Our Consult-and-Build Methodology

Our approach is founded on a collaborative partnership model that ensures the technology we implement is deeply integrated with your business processes and drives measurable value. This is our Consult-and-Build methodology in action.

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Our Consult-and-Build Methodology

Our approach is founded on a collaborative partnership model that ensures the technology we implement is deeply integrated with your business processes and drives measurable value. This is our Consult-and-Build methodology in action.
Get a Free Consultation
Our Commitment: A Partnership for Success

A Partnership, Not a Solution Download

Unlike download-and-go SaaS providers, we don’t stop at providing technology solutions. We partner with organizations to re-engineer business processes, implement the right solutions and ensure they drive measurable value. Our proprietary integration platform, InitusIO, and AI-acceleration tools are embedded within this collaborative framework.

Your Vision, Expertly Executed

This approach is especially critical as companies seek AI-led process optimization but often lack the technical depth or bandwidth to execute successfully. With decades of systems-implementation experience, our team provides end-to-end support, from process analysis to solution deployment, ensuring that AI and automation aren’t just theory, but deliver results in practice.

Enablement Methodology
From disconnected data to manual workflows, we bridge the gaps in your technology stack so your team can focus on high-impact growth.

1. Engagement & Planning

We kick off with initial discussions to learn about your organization and operations, to align on goals and scope, and then develop a blueprint project plan.

2. Requirements Gathering

Through collaborative workshops, we create comprehensive process maps and identify potential use cases.

3. Solution Design & Validation

We develop a formal Solution Architecture and validate our approach with you to ensure it meets your needs.

4. Proposal & Agreement

You receive a final proposal with a detailed quote and SOW, outlining the full implementation roadmap.

5. Solution Execution, QA & Training

Execute and QA the solution and train the business teams.

6. Deployment & Support

Deploy the solution and support adoption.
“To deliver a transformation of this magnitude in just 12 weeks, using InitusIDP, is a testament to the focus and collaboration of both the Zochem and Initus teams. It sets a new standard for what we can achieve.”
Ken Williams
Chief Financial Officer & VP of Administration
Zochem
Read The Story
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The Requirement
Transform the complex, manual order-to-cash process that constrained growth potential and diverted skilled customer service team members to low-value clerical transcription work.
The Solution
InitusIDP was implemented to automatically extract and standardize data from PDFs, feeding a sophisticated, rules-based workflow in NetSuite.
The Result
Near-perfect data accuracy was achieved, over 90% of manual data entry was eliminated for 3,000 orders annually, and the Customer Service team members were elevated to strategic roles in just 12 weeks.

“To deliver a transformation of this magnitude in just 12 weeks, using InitusIDP, is a testament to the focus and collaboration of both the Zochem and Initus teams. It sets a new standard for what we can achieve.”

Ken Williams
Chief Financial Officer & VP of Administration
Zochem

The Requirement
Transform the complex, manual order-to-cash process that constrained growth potential and diverted skilled customer service team members to low-value clerical transcription work.
The Solution
InitusIDP was implemented to automatically extract and standardize data from PDFs, feeding a sophisticated, rules-based workflow in NetSuite.
The Result
Near-perfect data accuracy was achieved, over 90% of manual data entry was eliminated for 3,000 orders annually, and the Customer Service team members were elevated to strategic roles in just 12 weeks.
Read The StoryView All Customer Stories

Implementation Team Expertise

18+

Years of Experience

720+

Projects Delivered

50+

Certified Specialists

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