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1. Business Needs Assessment
Engagements kick off with an on-premise assessment of: operational, financial, technological and procurement needs of the business.
2. Presentation of Findings
Upon completion of the assessment, clients can expect a presentation of findings alongside analysis and recommendations based on analyses.
3. Implementation Preparation
If the project includes a technology component, this stage is where the historical business data will be prepared for migration to your chosen solution.
4. Implementation
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.
5. Implementation Monitoring
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.
6. On-going Support
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.
curious about our approach?
Location
Vancouver British Columbia, Canada
Office Time
Mon–Sat: 8:00am–6:00pm Sunday: Closed
info@rootedadvisors.ca
Phone
+1 778-650-3430