# Service charter
We develop solutions for business. Explore the areas where Instfy works, from Discovery to execution, and how we bring together the right capabilities for each challenge.
Instfy works on the **creation, transformation, development and expansion of businesses**. Our work usually starts with **Discovery**, where we understand the business's reality, goals, problems and opportunities. From there, we define what needs to be done and put together the capabilities required to execute.
!image[Instfy team reviewing a client's business: we start with Discovery to understand before we propose](/assets/img/instfy-carta-servicos.webp)
## Before the service, the question: why?
When a company comes to us saying it needs to improve its communication, sell more, build a system, apply artificial intelligence, launch a product or enter a new market, our first reaction is not to offer that service. Our first question is: **why?**
A sales problem may lie in the product. A marketing problem may lie in the positioning. An operational problem may lie in the technology. A technology need may be solved by changing a process. That is why we do not believe in off-the-shelf solutions or in analyzing problems in isolation.
Instfy is not defined by a single discipline. We are not an agency that occasionally talks about business, a software house that starts with technology, or a consultancy that delivers a recommendation and leaves execution to the client. **Our breadth lies in what we are able to build. Our consistency lies in how we arrive at the solution.**
## Our service areas
## Discovery {#discovery}
Strategic analysis of the business to identify problems, opportunities, risks and priorities and to define the next moves. It is Instfy's main entry service and the embodiment of the way we think.
**We can analyze:** business, market, competition, products, customers, brand, sales, marketing, technology, AI, operations, people, data, finance and expansion opportunities.
**We deliver:** diagnosis, opportunities, risks, benchmarks, priorities, recommendations and a development roadmap.
:::note
**Not finding the expected answer. Finding the question that deserves to be solved.** Discovery can stand on its own, and you can use that knowledge with your own team or with other partners. When Instfy has the capacity to help build the next stage, we turn what we discovered into a project. See the [assessments by industry](#/assessments).
:::
## Strategy & Business {#estrategia-negocios}
Structuring, developing and transforming businesses.
**Services:** strategic planning, business models, new ventures, feasibility studies, positioning, go-to-market, innovation, business transformation, growth planning and development of new revenue streams.
## Products & Services {#produtos-servicos}
Creating, developing and evolving products and services.
**Services:** research, concept design, value proposition, modeling, MVP, validation, pricing, experience, revenue model, launch and evolution of products and services.
## Technology, Software & Digital Products {#tecnologia}
Development of custom technology solutions for businesses.
**Services:** systems and software, web platforms, apps, SaaS, portals, CRMs, management systems, marketplaces, e-commerce, dashboards, APIs, integrations, databases, infrastructure, UX/UI and digital products.
We work from defining requirements and architecture through development, deployment and ongoing evolution of the solution. **The decision starts with the problem, not the tool:** sometimes building means integrating, automating or adapting an existing technology.
## Artificial Intelligence & Automation {#ia-automacao}
Applying AI and automation to processes and products.
**Services:** AI agents, copilots, intelligent customer service, process automation, AI for sales, marketing and operations, data analysis, document processing, knowledge bases, integrations with AI models and development of proprietary solutions.
Our criterion is always the same: **what value does this create?** Also see [Instfy AI](#/instfy-ai).
## Brand & Communication {#marca-comunicacao}
Building and developing brands and communication systems.
**Services:** brand strategy, positioning, branding, visual identity, naming, storytelling, corporate communication, campaigns, content, social media, public relations, presentations, sales materials and internal communication.
## Marketing & Growth {#marketing-growth}
Strategies for acquisition, relationship, conversion and growth.
**Services:** marketing planning, media, performance, demand generation, acquisition, funnels, CRM, marketing automation, growth, relationship, retention and growth strategies.
We look at the complete journey: **attention, interest, consideration, conversion, experience, retention, referral and value.**
## Sales & Business Development {#vendas}
Structuring and developing sales operations.
**Services:** sales strategy, sales processes, prospecting, CRM, team structuring, sales channels, partnerships, distribution, representation, sales intelligence and B2B, B2C and B2B2C market development.
## Data & Intelligence {#dados}
Structuring information for analysis and decision-making.
**Services:** business intelligence, dashboards, KPIs, analytics, research, market intelligence, benchmarking, data structuring and results tracking systems.
Data is not the goal. Better decisions are. Also see [Instfy Data](#/instfy-data).
## Operations & Efficiency {#operacoes}
Structuring and improving the operational capacity of businesses.
**Services:** processes, productivity, automation, operational structure, sourcing, procurement, vendors, supply chain, cost reduction, standardization, operations integration and readiness to scale. For day-to-day management, see [ERP Instfy](#/introduction).
## Expansion & New Markets {#expansao}
Developing new paths to growth.
**Services:** geographic expansion, internationalization, entry into new markets, franchising, licensing, distribution, representation, new channels, strategic partnerships and development of new business units.
Our international presence and network also connect markets, suppliers and partners. But every expansion starts with a question: **why this market?**
## People & Organization {#pessoas}
Structuring the people and capabilities needed to execute the strategy.
**Services:** organizational design, team structure, roles and responsibilities, governance, management processes, culture, and structuring partners and expert networks.
## Finance & Modeling {#financas}
Economic and financial structuring of businesses and projects.
**Services:** financial modeling, pricing, unit economics, revenue structure, projections, feasibility studies, investment analysis, economic planning and support in structuring projects for investors.
## Execution & Project Management {#execucao}
Beyond defining what needs to be done, Instfy can take on structuring and coordinating execution.
We assemble the teams needed, select specialists and vendors, coordinate technology and production, control schedule, budget, deliverables and KPIs, and integrate the different areas of the project. See [how we work](#/how-we-work).
## Measurement & Evolution {#mensuracao}
We track the impact of the solutions implemented and identify the next moves.
**Services:** defining KPIs, tracking results, performance analysis, optimization, continuous improvement and new development cycles.
We do not measure just to prove it worked. We measure to discover **what worked, what did not work and why.**
## How we work
**Discovery > Diagnosis > Direction > Project > Execution > Measurement > Evolution.**
Clients do not need to know in advance which services to hire. First we understand **what they want to build and what really needs to happen**. Then we bring together the capabilities needed to make it happen, with a core team that understands the whole, sets the direction, finds the capabilities, integrates the parts, ensures execution and tracks the results.
## What we believe
- Every business is unique, because the combination of people, timing, market, resources, goals and context never repeats.
- Apparent problems are not always the real problems.
- Understanding better is usually worth more than acting faster in the wrong direction.
- Strategy requires choices.
- Technology should serve the business, not the other way around.
- Customers do not experience marketing, technology, sales and operations separately. They experience a single business.
- Good ideas need to survive execution.
- Learning is part of the delivery, and no solution should become a permanent certainty.
That is why our work does not start with "which service do you want to hire?". It starts with: **"what do you want to build?"**
## Frequently asked questions
### Where does a project with Instfy start?
Usually with Discovery, a strategic analysis of the business that identifies problems, opportunities, risks and priorities. From there we define what needs to be done and put together the capabilities to execute.
### Do I need to hire every service area?
No. Each project combines only the areas that the business needs, defined through Discovery. There is no standard team for every client.
### Does Instfy execute or only recommend?
It executes. Beyond defining what needs to be done, Instfy can structure and coordinate execution, assembling teams, selecting specialists and vendors and integrating every area of the project.
### How do I request a proposal?
Write to relationship@instfy.com and tell us what you want to create, transform, develop or expand. The first step will be understanding your business.
## Next steps
:::related
assessments, instfy-onboarding, how-we-work, methodology
:::
**Instfy. We develop solutions for business.**