Quorum Pilot Program

Put Quorum to work in a real strata environment.

Phase4 Solutions is preparing to expand controlled pilot use of Quorum with selected strata corporations and property management organizations, targeted for Q1 2027.

Pilot participants will use agreed Quorum capabilities in real operating workflows while working directly with Phase4 on implementation, validation and product feedback.

Pilot participation will be limited and individually scoped.

Controlled adoption

A pilot is not a conventional software trial.

Each pilot establishes the corporation, participants, capabilities, workflows, implementation approach and validation criteria before operational use begins.

Target milestoneExpanded controlled pilot use — Q1 2027
Why pilot

Real workflows reveal what test environments cannot.

The next stage is to validate Quorum within real corporations, operating practices and user experiences while maintaining a controlled scope.

Implementation

Validate whether a corporation can be configured accurately and efficiently for the agreed workflows.

Workflow fit

Confirm that Quorum supports how the work needs to be performed in an operating environment.

Usability

Evaluate whether administrators, chairs, council members and owners can use their respective experiences effectively.

Reliability

Exercise agreed workflows under real operating conditions and identify unexpected states.

Operational support

Validate how Phase4 identifies, classifies, investigates and resolves pilot issues.

Product assumptions

Use operational evidence to challenge or confirm assumptions made during design and development.

Self-managed strata

Bring a real governance workflow.

Suitable candidates are corporations willing to work directly with Phase4 on implementation and structured validation.

  • Identifiable council or administrative participants.
  • A willingness to adopt defined digital workflows.
  • Accurate source information for configuration.
  • Availability for readiness and review activities.
  • An upcoming AGM or SGM can provide a particularly useful validation opportunity.
Property management companies

Start with selected corporations.

Property management pilots are intended to evaluate repeatable workflows without placing an entire portfolio into pilot scope at once.

  • Nominate one or a small number of client corporations initially.
  • Provide staff participation for implementation and review.
  • Compare Quorum workflows with current operating processes.
  • Evaluate consistency, continuity and owner interaction.
  • Expand scope only after the initial workflows have been reviewed.
Defined scope

Start with the workflows that matter.

Pilot does not mean turning on every Quorum capability. Scope is agreed before implementation so the operating outcome can be evaluated.

Corporation
Users & Roles
Capabilities
Workflows
Validation Criteria

Example initial scope

A first pilot might combine the corporate foundation with a complete owner-meeting workflow and one or more controlled request workflows.

Corporate FoundationUnits · Owners · People · Eligibility · Documents
Owner MeetingsPreparation · Proxies · Quorum · Voting · Runner · Results · Minutes
Pilot lifecycle

A controlled path from discovery to review.

01

Discovery

Review current processes, objectives, participating corporation(s), contacts and candidate workflows.

02

Scope

Agree capabilities, workflows, user groups, success criteria, known exclusions and schedule.

03

Implementation

Configure corporation data, people, rules, documents, access and the selected workflows.

04

Readiness

Validate required data, configuration, access, workflow preparation and operational fallback before use.

05

Operational Use

Use Quorum for the agreed real-world workflow with defined support and issue handling.

06

Review

Evaluate outcomes, defects, requirement gaps, usability findings, workarounds and next steps.

Phase4 provides

Direct implementation and product support.

DiscoveryReview workflows and pilot objectives.
Implementation planningDetermine configuration, data and access requirements.
OnboardingConfigure the agreed Quorum environment.
Workflow preparationPrepare the processes being validated.
TrainingPrepare the appropriate administrators and users.
ReviewEvaluate outcomes and feed findings into continued development.
Participants provide

Active participation in the pilot.

Pilot leadAn identified person responsible for coordinating with Phase4.
Operational knowledgeAccess to the people who understand the selected workflows.
Accurate informationReliable source information for configuration and validation.
Readiness participationCompletion of agreed checks before operational events.
Issue reportingEnough information to investigate unexpected behaviour.
Structured feedbackParticipation in agreed review and validation sessions.
Readiness & fallback

Technology should never be the only meeting plan.

Before a time-sensitive pilot workflow such as an AGM, Phase4 and the participating corporation should understand how the process will continue if connectivity, participant access, a device or Quorum itself becomes temporarily unavailable.

Fallback planning is part of pilot readiness—not something invented during the event.

Operational findings are classified.

Not every finding means the same thing.

Product defectQuorum did not behave according to the intended design.
Requirement gapThe workflow exposes a legitimate requirement not currently supported.
Process differenceThe participant performs the work differently from the process Quorum currently models.
Commercial terms

Scoped with each participant.

Pilot scope and commercial terms are established with each participant based on the corporations, capabilities, implementation requirements and duration involved.

The pilot is not positioned as an unrestricted free trial, and Phase4 is not publishing conventional subscription tiers at this stage.

Pilot completion

A pilot has an endpoint.

At the end of an agreed stage, Phase4 and the participant review the outcome and determine the appropriate next step.

ContinueExpandTransitionConclude
Frequently asked questions

About participating in the pilot.

Quorum is under active development and validation. Pilot scope is limited to capabilities Phase4 considers appropriate for controlled operational use.

Expanded controlled pilot use is currently targeted for Q1 2027.

No. It is a scoped implementation and validation program. Commercial arrangements are established with each participant.

No. Pilot scope is agreed before implementation and can focus on specific capabilities and workflows.

Yes. Initial participation would normally involve selected corporations rather than an entire portfolio.

Owner Meetings is a primary candidate for pilot use, subject to implementation and readiness review for the participating corporation.

No. Capabilities included in a pilot are explicitly defined as part of its scope.
Q1 2027

Interested in putting Quorum to work?

Tell us about your strata corporation, property management organization and the workflows you would like to improve.