Define the workflow
Map users, permissions, data, integrations and key tasks. Decide what belongs in the first release.
Make technology serve a real need.
For teams moving from manual work to software, or launching a customer platform, the first job is to decide what must work well and who will use it.
Map users, permissions, data, integrations and key tasks. Decide what belongs in the first release.
Develop interface concepts and working software in agreed milestones, with review points and acceptance criteria.
Plan testing, deployment, documentation and ownership. Agree maintenance responsibilities and support separately.
Final deliverables, exclusions, third-party costs and milestones are confirmed in the proposal.
Bring your workflow, existing tools, intended users and the tasks causing the most friction.