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Methodology

Four steps.
No surprises.

Every engagement follows the same four-step methodology. The details change by tier. The discipline doesn't.

There are two ways to build software: make it up as you go, or follow a process that's been refined across dozens of projects. The Sage Ideas methodology exists because we've seen what happens without it — and we've seen what becomes possible with it.

Step 01

Discover

Define the problem before designing the solution.

Before any code is written, we map the problem space. What are the business outcomes? What does success look like in 30 days, 90 days, 12 months? What are the constraints — technical, budget, timeline, organizational?

No engagement proceeds to Architect without a signed scope document.

Duration: 1–3 days depending on engagement size

Deliverables

Audit

Asset inventory + assessment framework

Ship / Automate

Scope document + tech stack confirmation

Build

Architecture brief + data model draft + integration map

Operate

Technical health assessment + 90-day priority stack

Step 02

Architect

Design the system before you build it.

Architecture decisions are the most expensive mistakes to fix retroactively. We design before we code. The architecture review is the last checkpoint where scope changes are inexpensive. After this, we're building.

Duration: 1–5 days depending on complexity

Deliverables

System design

Component diagram, data flow, external dependencies

Database schema

Entity-relationship model, RLS policy map

API contracts

Endpoints, request/response shapes, auth patterns

Stack confirmation

Frameworks, services, deployment targets

Risk register

What could go wrong, mitigation plan

Step 03

Build

Production-grade from the first commit.

We don't build prototypes and then rebuild them as production systems. We build production systems from the first line of code — typed, tested, and CI-gated.

Duration: Varies by tier (2 weeks → 12 weeks)

Deliverables

TypeScript strict mode

No implicit any, no unchecked returns

CI/CD active from day one

No "add tests later" — gates run on every PR

Test coverage minimum

Unit tests for all business logic, integration tests for all API endpoints

Code review

All PRs reviewed against architecture spec

Progress updates

Weekly async written summary + available for sync call

Open development

Access to the development branch throughout — no black-box development

Step 04

Operate

Ship, then stand behind it.

Every engagement ends with production deployment, documentation, and a defined handoff. We don't ship and disappear. For ongoing Scale, Operate, and Care retainers (Site Care, Brand Care, Content Care), this step is a continuous loop — monthly deliverables, monthly health reports, continuous improvement.

Duration: Ongoing for Scale, Operate, and Care retainers

Deliverables

Production deployment

Deployed to your infrastructure

Environment docs

Configuration documentation for every environment

Runbook

Common failure modes and resolution steps

30-day bug warranty

Defects only, not new features

Handoff call

Walkthrough + Q&A

Optional Care retainer

Site, Brand, or Content Care to keep momentum

Communication

What you can expect.

Predictable, documented communication. No chasing updates. No wondering where your project is.

Weekly progress updates

Written async summary every week — what shipped, what's next, any decisions needed from you.

Async via Slack or Linear

Day-to-day communication happens async. You have visibility into the work without needing to manage it.

No ghost mode

If something changes, I tell you immediately. Surprises only happen when people don't communicate — we communicate.

FAQ

Common questions.