Customer journey

From programme design to an evidence-backed decision.

Follow one coherent operating journey through planning, delivery, MEAL, reporting and management intelligence.

  1. 1Plan
  2. 2Implement
  3. 3Collect
  4. 4Validate
  5. 5Measure
  6. 6Report
  7. 7Learn
  8. 8Decide
01

Step 01

Create the programme context

Establish the organization, project and accountable delivery model before data collection begins. Country and sub-national geography are configured per programme—new countries are added as your programme needs them, not pre-loaded for every country in advance.

Learn this in the Learning Centre →
AVAILABLE
04

Step 04

Govern the budget

Keep planned and actual resources linked to the project and the work they enable.

AVAILABLE
05

Step 05

Coordinate Direct and partner delivery

Keep Direct Implementation distinct from each Implementing Partner while enabling authorized consolidation.

Learn this in the Learning Centre →
Lead organizationDirect ImplementationPartner APartner BAuthorized consolidated view
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06

Step 06

Collect programme data

Use Native Forms and supported data sources to capture records in the right project and implementation context.

Learn this in the Learning Centre →
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07

Step 07

Validate before accepting

Apply Data Quality checks, evidence, review and authorization boundaries before a number becomes an institutional claim.

Learn this in the Learning Centre →
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08

Step 08

Measure indicator progress

Compare targets and actuals, preserve disaggregation and make insufficient data visible instead of fabricating certainty.

Learn this in the Learning Centre →
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11

Step 11

Learn and decide

Deterministic Intelligence identifies performance, delivery and financial signals; provider-backed responses require approved configuration, and authorized people remain accountable.

AVAILABLE

Evidence boundary

Public wording follows accepted proof—not roadmap momentum.

Results frameworks, indicators, workplans, budgets and activities

Accepted platform foundation.

AVAILABLE

Direct Implementation and Implementing Partner contexts

Distinct governed implementation models.

AVAILABLE

Data Quality, authorization, audit and evidence workflows

Core governance remains part of the platform.

AVAILABLE

Salesforce and Airtable integrations

Accepted Integration Hub connectors.

AVAILABLE

Power BI / Excel data feed and Generic REST API connector

Token-authenticated outbound feed, plus a bidirectional connector for any external system reachable over HTTPS.

AVAILABLE

Kobo inbound connector

Accepted connector; customer credentials and provider configuration are required.

AVAILABLE / CONFIGURATION REQUIRED

ODK remote connector

Accepted connector; customer credentials and provider configuration are required.

AVAILABLE / CONFIGURATION REQUIRED

DHIS2 connector

Accepted connector; customer credentials and provider configuration are required.

AVAILABLE / CONFIGURATION REQUIRED

Variable-depth country geography

Country packages and core browser flows are proven; live PostgreSQL and remaining boundary/multi-actor evidence stay pending.

AVAILABLE

Programme starter content and new-project instantiation

Fifteen starter packs, including the importer, preview and version governance behind creating a new project from one.

AVAILABLE

Deterministic-first Intelligence

Performance, delivery, financial and evidence-aware decision surfaces are implemented; live AI-provider behavior depends on approved configuration.

AVAILABLE