- ✅ Client Initiates: Clients express interest by reaching out via our online platform or other channels.
- ✅ Pre-Engagement Questionnaire: Clients complete a questionnaire to provide preliminary project details.
- ✅ Acknowledgement: We promptly acknowledge receipt of the RFQ and provide a timeline for next steps.
- ✅ Clarify Requirements: We may request additional information about the scope, timelines, current QMS status, and any applicable industry standards to fully understand your needs.
- ✅ Understand the Client’s Business: We conduct research on your industry, business size, and operations to contextualize your needs.
- ✅ Discovery Meeting: A discovery session is held to discuss specific challenges, expectations, and detailed project requirements.
- ✅ Determine Scope of Work: Based on the discussions, we define the project scope, including focus areas and deliverables, ensuring alignment with your goals.
- ✅ Outline Services and Deliverables: We prepare a comprehensive quote that clearly defines the services we will provide and the expected deliverables.
- ✅ Implementation Plan (DIP): The quote includes a detailed implementation plan with milestones and timelines.
- ✅ Cost Estimate: We provide a transparent cost breakdown and project timeline.
- ✅ Inclusions and Exclusions: All aspects of what is included and not included in the scope are specified.
- ✅ Terms and Conditions: Payment terms, confidentiality clauses, and intellectual property rights are outlined in the quote.
- ✅ Submit & Follow-Up: The formal quote is sent to you, and we offer a follow-up meeting to clarify any questions or concerns.
- ✅ Negotiate Terms: We address your feedback on the quote and adjust terms as needed to ensure mutual understanding.
- ✅ Draft Agreement: A formal contract is drafted, including the scope of work, timelines, deliverables, and legal terms (e.g., liability, confidentiality, IP, and dispute resolution).
- ✅ Payment Terms: Payment milestones and terms are set.
- ✅ Sign-off & NDA (if required): Both parties sign the agreement and NDA (if necessary), securing the confidentiality of any sensitive information.
- ✅ Project Kick-Off: A kick-off meeting is held to align on next steps, introduce the project team, and confirm the project timeline.
- ✅ Implementation: Work begins according to the agreed scope, with a quality assurance plan in place to maintain high standards throughout the project.
- ✅ Post-Implementation Review (PIR): After implementation, we conduct a review at least 6 months later, addressing Corrective Actions and Preventive Actions (CAPA), root cause analysis, and any needed improvements.
- ✅ Client Feedback & Close-Out: We gather feedback on the project’s success, review performance metrics, and identify any ongoing needs, including refresher training or continuous support.