Our expert Solution Architects help you build your WorkOS — a work operating system that brings together business operations — within Coda so that your team can collaborate in one unified surface across words, data, and apps.
Together, we create unique ways to run the business, design rituals that help teams work, and transition your current tools and process to increase productivity and quality of work. Learn more about the and previous client solutions we’ve co-created. Challenge
Client is currently...
A successful implementation of Coda at will [TODO] Solution
There are key use cases to cover during this project:
[Template] Client Workflow & Schema in
Key Areas of Value
Stakeholders & Onboarding
The core project stakeholder group at will include:
Given [TODO: DEFINE PRIMARY BUILDER AT COMPANY] prior experience building Coda docs, they are assumed to be the primary participant in co-creation (primarily in the design and solution direction) of the doc and the focus of training during hand-off of the doc.
Coda leverages a “train the trainer” approach to user education, enabling key champions with self serve material and a deep understanding of Coda’s building blocks so they are best equipped to manage the solution long term. Coda will work with workspace owners and Coda champions during the course of the project to guide Coda implementation, and to educate stakeholders on key choices in the process. Once ready for launch, Coda will assist with the development of self-serve documentation on how to use the doc. This may include:
In-doc FAQs and instructions for new collaborators Doc schema architecture mocks to show key workflows within and between docs Access to Coda’s Learn Doc and associated resources. Timeline
We expect these activities to take place over a working days if we kickoff
Architecting ✍️Deep dive
Product roadmap — Prioritize features for each version
Integration/ecosystem discovery and roadmap
Building 🧩Doc Co-Building - Prototype
Feedback
Doc Co-Building - V1
Prioritize Remaining Requests and Issues
User Testing
Client Data Import
Launch 🚀Enablement resource creation
Transition 🔑Closing Meeting, Final Questions, Documentation
Oct 2024
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Nov 2024
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Dec 2024
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Jan 2025
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Feb 2025
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Apr 2025
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May 2025
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Price
$X
All project fees are billed as fixed fee, payable in advance.
Assumptions [TODO: VERIFY CONTENT]
Coda Solution Architect will provide recommendations on the ideal architecture of Customer’s use case in Coda, based on information received during initial discovery conversations. Coda typically engages clients in a “pair programming” approach for the actual doc development, such that Key Champions within the client are deeply familiar with the doc design and best prepared for supporting the doc internally. Once project has concluded, Customer will be responsible for the long term support and maintenance of the created Coda documents. Based on the requirements provided by the client, this proposal has been priced without any import of pre-existing data. Coda can provide best practices for migrating from tools like Google Sheets, but actual manual migration from existing tools will be owned by customer. Though it is not anticipated to be necessary, Coda can provide basic information on usage of our Packs and API infrastructure for migration needs. Much of this can currently be found at . Customer will leverage Coda standard Packs and embed functionality to manage any integration with internal tools. Coda will provide guidance on best Pack or embed for a given use case, but will not develop any custom code or integration. Comments
Feel free to add comments in the content itself or drop general questions, thoughts, or concerns in the table below 👇