Vertic’s Implementation Methodology

We challenge convention in everything we do. We want to re-define consulting to be inclusive, responsive, and enjoyable for our clients. We believe in the critical importance of your organisational data and its value to your strategy and team.

Implementation Methodology

We believe that software solutions consist of two essential elements; the “What” and the “How”. The “What” refers to the underlying data model that drives the solution; these are entities, attributes, and relationships that reflect your organisation’s data needs. The “How” describes system processes, workflows, notifications, and automation of actions.

Whilst the definition of your organisation’s system and business processes is critical to the success of any delivery, Vertic’s approach is to initially focus on the data model and its accuracy and endorsement from your stakeholders. We do this because we believe that a precise data model will drive every behaviour of your future-state software solution; this includes reporting, analytics, integrations, as well as automated processes.

Agile versus Waterfall Methodologies

We believe that traditional waterfall methodologies provide the consumer safety and security over scope and pricing, as this is defined at the beginning of the implementation. These methods, however, also restrict the capability of benefiting from the consistent improvements to the underlying digital platforms.

As the scope and solution definition is locked in, clients are not able to take advantage of new features, new requirements, or new learnings for inclusion into the software solution. We have created a project delivery methodology that combines the security of scope definition (and therefore cost) with the flexibility and responsiveness of agile methodologies.

In addition to this, we invest much of our efforts into a working system (rather than a heavy focus on documentation) to allow your users and stakeholder to “touch and feel” your new solution as quickly and regularly as possible.

The “Building a House” Analogy

As described above, we focus initially on defining (and asking you to formally approve) your organisational data model and therefore creating a boundary around the overall project scope. We would like to equate this to building a house to “lockup” stage where the foundation, frames, walls, and roof have been constructed and the rooms defined. When combined with our ideas around providing you with working systems along the way, this means you could “walk through your house and view it” but not yet live in it.

We then develop your system processes and workflows, which can be related to your new house receiving the required furniture to make it “liveable” but they will not change the fundamentals and therefore your costs are predictable and fixed throughout the implementation with Vertic.


“Your data is, by far, the most important asset you will ever have.“ – Vertic



Drives Decisions
Your organisational data is the foundation upon which you make strategic and operational decisions.


Remains Consistent
Your data remains relatively consistent throughout the lifecycle of your organisation, unlike your system processes.


Enables Reporting
Reporting and insight analytics are made possible by intelligently designed and well-informed data structures.

Vertic’s Project Implementation Delivery Services



Project Management

We have taken the best elements from PMBOK, Prince2, and Feature Driven Development to ensure quality of service whilst remaining responsive and agile.


Risk Management

An advanced Salesforce feature that allows a generic organisational email address to feed data directly into Salesforce as Cases that are queued for action by service staff.


Change Management

A knowledge base process, enabling the generation of professionally branded knowledge articles emailed directly to your customers as well as are stored in a Knowledge Library.