Stepwise
Solutions

Different delivery models, one clear process

Whether you build projects for clients or hire vendors to build for you, Stepwise makes delivery transparent.

Software outsourcing & custom development

Scope, changes, person-days and acceptance, all on record

Common problems
  • Requirements keep changing and scope keeps growing
  • Changes and person-days are argued about at billing time
  • Clients keep asking how things are going
  • Acceptance drags on and delays payment
How Stepwise helps
  • Locked versions become the baseline; additions, removals and changes need online approval
  • Agree person-days in the change log and export it to reconcile with the client
  • Clients follow live progress in the portal and get a weekly report automatically
  • Submit finished work for acceptance in one click; clients accept or explain why not, on record
Recommended: Pro and up (weekly client reports, exports)

SaaS implementation & delivery

Several clients at once, without losing the rhythm

Common problems
  • Several clients are being onboarded at once and progress is hard to keep in sync
  • Client requests arrive scattered and are hard to prioritize
  • Every project runs at its own pace, so people are hard to plan
How Stepwise helps
  • One portal per client, where clients raise requirements and bugs themselves
  • Everything lands in the project backlog first, then gets planned into versions and sprints
  • One weekly rhythm for the whole company, settled and rolled over every night
  • Workload shows whether everyone is fully booked each week, so you can rebalance in time
Recommended: Flagship (unlimited projects)

IT services & on-site teams

People everywhere, work and results still visible

Common problems
  • Staff are spread across different client sites
  • Workload and performance are hard to measure
  • Clients do not see what the service delivered
How Stepwise helps
  • Every task and bug has an owner, and hours are tracked automatically
  • KPI scores per role, ranked by week, month and year
  • The weekly client report shows what was delivered and fixed
  • WeCom QR sign-in and project updates pushed to group chats
Recommended: Flagship (includes KPI)

Managing your software vendors

Your vendor runs Stepwise, you follow everything in the portal

Common problems
  • You cannot see how the outsourced project is going until someone reports
  • Requirements changed several times with no record
  • Unclear acceptance criteria lead to disputes
How Stepwise helps
  • Follow progress, raise requirements and report bugs in the client portal at any time
  • Scope changes need your approval, and every one is on record
  • Accept online; when something is wrong, explain why and attach screenshots
  • Receive your vendor's weekly client report automatically
Your vendor creates your portal account, and it does not count toward their seats

Let your clients see every step

Start free, set up your team space in minutes, and invite your team and clients.

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