Set up properly.
Without bringing the business to a halt.
Most businesses fear the implementation more than the software. Here is exactly how Workbie is introduced: in stages, with your team testing each one, and nothing switched off until its replacement is working.
Discuss your implementationNine stages, in the open.
Every stage has a clear owner and a clear finish. You always know which stage you are in and what happens next.
Discovery and workflow mapping
We sit with the people who do the work and map how it actually runs today — the spreadsheets, inboxes, approvals and exceptions. You get the map whether or not you buy anything.
Solution design and agreed scope
We agree what is in the first phase, what comes later and what is deliberately left alone. You see the scope, the assumptions and the cost before work starts.
Configuration
Your Workbie system is built around the agreed process: menus, records, permissions, forms and reports shaped for your business, not a template you have to adapt to.
Data setup or migration
Where existing information is worth keeping, we agree what moves across, in what shape, and who checks it. Nothing is imported until your team signs the sample off.
Testing with your team
The people who will use it every day test real scenarios before launch. Changes found here are cheap; the same ones found later are not.
Training
Training is delivered on the system built for you, with your own records and wording, so it transfers straight into the working day.
Launch
We go live in stages rather than all at once, with the old way kept available until the new one is holding. No forced switch-off on day one.
Ongoing support
You have a named contact who knows your configuration, rather than a ticket queue. Support, updates and adjustments are part of the arrangement.
Future improvement
Once the first processes are running cleanly, we review what to automate, what to connect and where AI earns its place — the next phase, agreed with you.
A small amount of time, not a project team.
You don’t stop trading to implement a system. We need access to the people who know the work, decisions on the agreed scope, and someone to sign off each stage. We do the building, configuration and testing work.
- Staged rollout, one process at a time, so the business keeps running.
- Your existing tools stay in place until each replacement is proven.
- Named contact for questions, changes and support.
- Scope, assumptions and cost agreed before build work starts.
How long does it take?
It depends on how many processes are in the first phase and how much existing information needs moving. Rather than quote a generic figure, we give you the timetable for your scope in the proposal, stage by stage.
The first usable process is usually in place well before the rest — you start seeing value while the remainder is still being built.
Support, and a route to what’s next.
Support from people who built it
Questions go to a team that knows your configuration, your records and the decisions behind them.
Changes as you grow
New processes, extra users, new sites or services are added to the system you already run, rather than bought separately.
Automation and AI when it’s ready
With clean records and an agreed process, automation and AI are introduced where they save time — with human approval kept.
Want to see the system before you commit? Explore the platform, read how your data is handled, or ask about connecting your existing tools.
Let’s untangle your workflow.
Tell us what’s slowing you down. We’ll help you find the right starting point.