Choose an implementation methodology

Waterfall methodology

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Agile Methodology

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Waterfall Deployment Methodology

Requirements gathering

At this stage, we detail the business requirements previously defined by the client and which will be configured in the solution. Our team is always oriented towards explaining the system to the client in order to minimize customizations and work with the product in the most native way possible.

Development

Development refers to the process of configuring and adapting the system. In other words, the methodology aims to prepare the data-laden environment for use by users with specific functions and visibility, as well as allowing the screens and native entities of the products to have an appearance and usability suited to the needs of the end users. The development of integrations can also take place during this phase.

Training & Go Live

The training involves one or more workshops with sessions for up to 5 users, with the creation of material on how to navigate the system, according to the modules requested by the client. The number of classes and scope of the training will be defined with the client.

Prototyping & Validation

In this stage, our consultants will develop and document small pieces of the requirements to demonstrate, in a way that is closer to the final result, what will be developed.

Testing & Documentation

To guarantee the delivery of a solution in perfect working order, the project team will meet with the client's project team in order to complete the approval of the configured product and allow it to go into production. At this stage, new data will also be uploaded.

Assisted operation & post-implementation support

Part of the team that took part in the implementation project will monitor and support the first few weeks of using the solution. In addition, if the client has contracted TaskIT's support service, it can be called upon at the end of the assisted operation.

Agile Methodology

In this activity we are responsible for understanding the requirements to be developed within the Sprint, together with the client's key users. In order to act in an agile manner, the client must already have their workflow finalized in detail (automations, fields, forms, etc.). Our team will present the system as natively as possible and provide solutions that minimize the level of customization of Smartsheet.
Our team will be responsible for developing small pieces of the requirements requested by the client, leaving the client with a closer view of the final product. The client must validate and confirm our understanding before we can move on to developing the requirement.
Once the prototypes have been validated by the client, our team will be responsible for configuring, testing and reviewing the items developed. The review takes place together with the contractor.
At the end of each Sprint, a spreadsheet will be sent with all the fields that will be used by the client, as well as their format and operating parameters. The client will be responsible for adapting the data from their systems and sending it in the requested format.
At the end of each sprint, the client's key users, supported by the project team, will train the end users in the functionalities developed. If there are any improvements or new developments, the topics will be collected and added as improvements for future developments.