Professional Customization
Save time and money with a professional customization of your product.
Detailed CustomizationCustomized Products are those that rely on so much 3rd party information (such as servicing - software platform dependent; secondary marketing - hedging strategy dependent) that a generic solution is not in the customer's best interest.
When we prepare a custom project, we don't have to write these products from scratch - we can pull material from literally thousands of pages of inventory material we have developed over the past decades. Some examples are:
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Free "Generic" CustomizationWe provide a basic customization with each product we sell, including
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The Customization Process
Our staff can assist you best once you identify the scope and breadth of the project. Once there is clarity, we enter into a three stage process:
Stage 1 - Project Formulation
Stage 2 - Project Development and Delivery
Stage 3 - Project Finalization
Stage 1 - Project Formulation
- All of the elements of the project are listed
- Client provides all internal elements - software, forms, existing procedures, and other relevant material
- A logical organization of the contents is drafted - resulting in an outline or table of contents
- The scope and timing, based on the contents, is determined
- Contract is executed
Stage 2 - Project Development and Delivery
- The documentation is merged into a full project, based upon initial design
- Demonstration module is assembled and delivered to client to review
Stage 3 - Project Finalization
- The client reviews entire package
- Comments on deficiencies, additions or deletions
- Project is completed
- Project is deployed
- Client takes delivery of all material, media and product