Our Proven Process
We follow a time-tested, four-step framework designed to minimize risk, maximize adoption, and ensure measurable business outcomes—every time.
Discovery
Understanding Your Business Goals
Every partnership begins with understanding your “why.” We host a free, two-hour strategic assessment session to learn your goals, challenges, and current technology landscape. Together, we define what success looks like and begin crafting a roadmap that aligns business objectives with Microsoft solutions.
Decide
Building the Roadmap
In this phase, we collaborate with your stakeholders to evaluate current processes, data, and systems. The outcome is a detailed, prioritized Strategic Technology Roadmap that identifies where to focus first for the highest impact—balancing quick wins with long-term scalability.
Design
Architecting the Solution
Our solution architects and consultants turn the roadmap into a detailed implementation plan. We document system requirements, design process flows, and build proof-of-concept models to validate the vision before a single line of code is written.
Deliver
Implementing and Supporting Success
We bring your solution to life—deploying, testing, and training your team for a seamless transition.But delivery isn’t the end. We stay engaged post-launch, offering ongoing support, optimization, and user adoption strategies to ensure long-term value and continuous improvement.
TrellisPoint Locations
Serving clients across North America with offices in Ohio and Indiana.
Cleveland Headquarters
6100 Rockside Woods Blvd N, Suite 100 Independence, OH 44131
Clarksville Office
1400 Main St Suite 180, Clarksville, IN 47129
Cincinnati Office
4520 Cooper Rd UNIT 205, Blue Ash, OH 45242