How to prepare for a software consultation
A little preparation helps us understand your business and build a more accurate proposal.
Describe the problem in everyday language
You do not need technical terms. Explain what your staff currently does and where it becomes frustrating or time-consuming.
Bring a real example
An anonymized sample form, spreadsheet, or step-by-step description can help explain your workflow. Avoid sending passwords or sensitive customer data in an initial inquiry.
Identify users and decisions
Who will use the system, what should each person be allowed to do, and what information must managers review?
List must-haves versus future ideas
Separating launch requirements from later enhancements makes the initial project easier to scope and price.
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