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A five-stage method we have used on every engagement since 2016. Nothing starts until you have a written scope, a date and a price.
Thirty minutes with Princess Harms. We ask about your platform, volume, team structure and the complaints you hear most. You leave with an honest opinion on whether the problem is configuration, process or headcount.
Role interviews, file-journey mapping, turn-time and exception data pulls, and a configuration audit. Delivered as a written findings memo plus a two-hour presentation to your leadership.
Deliverables, acceptance criteria, dates and a fixed price. If we misjudge effort, we absorb it. Change orders happen only when you ask for something outside the written scope.
Everything is built in a non-production environment first, reviewed with your team against real files, then promoted with a documented rollback plan and a change log.
Role-based sessions, written runbooks, recorded walkthroughs and thirty days of included adjustment support while the new process settles on the floor.
Lending data is sensitive and we treat it that way. These practices apply to every engagement.
Consultants receive only the platform permissions needed for the scope, granted by you and revoked at handover.
Where testing allows it we ask for masked or de-identified files rather than live borrower records.
A mutual confidentiality agreement is signed before discovery. Client names appear in public material only with written permission.
Book a 30-minute discovery call with Princess Harms. We will review your current stack, your bottlenecks and the fastest three improvements you can make this quarter.