COBIZ Methodology
From diagnostic to impact in 90 days.
A 4-phase process designed to minimize client risk and maximize speed to value. No 6-month Gantts without deliverables. No unexpected pivots that inflate the budget.
Days 1-7
Diagnostic
We always start with COBIZ Analyzer (free, 5 minutes). If you decide to move forward, we deepen with 2-3 sessions where we map your current operation: systems, teams, processes, real metrics.
Deliverables in this phase
- Digital maturity report
- Critical processes map
- Systems and data inventory
- Identification of "data islands"
Days 7-21
Strategy
With the diagnostic, we design a personalized roadmap. We send a firm proposal with scope, timeline, assigned team, and total cost. No surprises, no "etcs" that get billed later.
Deliverables in this phase
- 90-day roadmap
- Firm proposal (scope + cost)
- Measurable KPIs plan
- COBIZ team assignment
Days 21-90
Implementation
We work in 2-4 week sprints with visible deliverables. Each sprint adds usable value. You will not wait 6 months for results — first measurable impact happens in week 4.
Deliverables in this phase
- 2-4 week sprints
- Bi-weekly demos with your team
- Complete technical documentation
- Training for your internal team
Days 90+
Optimization
Once in production, we measure real KPIs vs forecast. We iterate what works, discard what does not, and scale what has traction. This is the phase that separates "implement" from "transform".
Deliverables in this phase
- Real-time KPI dashboard
- Monthly optimization sessions
- A/B testing of improvements
- Scaling plan
Guarantees
Commitments we put in writing.
Fixed cost
The initial proposal is the final price. Any "extras" that come up are discussed beforehand and only billed if you authorize them.
No lock-in
All technical documentation and accesses remain yours. If you decide to switch providers tomorrow, you lose nothing.
Same team start to finish
We do not assign a senior to sell and a junior to execute. The consultant in the proposal is the one with you the whole project.
Start now
The first step is free.
5 minutes with COBIZ Analyzer = a personalized 90-day action plan. No card, no commitment.