Strategy Before Software
A successful implementation starts with a rock-solid plan. Our Discovery Sessions are designed to de-risk your project by creating a comprehensive strategic roadmap before any development begins. This is the single most important investment you can make in your project's success.
Strategy Before Software
A successful implementation starts with a rock-solid plan. Our Discovery Sessions are designed to de-risk your project by creating a comprehensive strategic roadmap before any development begins. This is the single most important investment you can make in your project's success.
Browse Discovery Packages
What to Expect From Your Session
A collaborative workshop to align on goals and define the path forward.
Define Objectives & KPIs
We work with your key stakeholders to set clear, measurable business goals for the project.
Deliver a Strategic Roadmap
The session concludes with a detailed Scope of Work document, project timeline, and a fixed-price proposal.
Define Objectives & KPIs
We work with your key stakeholders to set clear, measurable business goals for the project.
Map Key Processes
We map your current-state and future-state processes to identify bottlenecks and opportunities for automation.
Prioritize Features
We help you prioritize features for a phased rollout, focusing on "Must Haves" vs. "Nice to Haves" for maximum initial impact.
Map Key Processes
We map your current-state and future-state processes to identify bottlenecks and opportunities for automation.
Prioritize Features
We help you prioritize features for a phased rollout, focusing on "Must Haves" vs. "Nice to Haves" for maximum initial impact.
Define Objectives & KPIs
We work with your key stakeholders to establish clear, measurable business goals for the project.
Prioritize Features
We help you prioritize features for a phased rollout, focusing on "Must Haves" vs. "Nice to Haves" for maximum initial impact.
Deliver a Strategic Roadmap
The session concludes with a detailed Scope of Work document, project timeline, and a fixed-price proposal.
Map Key Processes
We map your current-state and future-state processes to identify bottlenecks and opportunities for automation.
Deliver a Strategic Roadmap
The session concludes with a detailed Scope of Work document, project timeline, and a fixed-price proposal.
Discovery Packages
Choose the session that's right for your project scope.
Choose the session that's right for your project scope.
Essential
A half-day remote session ideal for single-app (e.g. CRM only) or small team implementations.
Pro
A full-day remote session for multi-app (e.g. CRM + Books) or complex business process requirements.
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Onsite
A multi-day workshop held at your location for an immersive, hands-on strategic planning experience.
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Customer Success
Customer Success
Trusted by hundreds of customers across a variety of industries.
Trusted by hundreds of customers across a variety of industries.
We’re honoured to be working with passionate people and organizations who are redefining the impact they can have in their world, and ours.
We’re honoured to be working with passionate people and organizations who are redefining the impact they can have in their world, and ours.
"This marks a transformative leap for ChannelSight, propelling us closer to our strategic vision"
"We’ve achieved significant operational improvements, empowering our team to serve partners and customers more efficiently and effectively. Moreover, the interconnected system fosters a holistic understanding of each customer, unlocking new perspectives and strengthening relationships."
The team at CBOSIT went above and beyond! They took the time to really understand our workflows and what mattered to us.
The result? A seamlessly integrated system that feels familiar but catapults our operations into the future with incredible efficiency and scalability.
"Through targeted solutions, CBOSIT successfully addressed the core challenges impacting our efficiency …"
CBOSIT implemented a multi-pronged approach that delivered a seamless customer experience and optimized operations. Here's how each step addressed the pain points:
" Partnering with CBOS was a transformative decision. We now have a unified, efficient, and collaborative operations..."
CBOS not only provided RAK UK with a powerful new platform but also empowered their users and ensured the technology served their specific needs.
"This marks a transformative leap for ChannelSight, propelling us closer to our strategic vision"
"We’ve achieved significant operational improvements, empowering our team to serve partners and customers more efficiently and effectively. Moreover, the interconnected system fosters a holistic understanding of each customer, unlocking new perspectives and strengthening relationships."
The team at CBOSIT went above and beyond! They took the time to really understand our workflows and what mattered to us.
The result? A seamlessly integrated system that feels familiar but catapults our operations into the future with incredible efficiency and scalability.
"Through these targeted solutions, CBOSIT successfully addressed the core challenges impacting Mumford & Wood's efficiency"
CBOSIT implemented a multi-pronged approach that delivered a seamless customer experience and optimized operations.
" Partnering with CBOS was a transformative decision. We now have a unified, efficient, and collaborative operations…"
CBOS not only provided RAK UK with a powerful new platform but also empowered their users and ensured the technology served their specific needs.
"This marks a transformative leap for ChannelSight, propelling us closer to our strategic vision"
"We’ve achieved significant operational improvements, empowering our team to serve partners and customers more efficiently and effectively. Moreover, the interconnected system fosters a holistic understanding of each customer, unlocking new perspectives and strengthening relationships."
"The team at CBOSIT went above and beyond! They took the time to really understand our workflows and what mattered to us."
"The result? A seamlessly integrated system that feels familiar but catapults our operations into the future with incredible efficiency and scalability."
"Through these targeted solutions, CBOSIT successfully addressed the core challenges impacting Mumford & Wood's efficiency and paved the way for a smoother customer journey…"
CBOSIT implemented a multi-pronged approach that delivered a seamless customer experience and optimized operations.
" Partnering with CBOS was a transformative decision. We now have a unified, efficient, and collaborative operation that positions us for continued success…."
CBOS not only provided RAK UK with a powerful new platform but also empowered their users and ensured the technology served their specific needs. This holistic approach paved the way for a more efficient, collaborative, and future-proof operation, setting RAK UK on the path to continued success.
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Join the CBOSIT community.
Stay in the loop. Get our latest insights, tips, and updates right in your inbox.
Join the CBOSIT community.
Stay in the loop. Get our latest insights, tips, and updates right in your inbox.