Five steps, with you involved throughout. You work with the person doing the work, from the first conversation to handover.
Identify the problem, the people involved and the systems already in use.
Agree the scope, expected behaviour and how the result will be checked.
Develop the tool or workflow and connect the required data and platforms.
Check real use cases, document the process and help the team use the result.
Refine the system as the business and its priorities change.
Priorities shift, new tools arrive and teams grow. Ongoing support covers maintenance, monitoring and improvements within an agreed scope, so the system keeps up with how the business actually runs.
Tell me where the work gets stuck, which systems you use and what a better result would look like.