Initial call
Clarify the business problem, current tools, users, deadlines, and whether OCBS is the right fit.
Process
A practical path from messy information to a maintainable system.
OCBS starts with the business problem, validates the source data, scopes the simplest useful system, and documents what is delivered so the business can understand and maintain it.
Engagement steps
Scope is controlled before anything is built.
Data review
Review sample files, reporting pain points, definitions, and the current source of truth before recommending a build.
Systems assessment
For complex work, a paid assessment defines risks, data structure, expected workflow, and practical options.
Proposal
Agree on deliverables, assumptions, access, timeline, ownership, handoff, and support boundaries.
Staged build
Build the data foundation, workflow layer, reporting layer, and automations in controlled stages.
Handoff and support
Provide documentation, review how the system works, and define ongoing maintenance or checkup needs.
Entry offer
Systems assessment before major build work.
A paid assessment is appropriate when the data is messy, the workflow crosses multiple tools, or the right solution is not obvious. The goal is to reduce guesswork before a larger project is quoted.
- Current files, reports, and workflow review
- Source-of-truth and data-quality findings
- Recommended path: cleanup, reporting, database, automation, or no custom build
- Scope boundaries, risks, and next-step proposal outline
Support
Systems should remain understandable after launch.
Documentation
Definitions, assumptions, file locations, workflows, and maintenance notes are documented at a level appropriate for the project.
Maintenance boundaries
Support is scoped so updates, small changes, data refreshes, and troubleshooting do not become open-ended obligations.
Backups and ownership
Local-first systems should include practical backup expectations and a clear understanding of who owns the operating data.