
05
Go Live
Supported launch
01

Initial Meeting

We Identify Exactly
What You Need

Every engagement starts with a conversation not a sales pitch. We sit down with you to understand your business, your current processes, your pain points, and your goals.
We then show you how our system will specifically help your business not a generic demo, but a targeted walkthrough that maps directly to what you've told us.
By the end of this meeting, you'll have a clear picture of what we'd build, how long it would take, and what the investment looks like. No ambiguity, no hidden costs.
✓
Detailed brief documented and agreed
✓
Bespoke product walkthrough tailored to your sector
✓
Clear timeline and cost structure presented
✓
Q&A with the engineering team
⏱ Typically 1–2 hours · Remote or in-person
Meeting Agenda Step 01
Introductions & company overview
Done
Your current processes & pain points
Done
Business goals & success criteria
Done
Tailored product walkthrough
Done
Brief sign-off & next steps
Active
Build Progress Step 02
Module Completion
Core Platform
100%
Data Layer
100%
IoT Integration
90%
User Dashboard
85%
Reporting Suite
60%
QA & Testing
40%
Overall progress 79%
02

Build System

Our Team Starts
Building Your Platform

Once the brief is agreed, our UK-based DevOps and full-stack engineering team gets to work. We build your system to the exact specification agreed in Step 01 - no scope creep, no surprises.
Whether you're implementing a standard configuration or a fully bespoke platform, our process is the same regular internal milestones, clear progress tracking, and a build that stays on brief.
You won't be left in the dark. We provide regular updates and are available throughout the build to answer questions or discuss any emerging requirements.
✓
System built to agreed specification
✓
Regular progress updates provided
✓
Internal QA and testing throughout
✓
Staging environment prepared
⏱ Duration depends on scope — agreed upfront
03

Client Demo

You Review, Feedback,
and We Refine

We demonstrate your system on a staging server a fully working version of your platform, populated with representative data so you can experience it exactly as your team will.
This is your opportunity to see everything in action, raise questions, and request refinements. We document every piece of feedback and incorporate it before moving forward ensuring the final system is exactly right.
We never rush this stage. A thorough demo and feedback cycle means you go live with confidence, not crossed fingers.
✓
Full walkthrough on staging environment
✓
Feedback documented and prioritised
✓
Refinements built and re-tested
✓
Sign-off before proceeding to Step 04
⏱ Typically 1–3 sessions depending on complexity
Demo Feedback Session Step 03
API
Here's the live dashboard on staging — all your properties are loading with real data structures. What do you think?
You
Looks great. Can we add a filter by region on this view?
API
Absolutely — noted. Anything else on this screen before we move on?
You
The alert panel needs to be more prominent. Everything else is exactly what we wanted.
API
Both changes logged. We'll have them in for the next session — should be 2–3 days.
Auto-Generated Reports Step 04
Daily
Operational summary
sent 07:00 every day
Weekly
Performance overview
sent Monday 08:00
Monthly
Compliance report
sent 1st of month
Live
Real-time dashboard
always up to date
📊 12 reports configured · 0 manual effort required
04

Build Reports

Data That Actually
Saves You Time

This step is what separates a useful system from a transformative one. We work closely with you to identify the data your business needs then set up auto-generated reports that deliver it without any manual effort.
Whether it's daily operational summaries, compliance reports, financial overviews, or performance dashboards we configure your reporting suite to the exact metrics and formats your team uses.
Once set up, your reports run automatically emailed, exported, or displayed on your dashboard exactly when you need them.
✓
Report requirements workshop with your team
✓
All key metrics identified and mapped
✓
Auto-generated reports configured
✓
Delivery schedule set (daily / weekly / monthly)
⏱ 1–5 days depending on reporting complexity
05

Go Live

A Supported Launch —
Not a Hand-Off

Going live is never just flipping a switch. We agree a launch date with your team, plan the transition carefully, and are fully present on the day to ensure everything runs smoothly.
We upload your pre-existing data into the system so you're not starting from a blank slate. Your team is trained, your reports are running, and your stakeholders are briefed.
And after go-live, we stay on hand. This is the start of an ongoing relationship not the end of a project.
✓
Launch date agreed and communicated
✓
All pre-existing data uploaded and verified
✓
Team training completed
✓
Full support on go-live day
✓
Ongoing support and development available
⏱ Launch day + 30-day post-launch support period
Launch Checklist Step 05
System signed off by client team
Complete
Pre-existing data uploaded & verified
Complete
Team training sessions completed
Complete
Reports tested and auto-schedule live
Complete
Go-live — system switched to production
Today
30-day post-launch support window
Upcoming

Why It Works

A Process Built on
20 Years of Delivery

This isn't a methodology we invented for a brochure. It's what we've refined through hundreds of implementations across six sectors.

No Ambiguity at Any Stage

Every step has clear deliverables and a sign-off before moving forward. You always know exactly where things stand and what comes next.

Your Team is Involved Throughout

We don't disappear and come back with something you didn't ask for. Your feedback shapes the build at every stage not just at the end.

UK Engineers, Direct Communication

You're talking to the people building your system no account managers, no relay. Direct, fast, honest communication throughout.

Standard or Bespoke, Same Process

Whether you're implementing a standard product or a fully custom platform, the five steps are the same. Consistency in delivery regardless of complexity.

Common Questions

Things People
Usually Ask Us

Everything we cover in an initial meeting but in case you want to know before you get in touch.
How long does a typical implementation take? →
It depends on the scope. A standard product implementation typically takes 4–8 weeks. A fully bespoke platform can take 3–6 months. We'll give you an accurate timeline at Step 01 before any commitment is made.
Do you offer standard packages or is it always bespoke? →
Both. Our six products FieldServ, DIAL, DIAL Healthcare, ConstructR, FinServ, and FoodTrace each have a standard implementation you can start with — or we can go fully bespoke from day one. Many clients start standard and expand.
What happens to our existing data? →
We upload all your pre-existing data as part of Step 05. You don't start from scratch. We work with your data team to ensure everything migrates cleanly and is verified before go-live.
Is there ongoing support after go-live? →
Yes — we include a 30-day post-launch support window as standard, and ongoing development and support packages are available. Most of our clients have a long-term relationship with us that extends well beyond the initial build.
Can we integrate with our existing systems? →
Yes. Our platforms are built to integrate with enterprise systems including ERP, SAP, IBM, Oracle, and most REST API-compatible platforms. We discuss integration requirements in detail at Step 01.
Step 01 Starts Here
Ready to Start
the Conversation?

Step 01 is just a meeting no commitment, no pressure. We'll listen to what you need, show you what's possible, and give you everything you need to make the right decision.

Book Your Initial Meeting
Get in Touch