Beezwax | Software Development and Consulting

How can your existing information systems better meet your current business needs and workflows?

This document is intended to help build a body of initial information and to identify key challenges when starting to assess a new project. It introduces many key topics that are helpful to touch on briefly. Note, however, that more comprehensive information about certain areas will very likely be needed further along in the process.

Organization

Organization Name

Website

Primary Contact

First Name *

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Last Name *

This field is required

Title

Phone

Email *

This field is required

Business Context - Please tell us about your business

What are the main industries your organization is involved in?

Please describe your business

What kinds of products or services does your organization provide, and what business niche do you fill in your industry?

What kinds of customers do you work with?

# Users in Org.

# Users on Your Team

# Locations

Is there anything else you would like us to know about your organization?

Existing Systems

What are the main tools and systems that you and/or your team currently use?

e.g. FileMaker (please specify versions in use), QuickBooks 2012, Google Apps.

Do you have an existing system that this new project will enhance or replace?

What are the issues or gaps with your existing systems?

Do you need to integrate the new project with any of these existing systems?

How do you want to integrate them?

Are prior developers of relevant existing systems available to answer questions and provide information?

Please provide more info about such developers

Are there any other current developers that we'll be working with?

How are those developers related to your organization?

In-house

Another firm

Please select all that apply.

Project Information

Tell us, briefly for now, about your project

General Project Preferences

What services are you interested in?

What are your UI design and performance priorities?

Keep UI as simple and cost-effective as possible

Prioritize system performance over all else (including look/feel)

Focus on look/feel over all else (including performance)

Please select all that apply.

Primary designer will be provided by

Client team

Beezwax

What business improvements do you hope to achieve with this new system?

How do you envision the system will achieve these improvements?

Do you have any specific technology preferences for this project?

Please explain any special security requirements

Please explain any performance requirements

Budget and Timeline

What is your expected budget range for this project?

When do you hope to start and complete this project?

Please explain if you have a critical business deadline tied to this project.

What parts of the project are most important to complete by your preferred completion date or deadline?

Project Collaboration

Who on your staff will be involved in creating this system? What areas of knowledge/responsibility will each have?

Do you and other staff members have experience with remote collaboration using conference calls, screen sharing?

Does your team have preferred tools for this type of collaboration (e.g. WebEx, Skype, etc.)?

Are in-person meetings strongly preferred for this project?

Initial discussions

All project meetings

Please select all that apply.

Your Users

Is the system going to be primarily for internal users (e.g. tracking and reporting tool) or external users (e.g. website)?

Internal users

External users

Please select all that apply.

Devices

What types of devices would you like your users to be able use to access the system?

User Types and Distribution

How many admin/core users will access the system?

How many other internal users?

How many external partners?

How many customers?

Where will each type of user be located geographically, and what operating systems will they be using?

Please include users who need to regularly access the system from home or while traveling.

Do users need to be able to view data from the system while offline?

Do users need to be able to edit data from the system while offline?

User Groups and Permissions

Will users be separated into groups/categories for security purposes?

Please list user groups/categories:

For each user group, please list the areas to which they will have Full-Access permissions (View/Edit/Print/Export):

For each user group, please list the areas to which they will have View-Only permissions (no Edit/Print/Export):

For each user group, please list the areas to which they will have Export & Print only permissions (no View/Edit):

User Scenarios/Workflows

Please list the top 3-5 user scenarios and their desired outcomes for each category of user.

For example: Manager reviews report of monthly widget totals in order to determine supply needs for the next quarter.

Data

What is the primary information (data) you need to track or provide information about in the system?

For example: customer requests.

What other things do you need to track in the system?

For example: contacts, invoices, customers, projects, milestones.

Inputs

How do you plan to get data into the system?

One-time data migration from an older system

Ongoing manual data entry

Ongoing file imports from another system

Ongoing integration with other system(s)

Please select all that apply.

Please describe the file format(s) and/or system(s)

Please provide a sample of an import file

If you'd like to provide multiple samples, please archive them into a single file (like a .zip file).

Outputs

How do you plan to retrieve information from the system?

User interfaces

Printable reports

Exports to spreadsheets (Excel/CSV/etc.)

Ongoing integration with other system(s)

On-screen dashboards

Please select all that apply.

Please describe the exports, integrations and/or dashboards

Feedback

How did you hear about Beezwax?

I have read and understand Beezwax's Privacy Policy *

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Needs Assessment for Your Project

Organization

Primary Contact

Business Context - Please tell us about your business

Existing Systems

Project Information

General Project Preferences

Budget and Timeline

Project Collaboration

Your Users

Devices

User Types and Distribution

User Groups and Permissions

User Scenarios/Workflows

Data

Inputs

Outputs

Feedback