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Methodology

Our Process

How we plan, build, test, and support a project, from the first conversation about requirements through deployment and the work that follows.

Project file
  1. Discovery & RequirementsA requirements specification
  2. Planning & ArchitectureA technical roadmap with milestones
  3. Development & BuildWorking components you review during the build
  4. Testing & Quality AssuranceTested software for your approval
  5. Deployment & Ongoing SupportProduction release and support after launch
The five stages and what each produces. The stage figures below follow one sample project.

Step 01 · 05

Discovery & Requirements

We start with stakeholder interviews and a review of the systems you use now and how your team works with them. From that we settle the project's scope, its technical constraints and the success criteria the finished work will be checked against. Those decisions are recorded in a requirements specification.

Requirements worksheetIllustrative · sample project

Today

  • Requests arrive by email and phone
  • No shared view of status

Constraints

  • Staff sign in with existing accounts
  • Works on a phone

Success criteria

  • Every request has an owner
  • Requesters can see status

Open question: who closes a request?

Service request tracking: what happens today, the constraints and how success is checked.
Architecture mapIllustrative · sample project

New application

Request form

Request tracking app

Database

Existing systems

Staff sign-in

Email notifications

Service request tracking: the new application and the existing systems it connects to.

Step 02 · 05

Planning & Architecture

With the requirements agreed, we map the system's components, data flows, integration points and security controls, and choose technologies for the project's needs. The technical roadmap sets out those decisions and the project milestones.

Step 03 · 05

Development & Build

The software is built in iterative cycles, with regular demos where you can see working components and give feedback. Code is kept in version control and documented as it is written, so the system can be maintained after launch.

Iteration 2 demoIllustrative · sample project

Request queue

RequestLocationStatus
Leaking sinkRoom 204Assigned
Door lockLobbyNew
Light outStair BWaiting

Demo feedback Add a “Waiting on parts” status

Changes committed to version control, with notes

Service request tracking: the working request queue at a demo, and the feedback it produced.
Acceptance checklistIllustrative · sample project
  • Every request has an ownerFunctionalPlanned
  • Sign-in failure shows a clear messageFailure pathPlanned
  • Staff log a real requestUser acceptanceWith your team
  • Release approvalYour decisionAwaiting your approval
Service request tracking: acceptance checks planned against the success criteria.

Step 04 · 05

Testing & Quality Assurance

Functionality is checked against the requirements, along with performance and security testing sized to the system and how it will be used. User acceptance testing follows, with the people who will work in the software checking it against their real tasks. You review the tested software for approval before release.

Step 05 · 05

Deployment & Ongoing Support

The production rollout is planned to limit disruption to the people using the current system. After launch, support covers monitoring, bug fixes and performance adjustments as people use the system, and later changes as the business needs them.

Rollout and supportIllustrative · sample project

Rollout

Pilot group

All staff

Email intake stays open until cutover

After launch

  • Monitoring
  • Bug fixes
  • Performance adjustments
  • Later changes

Reported triaged fixed released

Service request tracking: one possible rollout plan, then support after launch.

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