How We Work

The software you use should be helping you get more done, achieve more and grow your business. We can customise the perfect solution for your needs, and set your business success on autopilot.

Helping you create a business you love

Customate Solutions was founded to help make the lives of business owners like you easier. By taking advantage of our personalised service and expertise, you can use the power of software to grow quicker and do more of the work you love.

How it works:

It couldn’t be much easier to get started.
Just book a free, no pressure call to get started.

1. Book Your Free Consultation
2. Discovery & Scoping
3. Research & Sourcing
4. Implementation & Project Management
5. Onboarding & Training
6. Ongoing Support & Review

Book Your Free Consultation

Book a free consultation with our team to discuss your business needs and goals.

We’ll recommend the best solutions and provide a clear roadmap to take your business to the next level.

Discovery & Scoping

We start by conducting an in-depth analysis of your current business processes and operations to identify your pain points, challenges, and requirements.

We will meet with all relevant staff members to understand their needs and priorities and define project scope, objectives, and success criteria.

This stage is critical to ensure that we have a clear understanding of your business and technical requirements so that we can provide a tailored solution that meets your needs.

Research & Sourcing

In this phase, we delve into comprehensive research to identify suitable off-the-shelf software solutions that align with your business requirements and objectives.

Our objective is to identify software that not only possesses the requisite features but also offers scalability and compatibility essential for effectively streamlining your day-to-day operations.

We undertake several key activities during this phase, including evaluating various off-the-shelf software solutions through a range of methods such as demos, trials, and thorough reviews.

Through meticulous analysis, we assess the features, integrations, and scalability of each software option under consideration.

Additionally, we conduct rigorous cost-benefit analyses to ensure that the chosen solution represents an optimal investment for your business. Furthermore, we engage in collaborative efforts with vendors to tailor solutions to fit specific needs, should the need arise

Implementation / Project Management

Once the software solution is chosen, we undertake a series of key activities.

Firstly, we develop a detailed implementation plan that delineates tasks, timelines, and responsibilities, providing a structured roadmap for the execution of the project.

Subsequently, we proceed to configure and customise the chosen software solution to align with your specific requirements, ensuring that it effectively addresses your business’s needs.

Furthermore, we conduct thorough User Acceptance Testing (UAT) to validate the functionality of the implemented solution, ensuring that it meets the predefined criteria for success.

Throughout this phase, we provide ongoing project management oversight, monitoring progress closely and addressing any issues that may arise promptly and effectively.

Onboarding & Training

To ensure that you get the most out of the solution, our emphasis moves to facilitating a seamless transition for your team through comprehensive onboarding and training sessions.

Our objective is to empower your staff with the requisite knowledge and skills to proficiently utilise the new software solution whilst minimising any operational disruption during the roll out.

To achieve this, we develop tailored training materials and resources and conduct both onsite and virtual training sessions for end-users.

Throughout the onboarding process, we offer ongoing support and guidance, ensuring that any concerns or training needs are promptly addressed. Additionally, we actively collect feedback to continually improve and refine the training experience.

Ongoing Support & Review

Our commitment to your success extends beyond the implementation phase through ongoing support and periodic reviews.

We establish channels for continuous support and communication, providing timely assistance with software issues and queries to ensure the solution meets your evolving needs effectively.

Additionally, we conduct regular reviews to assess performance, identify areas for improvement, and recommend updates or enhancements to optimise efficiency and effectiveness, ensuring that your operations remain streamlined and efficient over time.

How it works:

It couldn’t be much easier to get started.
Just book a free, no pressure call to get started.

1 Book Your Free Consultation

Book a free consultation with our team to discuss your business needs and goals. We’ll recommend the best solutions and provide a clear roadmap to take your business to the next level. 

2 Discovery & Scoping

We start by analyzing your business processes to identify pain points and requirements, meeting with key staff to define scope, objectives, and success criteria. This ensures we understand your needs for a tailored solution.

3 Research & Sourcing

We research off-the-shelf software aligned with your needs, focusing on features, scalability, and compatibility. Options are evaluated through demos, trials, and cost-benefit analysis, with adjustments made in collaboration with vendors.

4 Implementation / Project Management

Once software is selected, we develop a structured implementation plan and configure the software to your specifications. User Acceptance Testing (UAT) and continuous project management ensure smooth progress and timely issue resolution.

5 Onboarding & Training

We ensure a seamless transition with customized training and onboarding sessions, equipping your team to use the software effectively. Both onsite and virtual training are provided, with ongoing support and feedback-driven improvements.

6 Ongoing Support & Review

Beyond implementation, we offer ongoing support, addressing software issues promptly and conducting regular reviews to recommend updates, ensuring continuous efficiency and alignment with your evolving needs.