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    Discovery · 2 weeks · fixed fee

    Before we build: clarity.

    Two weeks. Six deliverables. One fixed fee. Leave with a roadmap you can act on — whether the next step is with us, internally, or with another partner.

    Why this exists

    Most CRM projects fail before the first sprint.

    Not because the tech fails. Because nobody aligned on what success actually looks like, which process is most broken, or whether Dynamics was even the right tool.

    Discovery fixes that. Two focused weeks. 3–5 workshops. Written deliverables. You buy clarity, not a commitment to build with us.

    If we're the right partner for the implementation, the Phase-1 estimate you get at the end is binding for 90 days. If we're not, you have a roadmap another partner can price.

    What you walk away with

    Six concrete deliverables.

    All written. All reviewable. All portable — you own them, with or without us.

    Pain map

    The 3–5 issues that actually cost you money or people, ranked. Not your whole wishlist.

    Use-case priorities

    Which case is a quick win, which needs a platform investment, which should wait. With rationale.

    Tech-fit assessment

    Honest read on Power Platform vs. Dynamics vs. custom code for your case. If we're not the fit, we say so.

    Solution architecture sketch

    A one-pager showing how the pieces fit — data flow, integrations, security perimeter. Your IT can review it.

    3/6/12-month roadmap

    Phased plan with clear milestones. Works whether you build with us, internally, or with another partner.

    Fixed-fee estimate for Phase 1

    For the first implementation slice: scope, team, duration, price. Binding if you engage us, portable if you don't.

    Honest seventh deliverable

    Risks, assumptions & open decisions

    We name what we don't yet know — open data questions, dependencies on other systems, decisions that still need to land before Phase 1 can start. In our experience, this is the part that decides whether a project actually launches after Discovery. We'd rather flag it now than discover it on day 30 of a build.

    How it runs

    Two weeks. Three phases. Low friction.

    Week 1
    Understand
    • Kick-off workshop (4h): goals, stakeholders, success criteria
    • Stakeholder interviews: 3–5 people across business + IT
    • Process & data walkthrough: current state, what hurts
    Week 2
    Prioritize & design
    • Use-case workshop (4h): rank, cluster, rule out
    • Architecture + tech-fit decisions, internal review
    • Roadmap draft, cost model, risk register
    Debrief
    Hand-over
    • Presentation workshop (2h): findings, roadmap, Phase-1 estimate
    • Written report: all six deliverables, ready to share
    • Q&A round — take it away, decide on your terms
    Format & price

    Fixed fee. No scope games.

    2 weeks
    elapsed — not 2 weeks of calls
    1 architect · 1 lead consultant
    both senior; no pyramid
    CHF 9,500–14,500
    depending on scope — fixed at kick-off

    If we then build Phase 1 together, the Discovery fee is credited against the implementation — you don't pay twice for the same planning.

    Not sure yet?

    Start with 30 free minutes.

    We'll hear your situation and tell you honestly whether a Discovery sprint is the right next step — or whether you can skip straight to a quick prototype.

    Book 30-min call

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