Your first Creatio workflow, live in two weeks.
Creatio is our platform of choice. We have shipped every one of these workflows before, inside other partners' projects. Running the engagement ourselves is new, and the first three clients get design-partner terms for it.
What the two weeks covers
What we keep out so the two weeks holds
- Multiple workflows, or a rollout that crosses teams
- Custom development beyond no-code configuration
- Data migration past 5,000 records, or from anything other than CSV, Salesforce or HubSpot
- Integrations beyond email and calendar. DocuSign, Slack and ERP sit outside this
- Change management programs across departments
Anything on this list gets scoped and quoted as a follow-on engagement.
How the 14 days run
- Sixty-minute kickoff to lock the workflow, the stages, the fields, and the users
- Creatio configured: object structure, business rules, dashboards
- Email and calendar integration set up and tested
- Field mapping agreed and your export staged for import
- Your data imported with a reconciliation report
- Training for end users and for administrators
- Go-live on your tenant with the team running it
- The thirty-day support window opens
Who we have worked with
“One of our goals was to get one of our developers certified at both the analyst and developer levels, no small task given our limited experience with the platform. Thanks to Mohamed’s guidance and hands-on support, we were able to meet that goal and accelerate our adoption of the platform.”
Juiced Tech came to us after twenty years on another platform, standing up their own Creatio practice. That was platform enablement rather than a CRM rollout.
Where it goes from there
Most teams add a second workflow once the first one is in daily use, and some move the rest of the business over during the following quarter. Each phase gets scoped and quoted on its own, so you can stop after the two weeks and owe nothing further.
Two weeks from now, one workflow is running.
The fit call is thirty minutes with Mohamed, who founded the company and still runs these calls himself. He will tell you on the call if the two weeks is wrong for you.