How We Work | Clixlogix Technologies

How We Work

Clixlogix’s Process-driven Approach To Your Success

Our process, built to meet your goals at every step!

Proven Track Record
Clixlogix achieves a 99% success rate by following a mature, transparent, and an agile approach that significantly reduces the probability of failure to just 1%. We have put in thought and learned from our 10+ years of experience, continuously improving to achieve better results.
Your goals need to be met, even when scope evolves and changes with each iteration built. We achieve this with our methodical approach with a proactive mindset. The beginning of the approach starts with getting the engagement right so that both clients and Clixlogix can become one in their ways of working together.

Getting The Engagement Right
When you’re working with a vendor to outsource your engagement, oftentimes, these vendors push the clients into rigid models that serve their own interests. According to Deloitte’s 2022 Global Outsourcing Survey, 57% of executives now prioritize outsourcing partners that bring new capabilities and drive innovation versus simply focusing on cost savings.

At Clixlogix – we offer several flexible models that can be inter-switched depending on your needs mid-way or right at the beginning of the engagement.
These flexible models that can be inter-switched depending on your needs mid-way or right at the beginning of the engagement.
89% of prospects that start their engagement with us start with a light touch and then gradually expand as they see results which helps them to reduce risk and maximize value from day one.
Below we break down the engagement models, so that you can compare and choose an engagement approach that you believe best aligns with your business goals.

1. Software Engineering Engagement Models

Full Process Outsourcing Team Augmentation Time and Material Fixed Cost

Dedicated Ad-Hoc

You can rely on a full-service team to manage your project end-to-end, from concept to successful launch. A dedicated team works exclusively on your project, ensuring focused attention and seamless execution. Flexibly access technical expertise as and when your project requires it, without long-term commitment. Only pay for the actual, trackable hours spent on your project, giving you complete transparency and flexibility in costs. Your project is delivered within a set budget, with clearly defined deliverables, so you know exactly what to expect.

Unlock the best outsourcing model for your business with our comprehensive guide. Download our PDF to find the perfect fit for your software engineering project!

DOWNLOAD COMPARISON PDF NOW!

2. Digital Marketing Engagement Models

Campaign Based Approach Team Augmentation

Dedicated Ad-Hoc

Tailored, results-driven campaigns designed to increase your visibility, engagement, and conversions across multiple digital channels. A dedicated team works exclusively on your marketing goals, ensuring consistent strategy, execution, and optimization. Flexible, on-demand access to expert marketers whenever you need to cover specific campaigns or skill gaps, without long-term commitment.

Choose the engagement model that fits your campaign goals. Download our comparison PDF to explore how using the right digital marketing outsourcing engagement model can maximize your ROI.

DOWNLOAD COMPARISON PDF NOW!

Moving Forward, Clixlogix’s Methodology
Now that you’ve chosen your engagement model, we actively collaborate with you to deliver results by aligning every phase of the project to your specific business goals.
Here’s a high-level overview of each phase, from start to finish:

1. Scope Analysis – Setting The Stage
Your project’s success hinges on clear, thorough scope analysis. Depending on the RFP or brief that you share with us, our team gets together to focus on:

Breakdown the scope

Interpret the engagement’s key objectives.

This phase allows our clients to evaluate Clixlogix as a team for the first time. Our focus during the scope analysis phase is to identify potential challenges early and structuring a written outline of the project that is extremely helpful during the estimation phase. We adhere to IEEE standards (such as IEEE 830 for software requirements), ensuring that all functional and non-functional requirements are captured with precision.

With AI-assisted pre-sales analysis, we anticipate potential obstacles and grasp the solution scope a lot better than traditional companies. It also helps us reduce the scope analysis time by over 78% versus earlier.
With AI assisted analysis, our team also has a much better grasp over risks that may stem due to – requirements, market factors and/or technical challenges. This proactive risk analysis allows us to prepare for mitigation strategies as we set the foundation for planning and execution phases.

Deliverables of scope analysis:

Work Breakdown Structure Document

A structured breakdown of project requirements, providing a high level view of deliverables.

Itemized Scope Understanding

Detailed understanding of the deliverables, value propositions, and expected outcomes of the project.

Initial Risk Identification

Itemized list of potential risks and opportunities identified during the review.

Example Itemized Scope Understanding for LLM Integration Project

Feature/Deliverable Description Value Proposition Expected Outcome

User Data Preprocessing Prepares user data to be compatible with the LLM model. Ensures accurate and consistent data for the LLM’s processing. Enhanced accuracy in data input and improved model performance.

LLM API Integration Connects the HR SaaS platform with the LLM API. Provides real-time processing capabilities. Seamless interaction with LLM for rapid data handling and processing.

Chatbot Interface An interactive chatbot for user queries related to HR functions. Improves user experience with instant, AI-driven responses. Increased user engagement and faster query resolutions.

Resume Parsing Module Parses resumes using the LLM to extract key skills and experience. Automates the resume review process and highlights key criteria. Reduced time to review resumes and higher-quality candidate selection.

Interview Question Generator Generates customized interview questions based on job roles. Supports HR teams with targeted interview content. Streamlined interviews with relevant, role-specific questions.

Feedback Collection System Collects feedback from users post-interaction. Gathers insights for continuous improvement. Data-driven feedback loop for enhancing the platform.

Training Module Recommender Recommends training modules based on skill gaps. Provides personalized learning paths. Increased employee engagement and targeted skill development.

Security & Compliance Checks Ensures the integration meets regulatory and security standards Protects sensitive HR data and maintains compliance. Reduced risk of data breaches and regulatory penalties.

Team involved:

Business Analyst

Leads the breakdown of project scope and translates business objectives into technical requirements.

IT Consultant

Offers insights into feasibility and potential integrations, ensuring the requirements are grounded in the right technology.

Business Analyst

Leads the breakdown of project scope and translates business objectives into technical requirements.

IT Consultant

Offers insights into feasibility and potential integrations, ensuring the requirements are grounded in the right technology.

Dive into our in-depth approach to scoping technical requirements & setting project objectives for Software Engineering

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2. Solutioning – Framing Technical Approach
As we finish scope analysis internally, our technical team steps in to translate business analysis into a high level solution blueprint
The technical team focuses on the following key actions:

Identifying gaps or uncertainties within the technical requirements and posing relevant questions.

A high-level T-Shirt Sizing estimation approach, where items are categorized by complexity and effort required (e.g., small, medium, large, XL)

Example T-Shirt Sizing Estimates for LLM Integration Project

Delivery Timeframe Feature / Component Dev T-Shirt Sizing DevOps T-Shirt Sizing Design T-Shirt Sizing

Q1 FY2023 User Data Preprocessing M (10 days / 1 sprint) S (5 days / half a sprint) S (5 days / half a sprint)

Q1 FY2023 LLM API Integration L (20 days / 2 sprints) M (10 days / 1 sprint) M (10 days / 1 sprint)

Q2 FY2023 Chatbot Interface XL (40 days / 4 sprints) L (20 days / 2 sprints) L (20 days / 2 sprints)

Q2 FY2023 Security & Compliance Checks XL (40 days / 4 sprints) XL (40 days / 4 sprints) M (10 days / 1 sprint)

Q3 FY2023 Resume Parsing Module M (10 days / 1 sprint) S (5 days / half a sprint) M (10 days / 1 sprint)

Q3 FY2023 Interview Question Generator M (10 days / 1 sprint) S (5 days / half a sprint) S (5 days / half a sprint)

Q4 FY2023 Feedback Collection System S (5 days / half a sprint) S (5 days / half a sprint) S (5 days / half a sprint)

Q1 FY2024 Training Module Recommender M (10 days / 1 sprint) M (10 days / 1 sprint) M (10 days / 1 sprint)

We adhere to TOGAF (The Open Group Architecture Framework) during the solutioning phase, which provides a structured approach to chalk out a high-level solution architecture. This ensures that all solutions are aligned with industry best practices and are scalable, adaptable, and secure.

When working on solutioning our technical team uses our internally developed AI RFP Processing tool. It’s trained on large volumes of data and helps the solution team interpret scope into technical solutions and also predict challenges. It helps scaffold a lot of information required.
In the solutioning phase, we leverage our internally developed solutioning tool, which incorporates a custom-trained Large Language Model (LLM). This advanced model has been trained to interpret complex project requirements, predict potential technical challenges, and generate high-level solution architectures.

Deliverables of solutioning phase:

Technical Requirements Outline

A high-level technical blueprint outlining the key components, integrations, and architecture required to meet the project’s objectives.

Preliminary Technical Risks

A list of potential technical challenges, along with proposed solutions for mitigating them.

T-Shirt Sizing Estimates

Rough complexity estimations for different project components, helping to plan the next phase of detailed estimation.

Team involved:

Business Analyst

Provides the foundational business requirements and collaborates with the technical team.

Technical Architect

Leads the translation of business requirements into technical solutions, ensuring feasibility and alignment with client goals.

Development Team Leads

Contribute to the technical solution, focusing on the implementation of key components.

Business Analyst

Provides the foundational business requirements and collaborates with the technical team.

Technical Architect

Leads the translation of business requirements into technical solutions, ensuring feasibility and alignment with client goals.

Development Team Leads

Contribute to the technical solution, focusing on the implementation of key components.

Learn how our technical architects frame solutions to deliver scalable and secure software.

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3. Estimation Phase – Quantifying Efforts
Estimation phase is all about turning the requirements gathered so far into quantifiable efforts. With the aid of scope analysis and solutioning inputs, we by this phase aim to cover – technical, functional and business requirements in depth. Stage is all set to build a comprehensive breakdown and present it to you.
Our team’s focus during estimation phase is to:

Ensuring all aspects of the project are covered and confirming the necessary resources are in place to achieve your desired results.

By working with delivery leads, we identify the optimal resource level needed to achieve efficient outcomes.

Finalizing the structured WBS document provides a clear, ranged estimate of the project scope, breaking down efforts by task.

We use historical data and current effort estimates are utilized to forecast costs and timelines. This means we utilize a mix of various estimating techniques to prepare this ranged estimate.

Phase Estimation Technique Description Accuracy

Initiation Analogous Uses historical data from similar projects to create a rough estimate.

3/10

Planning Parametric Utilizes published rates and adjusts them based on project size, improving accuracy.

5/10

Final Planning 3-point Averages optimistic, pessimistic, and most likely estimates for a balanced projection.

7/10

Executing Rolling Continuously refines estimates based on actual project performance and progress.

10/10

Deliverables of estimation phase:

Work Breakdown Structure (WBS)

A detailed task breakdown with assigned resources and estimated efforts.

Team Composition Overview

A document outlining the optimal resources needed for successful project delivery.

Preliminary Cost Estimate

A range of projected costs based on task complexity and resource allocation, offering full transparency.

Example Cost Estimation Worksheet for LLM Integration Project

Item Instances Cost Per Unit Ranged Estimate

Small Story Points 30 $ 80 $ 2,000 – $ 2,800

Medium Story Points 10 $ 160 $ 1,200 – $ 1,800

Large Story Points 2 $ 512 $ 800 – $ 1,200

Extra Large Story Points 1 $ 1,000 $ 800 – $ 1,200

Integrations 1 $ 1,000 $ 800 – $ 1,200

Screens 15 $ 100 $ 1,200 – $ 1,800

Complex Screens 2 $ 600 $ 1,000 – $ 1,400

Infrastructure Work N/A $ 2,000 $ 1,500 – $ 2,500

License Costs N/A $ 5,000 $ 4,500 – $ 5,500

Estimate $ 22,500 – $ 27,000

Team involved:

Business Analyst

Ensures all business and technical requirements are captured and finalizes the WBS.

Development Leads

Provides input to verify the accuracy of resource needs and confirm project analysis is complete.

IT Consultant

Works with the business analyst to finalize cost estimates and prepares a comprehensive presentation for the client.

Business Analyst

Ensures all business and technical requirements are captured and finalizes the WBS.

Department Leads

Provides input to verify the accuracy of resource needs and confirm project analysis is complete.

IT Consultant

Works with the business analyst to finalize cost estimates and prepares a comprehensive presentation for the client.

Discover how we finalize cost and effort estimates to deliver scalable software solutions for the modern application economy.

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4. Client Onboarding
Once the estimation phase is complete, and the cost and timeline breakdown has been shared and approved by the client, we transition into the onboarding phase. This phase is crucial in establishing a clear communication flow between all parties involved, ensuring that both the client and the Clixlogix team are aligned and ready to execute.
The onboarding phase begins with an internal kickoff meeting where our team prepares for the project, followed by an external kickoff call with the client. During this call, we formally introduce the project team, clarify expectations, and discuss the next steps.
Focus areas during onboarding:

We set up structured communication channels between the client and the execution team to ensure transparency, regular updates, and smooth project progress.

Ensures that all stakeholders (internal client-facing & client-side) get to know the client & his goals through the call.

Deliverables of estimation phase:

Team Introduction

A formal introduction of client-facing team members, ensuring the client knows who to reach out to for different aspects of the project.

Team involved:

Production team

Responsible for executing the project and ensuring all deliverables meet quality standards.

Business Analyst

Acts as the intermediary between the client and the production team, ensuring all requirements are clearly communicated & understood.

Project Manager

Oversees the entire project, coordinating timelines, resources, and deliverables while ensuring the project stays on track.

IT Consultant

Provides technical oversight and ensures that the project architecture aligns with the client’s technical requirements.

Production team

Responsible for executing the project and ensuring all deliverables meet quality standards.

Business Analyst

Acts as the intermediary between the client and the production team, ensuring all requirements are clearly communicated & understood.

Project Manager

Oversees the entire project, coordinating timelines, resources, and deliverables while ensuring the project stays on track.

IT Consultant

Provides technical oversight and ensures that the project architecture aligns with the client’s technical requirements.

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5. Project & Team Planning – Laying The Foundation
After client onboarding has been completed, we move into the next phase – Project & Team Allocation Planning. This phase involves- identifying the right talent, collaboration framework and setting up project tracking tools.
Through this phase we ensure that only the best team is finalized and each member has a clear role, understanding of timelines and allocated on the tracking system for project management.
Focus areas during project & team planning phase:

Evaluate project estimation artifacts and plan deliverables based on complexity and commitment needed. A special attention towards the risk identified to ensure that we have guardrails in place while planning delivery.

We strategically select the best experts with proven experience in similar projects based on their past performance along with internal ratings. One of the core focuses our project leads have is on planning for any resource drop-in or drop-outs to ensure no disruptions in planned delivery

Using Kanban like boards, we assign roles for each expert involved in your project to ensure optimal performance. We also define the task tracking KPIs for each team member. In addition to this, we also define the communication platforms, based on client’s preference.

Deliverables of estimation phase:

Team Composition Overview

A RACI breakdown matrix of the assigned team members, their roles, and their expertise.

Collaboration Plan

A structured and transparent communication plan, detailing key points of contact and meeting schedules.

Project Board Setup

A Kanban based tracking and project management system with details of tasks, timelines, and deliverables.

Example Team Composition RACI Matrix

Project Task

Project Manager

Business Analyst

Technical Architect

Developer

DevOps Engineer

UI/UX Designer

QA Engineer

Phase 1: Planning & Requirements

Requirement Gathering A R C I I I I

Scope Documentation A R C I I I I

Technical Feasibility Review R C A I I I I

Phase 2: Solution Design

Solution Architecture Design I I C R I I I

API Integration Design I I C R C I I

Phase 3: Development

Chatbot Interface I I C R I R I

Resume Parsing Module I C R R I I C

Feedback Collection System I I C R I I C

Phase 4: Testing & Quality Assurance

Functional Testing I I I I I I R

Security & Compliance Checks C I R I R I C

Phase 5: Deployment

Infrastructure Setup I I C I R I I

Post-Deployment Monitoring I I C I R I C

Key

R =Responsible: The person who performs the task.

A =Accountable: The person ultimately answerable for the task’s success.

C =Consulted: Those who provide input or expertise.

I =Informed: Those who are kept updated on task progress.

Team involved:

Production team

Understand task breakdown on our tracking / PM system and gear up for the expertise needed.

Business Analyst

Acts as the intermediary between the client and the production team, ensuring all requirements are clearly drafted on the Kanban board & fills any gaps identified.

Project Manager

Oversees the Kanban setup, allocates timelines to allocated experts, and defines important milestones.

Production team

Understand task breakdown on our tracking / PM system and gear up for the expertise needed.

Business Analyst

Acts as the intermediary between the client and the production team, ensuring all requirements are clearly drafted on the Kanban board & fills any gaps identified.

Project Manager

Oversees the Kanban setup, allocates timelines to allocated experts, and defines important milestones.

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6. Project Execution – Delivering Results with Precision
This is where the magic happens! Once the planning for people and deliverables is set up and well understood and agreed by all stakeholders, we start the execution of the project.
During project execution phase we focus on:

This step involves bringing the project to life in a truly Agile fashion. In software engineering, this means designing, developing, integrating, testing and deploying the solution according to the defined scope. While in digital marketing, it involves launching and optimizing campaigns based on performance metrics.

We continuously track progress, ensuring that tasks are completed on time, and that any challenges are addressed proactively rather than a passive approach. We dispatch regular updates on the status of deliverables at a set frequency to keep you in sync with progress.

As a project progresses, risk starts to impact the backlog. This risk is proactively tackled via a Risk Register that is carried forward right from the scoping phase. Senior Staff and Team leads ensure that each risk identified is balanced with a performance or strategic move. For data related risk we strictly adhere to ISO 27001 standards

It’s normal for the scope to evolve. As soon as a change is discovered by our analysts, we begin conducting a Change Impact Assessment to evaluate the effects on budget, timeline, and scope. Where possible – we use techniques like Function Point Analysis to fit changes within the existing plan by optimizing resources. If adjustments are necessary, we proactively share a Cost-Benefit Analysis with the client to seek approval, eliminating last-minute surprises. A proactive approach ensures sync between all stakeholders without disrupting project delivery.

Quality checks are integrated into every step of execution. For software projects, this includes testing at various stages of development. On the other hand, for marketing campaigns, it involves tracking our performance along with competitors and making necessary adjustments.

Deliverables of estimation phase:

Completed Project Deliverables

Whether it’s a functional software product or a digital marketing campaign, the execution phase delivers the planned deliverables. We also provide a regular demo of the progress to clients to seek their feedback depending on the agreed schedule.

Progress Reports for Success Gauging

Regular updates on the status of tasks, timelines, and budget consumptions are delivered daily, weekly and monthly basis. Any adjustments made during execution are provided to clients. This allows us to be truly Agile and gain client/user feedback on progress as we continue knocking out the planned deliverables from each project.

Quality Assurance Reports

Rigorous planning and testing results in identification of faults that are recorded and reported to the project management to ensure the project meets the highest standards.

Team involved:

Production team

Executes the development tasks or campaign strategies outlined in the project plan.

Business Analyst

Ensures that all functional & business requirements are met throughout execution and communicates progress to stakeholders.

Project Manager

Monitors progress, success of team, manages risks, and ensures that all tasks are completed on time and within budget.

Quality Assurance Team

Conducts continuous testing and validation to ensure that all deliverables meet quality and security standards.

Production team

Executes the development tasks or campaign strategies outlined in the project plan.

Quality Assurance Team

Ensures that all functional & business requirements are met throughout execution and communicates progress to stakeholders.

Project Manager

Monitors progress, success of team, manages risks, and ensures that all tasks are completed on time and within budget.

Quality Assurance Team

Conducts continuous testing and validation to ensure that all deliverables meet quality and security standards.

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7. Post-Delivery Assurance
For a decade now, we have outpaced traditional teams with our post delivery assurances, globally. Once the project has been delivered – we make sure your investment in the solution is secure and continues to deliver value expected from it. To achieve this, we offer post delivery assurance to ensure the solution performance is optimal without any exceptions.
Depending on the engagement model finalized, our focus post-delivery is to ensure:

Corrective assurance addresses functional issues, bugs, or errors are detected, whether through user reports or system monitoring. The purpose is to ensure that the software remains stable and operational by quickly addressing any identified issues. Activities include logging and handling errors, resolving bugs, and ensuring minimal disruption to users through a structured support hierarchy (L1, L2, L3).

Adaptive assurance is essential whenever there are external changes—such as updates to regulatory requirements, industry standards, or technology advancements—that necessitate updates. The purpose of adaptive maintenance is to ensure the software remains compliant and aligned with evolving business and regulatory needs. Activities involve updating features, modifying software for regulatory compliance, and incorporating upgrades to deliver high-performance.

Preventive assurance is periodical in nature and ensures that we continuously monitor and add features / hotfixes as required to ensure a high performance from our solutions. Adhering to ISO 27001 standards, we ensure data integrity and risk mitigation. Activities include performance audits, regular security assessments, and proactive modifications aimed at system longevity and stability.

Perfective assurance is iterative and kicks in with user feedback and internal assessments. Its purpose is to ensure the solution remains efficient, user-friendly, and aligned with the ongoing needs of the business. Activities involve code optimization, regular code reviews, and the implementation of enhancements that reflect user insights, thus keeping the software adaptable and responsive.

Deliverables of estimation phase:

Support Hierarchy Plan

Structured L1, L2, and L3 support levels to handle issue resolution efficiently, including routine checks and escalation paths for critical incidents.

Support Desk Setup

Based on hierarchy plan the support infrastructure is setup, ensuring streamlined ticket management and rapid response to user issues.

Stability Reports

Regular assessments of system performance and uptime, which, depending on engagement model may also include an Enhanced Feature Roadmap for planned improvements driven by user feedback and business needs.

Training Materials and KT Documentation

Comprehensive guides, recorded sessions, and FAQs for user training and knowledge transfer, empowering your team to manage and optimize the solution effectively

Training Materials and KT Documentation

Comprehensive guides, recorded sessions, and FAQs for user training and knowledge transfer, empowering your team to manage and optimize the solution effectively

Team involved:

Production team

Conducts maintenance tasks and implements optimizations as per maintenance needs.

Business Analyst

Manages L1 support and gathers user feedback for future enhancements.

Project Manager

Oversees maintenance delivery and ensures alignment with service goals.

Production team

Conducts maintenance tasks and implements optimizations as per maintenance needs.

Business Analyst

Manages L1 support and gathers user feedback for future enhancements.

Project Manager

Oversees maintenance delivery and ensures alignment with service goals.

Learn more about post-delivery support for software engineering, designed to protect your investment & ensure long-term success.

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