# Our Process

> SimplaDocs follows a proven four-step delivery process — Discovery, Fit Assessment, Build, and Integrations & Rollout — grounded in the Value Chain methodology (Assess → Structure → Enable → Deploy) to ensure every engagement delivers solutions that truly work.

## A proven approach from discovery to deployment — designed to deliver solutions that truly work.

Our process is not a black box. It is collaborative, transparent, and designed to make sure the solution we build is one your team can own and maintain long after we're done.

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## The Value Chain: Our Overarching Methodology

Before diving into project steps, every engagement is scoped through our four-stage Value Chain:

- **Assess** — Map workflows, diagnose readiness, surface what's blocking AI adoption
- **Structure** — Organize the content, knowledge, and guardrails AI needs to succeed
- **Enable** — Train teams and onboard AI tools alongside them — adoption before deployment
- **Deploy** — Build and maintain the agents and tools that make change real, with measurable ROI

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## Project Delivery Steps

### 01 — Discovery
We start by understanding your team, workflows, and goals. We dig deep into how your organization operates so we can identify the highest-impact opportunities.

**What happens:**
- Stakeholder interviews
- Workflow mapping
- Pain point identification
- Goal alignment

*Maps to Value Chain: Assess*

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### 02 — Fit Assessment
Not every problem needs Coda. We honestly evaluate whether our approach is the right fit for your needs, and recommend the best path forward.

**What happens:**
- Technical feasibility analysis
- Tool evaluation
- Scope definition
- Timeline planning

*Maps to Value Chain: Assess → Structure*

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### 03 — Build
We build collaboratively — not in a black box. Your team stays involved throughout the development process, with regular check-ins and demos.

**What happens:**
- Iterative development
- Regular demos
- Feedback loops
- Quality assurance

*Maps to Value Chain: Structure → Deploy*

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### 04 — Integrations & Rollout
We connect your solution to the tools you already use, train your team, and ensure a smooth rollout with ongoing support.

**What happens:**
- Third-party integrations
- Team training
- Documentation
- Ongoing support

*Maps to Value Chain: Enable → Deploy*

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## Why Our Process Works

- **No black boxes.** You see the work as it happens.
- **Fit before build.** We won't build something that doesn't fit your needs.
- **Adoption first.** We train teams before full deployment — not as an afterthought.
- **Flexible engagement models.** One-off projects, full-scale overhauls, ongoing retainers.

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## Ready to Start?

Let's kick off with a discovery call and see how we can help.

**CTA:** [Schedule a Call](/contact)

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## Topic Owners

- **Scott Collier-Weir** — Coda / Superhuman Docs / Superhuman Go specialist, technical delivery
- **Steven Hurtado Roldan** — AI strategy, methodology design, measurement
- **Jordyn Goffo** — Project management, operations improvement, consulting delivery

## Related

- [Our Services](https://simpladocs.com/services)
- [Our Work / Case Studies](https://simpladocs.com/work)
- [About SimplaDocs](https://simpladocs.com/about)
- [Contact Us](https://simpladocs.com/contact)

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*Source: https://simpladocs.com/our-process* — last reviewed 2026-05-04