A good starting point when
Spreadsheets and messages have become the main system, and staff repeatedly enter or chase the same information.
What an agreed scope can include
The proposal confirms the exact deliverables before work starts.
- A workflow map, priorities and acceptance criteria
- A prototype for the agreed core journey
- Role-based screens and permissions within the agreed scope
- Agreed reporting, integrations and data migration
- Milestone reviews, deployment and handover documentation
What is quoted or checked separately
- Third-party licences and external API availability are separate dependencies.
- Migration scope depends on the quality and accessibility of existing data.
- New workflows beyond the signed scope require a reviewed change request.
What we need from your team
- Show the real workflow, including exceptions.
- Provide sample data and access through agreed secure channels.
- Make staff available to review the prototype and test milestones.
How you review the result
Test realistic journeys for each agreed user role, reconcile representative data, and sign off the agreed acceptance criteria.