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Read the guide → Guides / Useful before you build
Practical guides to automation and software development.
Choosing a development partner, fixing a slow onboarding process or deciding whether to replace a spreadsheet? These practical guides help you compare options, ask better buying questions and turn the problem into a useful project brief.
01 / Read with a project in mind
Start with the decision in front of you.
A useful brief starts with a decisionChoose the question you need to answer.
IllustrativeEach guide helps turn a broad idea into questions you can put in a project brief.
02 / Turn reading into a useful brief
Write down one process and one desired change.
Use these guides to name the current steps, systems and decision owners. The downloadable project brief gives you prompts for inputs, exceptions, budget and review. Fill in what you know; unresolved questions help define the first conversation.
Compare your process with the fictional onboarding demonstration. Ask which parts of a proposed build will actually connect to your systems and what you will be able to review before launch.
Discuss your project/ QUESTIONS, ANSWERED
Before we build.
Which guide should I start with?
Choose the decision closest to your current problem. Use the partner guide when outsourcing a client build, the onboarding guide when work stalls after a signed engagement, and the spreadsheet guide when shared records or approvals are becoming difficult to control.
Can I use these guides to prepare a development brief?
Yes. Record the current steps, systems, users, desired change and common exceptions. Add the person who can review the result and any constraints around access, data or budget. The brief should expose important unknowns as well as describe the intended outcome.
How should I compare software development proposals?
Compare the same deliverables, assumptions, acceptance criteria and operating responsibilities. Check whether migration, deployment, documentation, third-party fees and support are included. A lower headline estimate is difficult to assess if it describes a different scope.
Are the onboarding examples real client results?
The interactive onboarding demonstration uses fictional records to explain a workflow and human review step. It illustrates how a process could work; it is not evidence of delivered client outcomes or measured savings. Use your own records and baseline when assessing a project.
/ NEXT, YOUR CHALLENGE
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