# How we work

<p class="lead">From first contact to results: how we start with the Discovery, design the Instfy Project, build the teams, run execution and measure impact.</p>

This page shows how [the way we think](#/instfy) and the [Instfy methodology](#/methodology) become practice: the path a client follows with us, who takes part and how we track each initiative.

!image[The Instfy methodology journey: Understand (context), Diagnose (insights), Direct (strategy), Design (solutions), Build (implementation), Activate (operation) and Measure and Evolve (results)](/assets/img/instfy-metodologia.webp)

## When we step in

**We build business solutions.** Our work happens mainly in four situations:

<div class="card-grid">
<a class="card" href="#/methodology"><div class="c-ic" data-icon="rocket"></div><div class="c-t">Create</div><div class="c-d">Develop a business, product, service, brand, channel or new front from the ground up.</div></a>
<a class="card" href="#/methodology"><div class="c-ic" data-icon="settings"></div><div class="c-t">Transform</div><div class="c-d">Change what already exists when the current model no longer responds to the market or to your ambitions.</div></a>
<a class="card" href="#/methodology"><div class="c-ic" data-icon="trending-up"></div><div class="c-t">Develop</div><div class="c-d">Take an operation to a new stage of maturity, efficiency, revenue or capacity.</div></a>
<a class="card" href="#/methodology"><div class="c-ic" data-icon="compass"></div><div class="c-t">Expand</div><div class="c-d">Build new growth paths: markets, channels, geographies, audiences or models.</div></a>
</div>

The breadth is in what we can build. The consistency is in how we get to the solution.

## How it starts: the Discovery

Every relationship starts with the **Discovery**, the first engagement. In it we gain a deep understanding of the client, the business, the reality, the context, the ambitions and the constraints. The result is a strategic snapshot that shows where the business stands and provides the basis for deciding what really needs to happen.

You do not need to choose which services to hire in advance. The Discovery provides the information Instfy needs to design the right combination for your reality.

## The Instfy Project

Based on the Discovery, we present a **second proposal**, built specifically for you: the Instfy Project. It takes the business through the following stages of the methodology and may involve:

1. **Strategy:** a diagnosis of the reality, problems, opportunities and risks, with direction, priorities, objectives and an action plan.
2. **Solution architecture:** what will be built, how it will be done and what skills will be needed.
3. **Build:** real initiatives, projects and deliverables. Instfy structures and coordinates the professionals, specialists, partners and resources needed.
4. **Evolution:** tracking results, measuring impact, learnings and next moves.

## The client path, step by step

<ol class="steps">
<li><strong>First contact:</strong> we talk to get a basic understanding of the situation and see whether there is a relevant question worth exploring further.</li>
<li><strong>Discovery proposal:</strong> if there is a fit, we present the proposal for the understanding stage.</li>
<li><strong>Discovery and presentation:</strong> we run the Discovery and present the snapshot of the business, with problems, opportunities, hypotheses and paths.</li>
<li><strong>Instfy Project proposal:</strong> objectives, direction, scope, team needed, stages, investment, indicators and relationship model.</li>
<li><strong>Execution:</strong> we build and activate the solution with the right team setup for the project.</li>
<li><strong>Evolution:</strong> we measure impact, learn and define the next move.</li>
</ol>

## How we organize teams

We organize around projects, not isolated departments. There is a **permanent core** responsible for the client relationship, strategy, methodology, management, quality and integrating the different skills. Around it, a **network of expertise** made up of professionals, specialists, partner companies and technologies is brought in as each project requires.

One client may need business, artificial intelligence and technology. Another, brand, growth and sales. Another, strategy, operations, data and people. For each project we put together the setup needed and assign a leader responsible for integrating all fronts:

**Client and business > Strategy > Project lead > Teams and specialists > Client operations.**

Instfy remains responsible for the architecture and integration of the solution. The network expands our execution capacity without losing sight of the business result.

## How we track each initiative

Before execution, each project has its objective, scope, owners, schedule, budget, indicators, deliverables and expected result defined. During the project, we work in cycles with formal decision points. Every initiative must clearly answer six questions:

| Question | Why it matters |
|---|---|
| What are we doing? | Avoids unfocused effort. |
| Why are we doing it? | Ties the initiative to the business objective. |
| Who is responsible? | Ensures every deliverable has an owner. |
| When does it need to happen? | Organizes priorities and deadlines. |
| How much does it cost? | Makes the investment transparent. |
| How will we know it worked? | Defines the success indicator from the start. |

We also record decisions, hypotheses, changes in direction and learnings, which feed the Evolution stage.

## How we measure results

Every project starts by recording the **baseline indicators** tied to the problem and the objectives. From them we define what changes we expect to bring about and how they will be measured, also tracking intermediate indicators that show whether we are moving in the right direction.

**Starting reality > Objective > Initiatives > Indicators > Result > Learning.**

## Ways to work together

Scope and relationship model follow what really needs to be done:

- **Discovery:** a fixed fee for the understanding and analysis stage.
- **Project:** compensation defined by the scope of strategy, design, build and rollout.
- **Ongoing support:** after rollout, evolution can continue on a recurring model.
- **Results-based models:** when there is a direct and measurable link between our work and the result, we can agree on compensation tied to the value generated.

The details are defined in each proposal. To talk about your case, write to **relationship@instfy.com**.

## Frequently asked questions

### Where does working with Instfy start?

With the Discovery, a stage with fixed scope and fee in which we understand the business, the context, the ambitions and the constraints. Only then do we present the proposal for the main project, sized based on what was discovered.

### Does Instfy do everything in-house?

Not necessarily. A permanent core handles strategy, management and integration, and a network of professionals, specialists and partners is brought in as the project requires. Instfy remains responsible for the solution architecture and the integrated result.

### How do I know if the project is working?

Each initiative starts with a defined indicator, and we record the baseline numbers before we begin. Tracking happens in cycles with formal decision points, and success is judged by the impact on the business.

### Are Instfy products part of the projects?

They can be, when they are the best answer for your reality. ERP Instfy, Instfy AI, Instfy Data, Instfy Rewards and Carbon by Instfy are used when they help solve the problem identified, never as a mandatory package.

## Next steps

See the service catalog or talk to our team.

:::related
services, methodology, ecosystem, contact-support
:::