At Cetera, we practice a structured approach for client engagement, which is geared towards optimizing the engagement experience, simultaneously ensuring complete requirements' mapping, leading to end-to-end solution offering.

From our initial meeting through project completion, Cetera works with you to identify goals, develop implementation timelines, measure progress, and meet your objectives. The process begins with a business survey to identify your needs and goals. Once we have had the opportunity to evaluate your requirements, we develop a custom proposal that outlines the programs and services designed to meet your specific requirements.

Engagement Proposal – Cetera develops and presents a detailed proposal based on your requirements outlining the programs and services recommended for you business. The proposal includes the following:

► Scope, deliverables

► Schedule

► Price

► Resources

► Process

► Assumptions, background

► Client Requirements

Pricing Options - Cetera offers a variety of pricing options ranging from fixed fee project pricing to incentive based pricing. You choose the option that best fits your financial requirements and makes the most sense for your business. Pricing options include:

► Project fee

► Hourly rate

► Retainer

► Retainer plus % of improvement and/or equity

► Percentage of improvement or equity

Periodic Progress Reviews - Throughout the process, Cetera meets with members of your team to review project progress and insure that we are meeting the objectives defined in the proposal within the timeframes specified. During these reviews we will identify and revisions that may be required or any additional needs that are uncovered as we proceed with implementation.

Close-out Review - Once the project is complete, Our project team with you to insure that every aspect of the engagement meets or exceeds your expectations. The project isn't complete until you agree that we have delivered our services as defined in the proposal.

How can we partner with you? Call (919) 609-2749 to speak with a Cetera Solutions Architect or e-mail info@teamcetera.com

let us partner with you.

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