Our Process & Approach

Over the years, we’ve worked hard to fine-tune our process and create consistently successful outcomes for our clients. We approach every project using the agile methodology which allows for greater collaboration and flexibility between our experts and your team, and ultimately a higher quality end product. Did someone say win-win-win?

agile software manifesto
The Manifesto for Agile Software states


  • Individuals and interactions over processes and tools
  • Working software over comprehensive documentation
  • Customer collaboration over contract negotiation
  • Responding to change over following a plan



Now that you understand our approach, we’d like to walk you through the steps of our awesome (but slightly nerdish) process,
so you can get an understanding of what working together might look like.

Website Process and Development


requirements and analysis
Requirements + Analysis

Primary Tasks:

  • Goals and Priorities
  • Content and Data
  • Data Model/Features

Secondary Tasks:

  • Analysis and Future Phase Planning
  • Digital Communications

We begin with a deep dive Discovery phase that examines and provides definition for the project scope. Throughout the requirements and analysis phase, we will actively participate in collaborative sessions with your team to explore the following facets of your project: what your site must do, what would be nice to have, and what can be rolled out in a future development phase.

In addition to outlining goals, priorities, budget, and schedule, this phase is an active investigative phase that examines everything from specific user experience needs to functionality. We’ll perform a content inventory to understand the assets you are currently working with and where there are opportunities to improve, and then build out a new information architecture that suits your needs. Additionally, we’ll analyze requirements related to technical architecture and outline a path to build a structurally sound site based on your needs.

Once we have completed these tasks, we’ll sit down together for a collaborative session to share our findings, review recommendations, and answer your questions.  

Ultimately, the Requirements & Assessment phase results in our recommendations for a new and improved user experience along with recommended functionality that will feed into the next phases of the development process.

Features Development
Features + Development

Primary Tasks:

  • CMS/Modules Set Up
  • Functions
  • Initial Site Training

Secondary Tasks:

  • Digital Communications
  • Data Migration

As Requirements and Analysis wraps, we can get to work building out what was developed in the idea phase. Think of the Features and Development phase as the skeleton of the project.

In this phase, we will install the appropriate CMS at the earliest opportunity, and give you the chance to work directly with the product to better collaboratively determine final configuration options. In order to do this, we provide an initial hands-on training session on how to manage your new site, create pages, and enter content. The combination of site structure and client involvement allows for the refinement of features as we work through the development phase.

visual design
Visual Design

Primary Tasks:

  • User Experience
  • Brand Identity Expression
  • Graphic + Web Design

Secondary Tasks:

  • Content Strategy
  • User Research and Testing

Our design process translates your brand identity into a visual expression for the web. We’ll provide mockup design sketches with example pages to determine the style, tone, and feel of your new website. A primary component of any visual design is to employ content strategy tactics to better implement a user-centered design that has your specific audience in mind.

Front End Development
Front End Development

Primary Tasks:

  • Theming
  • Client Side Scripting
  • Training and Best Practices

Secondary Tasks:

  • Content Migration
  • Search Engine Optimization

Once visual aesthetics and solid content strategy are in place, we’ll translate the design elements into a responsive presentation layer where you, and other users, can interact with the initial site. This presents another opportunity for ours and your teams to collaborate and work together on changes, additions, or potential issues as the site comes to life.

In this phase, we’ll also provide a second training with all primary site maintainers, and develop a User Manual for future reference. You’ll also get the opportunity to complete content placement, which means that any copy, photography, etc. that needs to be on your site now has a green light. Once content is entered, we’ll enter a final review stage to ensure quality assurance before going live.

Still with us? You’re almost there!

Quality Assurance Testing
Quality Assurance

Primary Tasks:

  • Define and Fix Bugs
  • Client Review
  • Go Live!

Secondary Tasks:

  • Post Launch Planning

You’ve completed all the requirements, analysis, features, development, and training. In this last phase, together we’ll go through a process of quality assurance to ensure that your launch date goes off without a hitch.

The now themed and designed site will be staged (not live yet!) where it can be combed through for bugs, suggestions can be made, and issues can be reported. We also employ a test period to ensure that your site is in compliance and optimized for the latest versions of popular browsers. With the help of our team, you’ll also perform User Acceptance Testing.

And finally, the moment we’ve all been waiting and working for!

Once the site is completed, reviewed, and approved, it’s time to go live. Don’t worry though, this doesn’t mean you’re on your own. We’ll work closely with you to ensure that you understand launch sequence, roles, and responsibilities. This phase is often driven by your marketing initiatives and events and is always closely orchestrated between ours and your teams.

Support and Maintenance

Primary objectives:

  • Ensuring your site is up, running, and secure

Alternately, we seek:  

  • Your peace of mind

You now have a shiny new site, that beautifully and accurately reflects your brand and organization. The final phase of our process is to help you effectively prepare for the post-launch life of your new digital presence.

We offer varying support and maintenance packages that make it easy to manage security and updates with technical guidance, or request training and add additional projects.