Stategy 3- Step Process

Stategy follows the following approach to managing customers implementations.
We recommend that users following the self-implementation route also follow these phases.


Mainly consisting of collaborative discovery and development of any custom applications or connections required for your business.


This is where we tune the system to your specific business needs. The simpler your business & automation needs are, the quicker this phase is completed.

Testing & Training

Before training your staff on the new system, we will be sure to test any business specific customizations to ensure data accuracy.

Refined design

Refined design

Although functionality is key, we are conscious that most business systems seriously lack an intuitive user interface. We hope you enjoy the refreshingly modern interface of your Stategy enviroment.

Easy to customize

Easy to customize

Looking to build a specific report? No worries, you have advanced reporting functionality at your fingertips! Custom dashboards, reports, notifications & automations; all made easy.

Extreme Security

Extreme Security

Stategy is only hosted on servers that are ISO27001:2013, PCI-DSS certified, SOC 1 type II and SOC 2 type II attested.

Contact Us

Email: [email protected]

Vancouver: +1 (778) 653-STAT

Seattle: +1 (206) 207-STAT

San Mateo: +1 (650) 627-STAT 

New York: +1 (929) 209-STAT

Toll Free: +1 (855) 531-STAT

Los Angeles: +1 (424) 414-STAT
Pheonix: +1 (623) 263-STAT
London U.K.: +44 (0)2038 352022

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