How engagements work

The stages of a WebBrook consulting engagement — from first enquiry through discovery, technical walkthrough, and findings delivery.

Facilitator presenting notes to a small working group

Consulting for EdTech platform engineering follows a predictable rhythm so learning teams can plan around term pressure. This page explains what happens between first contact and the final written pack.

Stages

  1. Enquiry and fit check
    You describe the platform, tools, and decision. We confirm whether the work is advisory, integration counsel, migration support, or a release review — and decline politely if it is not.
  2. Proposal and calendar hold
    You receive a short proposal with scope, fee, and dates. A deposit may reserve the start window for larger packages.
  3. Discovery workshops
    We meet product and learning-design leads to surface goals, constraints, and known incidents from the last teaching period.
  4. Technical walkthrough
    We examine architecture, environments, and tool connections with your engineers or administrators. Sandbox access helps but documented diagrams can substitute early on.
  5. Findings and clarification
    You receive a draft, then a final pack, plus a clarification call. After that window, further work is a new engagement.

What we ask of you

  • A single coordinating contact who can gather access and schedule workshops
  • Honesty about known outages, failed integrations, and political constraints
  • Advance notice of census dates, exam boards, and vendor freezes

Natural next actions

Browse consultations for the package that matches your need, or send an enquiry if you are unsure which stage of work you need first.