Working with me.
Four steps in a fixed order, two ways to engage, and the questions procurement asks before the first invoice. One accountable owner from the first call to the last handover session.
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Step 1: Scoping call
Free, no obligation
A conversation about the actual problem, not a pitch. You describe what is not working and what a good outcome looks like. I tell you honestly whether I can help and roughly what it would take.
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Step 2: Discovery
Ends with a written scope
A short, focused look at the data, the systems and the constraint that is really in the way. Discovery ends with a written scope: what will be built or reviewed, what it depends on, and how we will know it worked.
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Step 3: Delivery
Retained or fixed scope
Retained advisory on a standing basis, or a fixed-scope build with a clear end point, whichever fits the work. Either way the person who scoped it does the work and reviews the result.
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Step 4: Handover
Part of every scope
Documentation and working sessions with the people who will own the result, so it runs without me in the room. Handover is inside the scope, not an extra.
Two ways to engage
Retained, or fixed scope.
Most work is one or the other. Some is a fixed-scope build followed by a short retained period while your team takes ownership.
| Term | ARetained advisory | BFixed-scope build |
|---|---|---|
| Shape | A standing number of days per month | A defined deliverable with an end point |
| Suits | Model review, mentoring, a planning cadence | A migration, a forecasting pipeline, an integration |
| Starts | After the scoping call | After discovery and a written scope |
| Reviewed | At agreed points through the arrangement | At the milestones written into the scope |
| Ends when | You decide, at an agreed notice period | The deliverable is handed over |
| Handover | Continuous: notes and artefacts stay with your team | Documented handover written into the scope |
Before procurement asks
The practical questions
How do we engage you?
Directly with Confidirect, or through a contracting arrangement your organisation already uses. The scoping call is where we work out which route is simplest for you.
What does it cost?
Rates depend on the shape of the work, and I would rather discuss them once that shape is clear than publish a number that fits nobody. Ask in the scoping call and you will get a straight answer.
Remote or on site?
Both. I am based in New Zealand and work with clients across APAC and further afield. Time zone differences are not an obstacle for an experienced remote professional.
What happens if you are unavailable, or when the engagement ends?
Every scope includes documentation and a working handover, so the result runs without me in the room. Review notes and planning artefacts stay with your team throughout, not at the end.
Next step
The scoping call is step one.
Thirty minutes on the actual problem. You leave with an honest view of whether I can help, what shape the work would take, and what it would roughly cost.