Before You Start
Business Requirements
- ☐ Clear problem statement documented
- ☐ Business objectives defined and measurable
- ☐ Key stakeholders identified
- ☐ Success criteria established
- ☐ ROI expectations documented
Current State Analysis
- ☐ Existing systems and tools documented
- ☐ Data sources identified
- ☐ Integration requirements listed
- ☐ Current pain points cataloged
- ☐ User workflow documentation
User Requirements
- ☐ User types/roles defined
- ☐ User stories or use cases documented
- ☐ Access and permission requirements
- ☐ Mobile/remote access needs
- ☐ Training requirements considered
Technical Considerations
Security & Compliance
- ☐ Regulatory requirements identified (HIPAA, SOC 2, etc.)
- ☐ Data privacy requirements
- ☐ Authentication/authorization needs
- ☐ Audit logging requirements
- ☐ Data retention policies
Infrastructure
- ☐ Hosting preferences (cloud, on-premise, hybrid)
- ☐ Scalability requirements
- ☐ Uptime/availability needs
- ☐ Backup and disaster recovery
- ☐ Performance requirements
Vendor Selection
Evaluation Criteria
- ☐ Industry experience
- ☐ Technical expertise relevant to your project
- ☐ Communication and project management approach
- ☐ References and case studies
- ☐ Ongoing support capabilities
Questions to Ask
- ☐ Who will work on my project?
- ☐ How do you handle scope changes?
- ☐ What is your development methodology?
- ☐ How will we communicate during the project?
- ☐ What happens after launch?
Budget & Timeline
Budget Planning
- ☐ Development budget range established
- ☐ Ongoing maintenance budget allocated
- ☐ Contingency for scope changes
- ☐ Training and rollout costs
- ☐ Infrastructure/hosting costs
Timeline Factors
- ☐ Hard deadlines identified
- ☐ Stakeholder availability confirmed
- ☐ Dependencies on other projects
- ☐ Testing and feedback cycles planned
- ☐ Rollout strategy defined
Ready to Start Your Project?
We can help you work through this checklist and plan your project properly.
Schedule a Discovery Call