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Our Process

From conversation
to running system.

Every engagement follows a structured implementation process. We start by understanding what you have, then design what you need, configure it in your tools, and hand it over to your team with everything documented.

Implementation Phases

Four phases. One complete system.

Each phase builds on the previous. The process is designed to minimize disruption to your operations while producing a system that your team can run from day one.

01

Diagnosis & Discovery

We begin by mapping your current state. We review your existing client list, payment terms, current collections practices, and the tools your team uses. We identify where the gaps are and what a workable system looks like for your specific context.

Review of current client payment data
Mapping of existing collections practices
Audit of available tools and systems
03

Tool Configuration

With the system designed, we move into your existing tools and configure them to support the process. We set up alerts, task workflows, and reporting views. We adapt templates for your specific communication channels.

Alert and task configuration in your software
Template finalization and channel adaptation
Reporting view setup
02

System Design

Based on the diagnosis, we design the complete system: client risk categories with classification criteria, contact cadences for each tier and delinquency stage, and the full communication template set. Everything is documented clearly before implementation begins.

Risk classification framework design
Contact cadence design per tier and stage
Communication template creation
04

Handover & Training

The final phase is handing the system over to your team. We walk through the complete process, explain each component, and ensure that whoever will be running collections day-to-day understands how to use every part of the system.

Team walkthrough of the complete system
Complete process documentation delivered
Q&A session and clarification of edge cases
What to Expect

What the engagement looks like in practice

Every implementation is different because every company is different. The timeline, the depth of each phase, and the specific configuration work depend on the size of your client base, the complexity of your credit structure, and the tools you currently use.

We work collaboratively — not in isolation. We need access to your data, time with the people who manage collections, and the ability to see and work in your systems. The quality of the output depends on the quality of that collaboration.

Initial diagnostic conversation at no charge
Scope and approach agreed before work begins
All deliverables documented and handed over
System designed to run without ongoing consulting
Business consulting team conducting implementation session around conference table with laptops and documents
Start Here

The first step is a conversation

Tell us about your current process — or lack of one. We'll tell you what a system might look like for your specific situation.

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