Watch. Learn. Apply.
Client video tutorials and practical tasks help each role learn the workflow and apply it to their daily work.
HOW BUNYA COMES TO LIFE
Your firm.
A clear path forward.
Start with the work that matters. Agree the plan, build together and help your team put it to use.
Book a Demo ↗
01 / THE BLUEPRINT
See the plan.
Know what comes next.
Map your current processes and explore a clickable model of the proposed system. Agree what the products, connections and workflows need to do before the build.
- Understand client journeys, handovers and existing tools.
- Choose the products and connections that fit your firm.
- Define scope, timing, migration, licensing and responsibilities.
Keep your Blueprint either way. Its cost is credited if you proceed with the build.
02 / BUILD & TEST
Configure it together.
Prove the real work.
Shape workflows, branding, roles and permissions around your firm. Assess source data, agree mapping and validation, and configure the integrations in scope.
Test representative client journeys, outputs and approval points with the people who will use them.
Configuration · Connections · Migration · Testing
03 / LEARN & LAUNCH
Give your team
a confident start.
Pilot before the move.
Confirm outputs, responsibilities and the rollout plan together, with tailored guidance and agreed run-in support.
Built in your Microsoft.
Shaped around your firm.
Your environment
Configure access, records and connected work around your Microsoft foundation.
Your agreed scope
Your agreement defines delivered components, rights, documentation and handover.
Clear ongoing costs
Microsoft licences, usage and agreed support or services remain part of the cost picture.
04 / SUPPORT & IMPROVE
Live is the beginning.
Keep the system useful as your firm’s needs develop. Agree how questions, maintenance and improvements are handled after rollout.
Help with daily use
Define how the team raises issues and accesses guidance and relevant documentation.
Monitor agreed connections
Confirm monitoring and maintenance responsibilities for the services and automations in scope.
Plan the next improvement
Review change requests and agree additional work before extending the system.
Scope, timing, licensing, service allowances and costs are agreed for your firm.
START WITH YOUR TEAM’S WORK