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Email : moreinfo@incortech.com

The IncorTech Client Advantage: Consulting from the Start

You’ll experience our IncorTech Client Advantage™ project management methodology from our first meeting forward, because we believe in consulting from the start. Practically every technology company will tell you they have a project management methodology – but in reality, such plans are rarely followed because the processes are too onerous, too complex, and too expensive.

Consulting from the Start

When you choose to begin your software evaluation with IncorTech, you’ll see that we follow our processes all the way through consulting and support – because they begin with our first meeting, before you buy. Our engagements begin with a one-hour no-obligation evaluation meeting where together we fill out the project’s success criteria, mutual expectations and timeline using our IncorTech Client Advantage Software Evaluation Worksheet. We can ascertain very quickly whether our software and services will meet your expectations – or not, and we have a clear game plan for moving forward – or not. We want to be your consultant – right from the start.

Our 4C Promise

Our IncorTech Client Advantage methodology exists to achieve four simple goals, which we refer to as our “4C promise.” Our goals are to form a partnership with you that will:

  1. Reduce Complexity
  2. Increase Communication
  3. Ensure Clarity
  4. Arrive at Consensus

Put another way, we keep it simple, keep everyone in the loop, and keep everyone comfortable with the way we’re moving forward. With the IncorTech Client Advantage, everyone is an active participant in making the project a success.

Right-sized Project Management Methodology

Right-sized Project Management Methodology

Once you become a customer, you’ll see that the IncorTech Client Advantage™ project management methodology applies the right amount of detail for each project. The Incortech Client Advantage gives us the flexibility to be “lean and mean” on smaller projects, and structured and sophisticated on larger projects – while maintaining transparency, accountability and forward progress on projects of any size.

For each step in the IncorTech Client Advantage process, we have defined specific tools, milestones, activities and deliverables that will enhance the project by providing a smooth experience and predictable results. The methodology is specifically designed to provide frequent, transparent communication and ensure that every person involved in the project understands how they will be contributing to the project’s overall success. This leads to better controls on project costs than our competition. Our long-term partnership is focused on continually improving the alignment of your processes and technology to empower your people and adapt to each new challenge your business encounters – ensuring greater profitability. To facilitate this transparency, we are happy to sign a mutual Non-Disclosure Agreement (provided by you or us—whichever you prefer).

How Is IncorTech Different?

We choose clients with care because we are more than a "provider of software and services" to them. It takes a partnership to successfully co-manage an implementation. It takes a partner with "skin in the game" to be a trusted advisor in areas that affect much more than the software running on your computers.

We do our absolute best to propose a best-fit solution for every prospective client, and that includes referring you to a competitor if we don't think we’re the right fit. Our motivation for doing this is that we get many of our clients by referral.

One of our goals is to help you be more in control of your professional services expenses and the amount of time needed from your team during a software implementation:

  1. We offer flat-rate proposal options. A flat rate proposal guarantees you will know your software implementation costs but does require a clearly defined scope of work. In order to produce that scope of work, you'll need to agree to a consulting engagement, called a Needs Analysis, that will produce a document that you can use whether you move forward with us or another solution and service provider.
  2. Our standard proposals include detailed descriptions of services so that you know exactly what we are promising to deliver. No mysterious estimate ranges, just a bottom-line price based on years of experience and hundreds of successful implementations.
  3. Our Consultants utilize a "Consultant Visit Verification" form for onsite services so that you'll have written backup for site visits with an authorized signature. Further, we use "change request" forms for handling requests not defined in the original project scope, further reducing unexpected costs.
  4. Project management and your success: At IncorTech, we are members of the Project Management Institute and we put PMI best practices to use in order to improve communication and keep projects on time and on budget. Our proposal clearly indicates the expected number of (weekly) project status meetings and this invaluable tool can make a huge difference in the success of your implementation.

Accounting Software Sales, Service and Support

IncorTech is a leading Sage Software Partner, Intuit QuickBooks Enterprise Solutions Provider and CRM Solutions Provider with a proven track record.

Since 1998, we've committed to helping businesses succeed by incorporating technology.

IncorTech is proud to serve organizations throughout Southern California, The United States and beyond.

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Contact Us

Corporate HQ - Riverside / San Bernardino: 10721 Business Drive, Fontana, CA 92337
Los Angeles: 5757 Century Blvd, Suite 700, Los Angeles CA 90045
Orange County: 5405 Alton Pkwy Ste A228, Irvine CA 92604
San Diego: 9450 Mira Mesa Blvd, Ste C531, San Diego CA 92126
San Jose: 3333 Bowers Ave # 130, Santa Clara, CA 95054
Las Vegas: 2300 W. Sahara Ave., Las Vegas, NV 89102


Phone: 888 - 200 - 4171

Email: moreinfo@incortech.com