Understand the situation
We start with real work, the people involved and existing tools. The conversation identifies the desired outcome, useful data and constraints. A pilot goal helps avoid an overly broad scope.
Understand before building. Agree the scope. Verify workflows. Prepare the handover.

We start with real work, the people involved and existing tools. The conversation identifies the desired outcome, useful data and constraints. A pilot goal helps avoid an overly broad scope.
The proposal details deliverables, limits, the total price and any external costs. Access, reviews and timing are set before agreement. You know what is included and what remains to be decided.
Delivery follows the selected workflows. Feedback and verification focus on agreed goals, screens and dependencies. New requests are not silently added: their impact is discussed.
Agreed materials, access and documentation are delivered through the chosen channel. Handover prepares the software for use. Support, corrections and later changes follow the project's terms.
To start, describe the work to simplify, the people who do it and the intended result. You do not need to share sensitive files or credentials at this stage.
Tell us what you want to simplify. We will review the need, a possible scope and the next steps.