Business Problem
- What process are you trying to improve?
- What is slow, manual, duplicated or hard to control today?
- What result would make the project successful?
- Is there a deadline or business event driving the work?
Project Readiness
You do not need a finished specification to start.
A good first conversation is easier when the customer can explain the problem, users, current systems, data, security needs and desired outcome. Use this checklist to prepare.
Users
- Who will use the system?
- How many users are expected?
- Where do they work—office, field, shop floor or customer site?
- What roles and permissions are different?
Current Systems
- What software, spreadsheets or databases are used today?
- Which systems must remain?
- Which systems need integration?
- Is legacy data expected to move into the new solution?
Devices & Connectivity
- Web browser, Windows, tablet, phone or multiple device types?
- Is offline operation required?
- Are cameras, scanners, signatures or other device features needed?
- Are there site/network restrictions?
Security & Data
- Does the project require SSO or MFA?
- What information is sensitive?
- Are audit logs or approval history required?
- Are there customer, regulatory or internal security standards to evaluate?
Commercial & Support
- Is there an expected budget range?
- Who approves the project?
- Does procurement require an NDA, MSA, PO or vendor onboarding?
- What support and hosting model is expected after launch?