We begin by meeting with your team to understand your current systems, processes, challenges and goals. This includes reviewing existing workflows, integrations, data sources and business requirements.
Our consultants analyse your processes to identify gaps, inefficiencies and automation opportunities. We then map out potential solutions across platforms such as Make, iMIS, Monday.com and Jotform.
You receive a clear, actionable roadmap outlining recommended improvements, integration options, estimated timelines and investment levels. This ensures full transparency before work begins.
We design optimised workflows and system architectures that align with your business goals—whether that’s automation, improved reporting, better data capture or system integration.
Our team configures and builds your solution, connecting systems such as iMIS, Jotform and Monday.com through Make and other integration methods. We focus on reliability, scalability and clean documentation.
We thoroughly test all workflows, forms, integrations and processes to ensure they work flawlessly. This includes performance testing, error handling and security checks.
We help your team adopt the new tools with tailored training, documentation and support. Our aim is to make the transition smooth and empower your internal users.
Once approved, the solution goes live in your production environment. We closely monitor the initial rollout to ensure stability and performance.
After launch, Data-Insite provides ongoing support, optimisation and continuous improvement. As your needs evolve, we help you enhance, scale and refine your systems.
