Guides to planning software and website work.
Use these guides to compare your options and prepare a brief: choosing software, requesting a quote, planning a dashboard, briefing a website and checking a system integration. You can use the questions with any developer.
Start with the decision you need to make.
3 guides
Custom software, or off the shelf?
How to decide whether to buy an existing product, connect what you have, or build.
Read the guideWhich business tasks should you automate first?
How to choose a first automation: repetition, access, sensitive information and who approves.
Read the guideWhat to check before connecting business systems
The records, direction, access and failure handling to write down before you commission an integration.
Read the guideRather have the plan written for you?
A Workflow Blueprint is a paid, fixed-fee plan for one business workflow, with a written scope and a build quote.
What a Workflow Blueprint includesThen write the brief.
4 guides
What goes into a custom software quote?
What to write down before you ask a developer for a price, and what a good quote includes.
Read the guideHow to brief a business dashboard
How to brief a dashboard so the numbers get used, starting with the decisions it supports.
Read the guideWhat to include in a small-business website brief
What to gather before you ask anyone for a website price: services, content, domain access and who gets the enquiries.
Read the guideHow to brief an app redesign
How to brief an app redesign: who struggles, which screens matter, and how you will check the result.
Read the guide
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