Our Process

Data Management Solutions Tailored to your Business

A Strategic Approach

At ümlaut, we don’t just sell products, we work with you to learn about your business and apply custom solutions for your data management. Our strategic approach to your data journey uses methodologies backed by 20 years of industry experience and developed with some of Australia’s most successful wealth management companies.

Begin your data journey with our Discovery Program 

The Discovery Program is a series of consultations with ümlaut’s experienced data specialists where we map out the specific goals and scope of your project. Custom data management solutions are designed for your business-specific needs using a strategic four-step approach.

We help you:

  • Investigate your data systems and processes
  • Identify problems and draft solutions
  • Implement a data management plan that works for your business
  • Improve your business’s efficiency by proactively managing data and maximising opportunities

 The Discovery Program ensures the project plan serves your organisational goals, be it increasing revenue, email signups, or creating efficiencies that save you time. We want your entire investment in the final project to be well-utilised and for you to see a return.

How does the Discovery Program work?

During a series of consultations, our data management experts provide:

  • Expert analysis of your organisation’s existing processes
  • Discovery of process ‘gaps’, and areas of improvement (matching of applications to environment for optimal cost-efficiency and productivity)
  • Implementation including rollout of application and training
  • Custom software solutions development to reduce costs and improve efficiency of document workflow

What Can I Take Away from the Discovery Program?

Upon completion, we will have documented your business goals and provided a plan for achieving them.

Think of this like you’re hiring an architect to draw up the plans for a building. Once you have those plans and estimates, you can make a better decision on how and when to execute the project.

At the end of the sessions, you own the plans. We can then execute the plan for you, you can hire someone else to do it, or we can project manage your existing resources. Our goal is to bring clarity to this decision, but there’s no obligation on your part either way.

What does the Discovery Program Cost?

The Discovery Program is billed at an hourly rate and usually takes between five and ten hours, depending on the scale of the project.

But here’s the best part – if you choose to have ümlaut execute the project for you, the Discovery fee will be discounted from the project balance.

I Already Know What I Want – Can we Skip the Discovery Program?

In order for us to provide an accurate quote, we need to understand your business requirements and the full scope of an intended project. This way we can avoid surprises for either party. This process puts a value on our years of experience in building successful online businesses, and how that can positively impact the planning stages of your project. For this reason, we require all new clients to partake in the program.

Let’s Get Started! Book a Consult with a Specialist

Don’t watch your business stagnate due to poor data management – let our experienced consultants partner with you to drive efficiency and growth in your business. Call us on 1300 80 95 80 or BOOK A CONSULT online with one of our data experts today.




Facebook Twitter Linkedin


133 Alexander Street
Crows Nest NSW 2065

PO Box 199
Crows Nest NSW 1585