7IM is an investment management firm that helps financial advisors and individuals manage their capital to meet their financial needs. This organization had recently been working with a new approach to customer experience at the corporate level. Because of this refocus, they were looking for a new website that could showcase their new products and services, aligning them with a fresh look that was consistent across all offerings and distribution channels.
7IM was using Sitecore as their CMS, but they wanted to find another alternative for their website. However, based on their requirements and the information we gathered, we were able to give them a demo of Umbraco (CMS solution) in a subsequent meeting.
“We have made great progress since the first meetings, and seeing a realistic demonstration already at this stage was very rewarding and convincing. We decided to change platforms and, thanks to Novicell’s thorough and transparent scoping process, we have been able to see very clearly the direction we were taking from the beginning.”
Zoe Baird, Head of Digital, 7IM
Presentation of the approximate estimate
An important outcome of the first meeting(s) is the gathering of enough information to be able to present a rough estimate. This estimate is a rough idea of what it would cost to build the new website and is based czech republic email list on the information we have at the time. As such, the estimate is only an indication of what it might cost.
Although we spend the first meeting chatting, asking questions, and sometimes demoing the potential new website, there is still a lot of information we don't have at this stage. We are only at the beginning of getting to know the client and what the project requires. The more details, the more accurate the quote will be. Therefore, the first meeting will also include a proposal for the scope of the workshop.
Next step with 7IM: scoping workshop
The workshop is a must in our website development process. The goal is to define the scope of the project and capture the requirements. This will ensure that what you see is also what you get. This thorough approach allows us to analyze the project in great detail and identify the most important risks and the necessary mitigation measures that will help us to deliver a successful project.
After the first meeting with 7IM, we presented a rough estimate that was approved, and agreed to hold a workshop. In the next stage, we will discuss the scope of the goal setting workshop: what it is, the results, and why it is a crucial part of a development project with Novicell.
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