Knowledge Base

Frequently Asked Questions

Depending on the business goals, challenges and size of the organization, a project scope is typically determined during the initial consultation sessions.

For complex challenges and enterprise clients, we typically recommend an assessment phase at the beginning of the project.

This ensures that we identify and prioritize everything correctly and develop the best solution to meet your goals.

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Our business consulting solutions are designed to be flexible, targeted and modular to solve for countless challenges.

We mix and match our organizational strategy, business process management, instructional design and training programs to develop the perfect solution for your goals.

See “What types of problems does Intelivate solve?”

This varies based on organizational guidelines and the type of travel. This will be outlined in the proposal and final contract.

In the most typical situation, we abide by your travel policies.

In some cases, we build travel costs into the consulting rates. We don’t typically recommend this approach, as it almost always costs you more.

Any travel expenses incurred since the previous invoice will be billed on the next invoice unless they are prepaid or paid directly by a client.

We never add administrative fees or surcharges to travel expenses.

Although we customize just about everything to your business needs and goals, the typical consulting project is started and organized in the following ways:

  • Initial consultation meeting(s) to determine your goals and current business challenges.
  • If we require deeper information before or during building a proposal, we’ll have you sign a mutual NDA (non-disclosure agreement).
  • We’ll develop a proposal that includes a SOW (statement and scope of work), pricing, timelines and any options or recommendations.
  • Once the scope of the project is agreed, we’ll establish you in our systems for effective collaboration. (if applicable). This will also include a regular communications plan and milestone reporting.
  • We’ll work our brilliance to make you and your business shine.
  • Towards the end of the project, we’ll finalize knowledge transfer so the results are sustainable. See: We don’t want to become dependent on a consulting firm. How does Intelivate keep that from happening?

Although we’ll do an official closeout of the project, we’ll always be checking in to ensure that everything is working the way it should and you continue seeing the results you expect.

We want your Intelivate experience to be one you’ll never forget in a good way.

Working with consultants shouldn’t be a hassle. We work with you and your teams to make sure the experience and process are great while working towards your goals and the operations of your dreams.