Custom software development brief
Capture the project, users, features, workflows, integrations, data, security, reporting, budget and delivery requirements used to prepare a development scope.
Client Discovery & Project Briefing Portal
Open guide →GuideUnderstand the Custom Software Development Brief
Capture project purpose, workflows, users, functionality, integrations, data, security, reporting, budget and delivery planning.
Open guide →GuideMove through the custom software sections
Use the generated section sequence and final Review & Submit step.
Open guide →GuideComplete Software project name
Enter the working project or product name.
Open guide →GuideComplete Business name
Identify the commissioning organisation.
Open guide →GuideComplete Software purpose
Explain what the proposed system must achieve.
Open guide →GuideComplete Problem to solve
Describe the business problem or risk.
Open guide →GuideComplete Current process
Explain how the work is currently completed.
Open guide →GuideComplete Business goals
List measurable outcomes.
Open guide →GuideComplete User groups
Identify staff, customers, partners, administrators or other users.
Open guide →GuideComplete Expected user volume
Estimate user numbers and usage scale.
Open guide →GuideComplete Success criteria
Define how delivery success will be measured.
Open guide →GuideComplete User roles
List required roles or account types.
Open guide →GuideComplete Permission rules
Describe what each role can view or change.
Open guide →GuideComplete Login requirements
Describe authentication, MFA, SSO or access expectations.
Open guide →GuideComplete Core features
List essential system functions.
Open guide →GuideComplete Dashboards and screens
Describe required dashboards, pages and data views.
Open guide →GuideComplete Workflow description
Explain end-to-end process stages and decisions.
Open guide →GuideComplete Automation requirements
Describe triggers, scheduled actions and notifications.
Open guide →GuideComplete Third-party integrations
List external services, APIs and systems.
Open guide →GuideComplete Data entities
List main records and relationships.
Open guide →GuideComplete Import and export requirements
Describe source files, mapping, CSV/PDF/Excel outputs and migration needs.
Open guide →GuideComplete Existing systems
Identify legacy systems and dependencies.
Open guide →GuideComplete Interface style
Describe desired visual and interaction style.
Open guide →GuideComplete Device requirements
Specify desktop, tablet, mobile or specialist device support.
Open guide →GuideComplete Security requirements
Describe confidentiality, access, audit, encryption and compliance needs.
Open guide →GuideComplete Reporting requirements
List dashboards, reports, KPIs and scheduled outputs.
Open guide →GuideComplete Budget range
Record the available or expected project budget.
Open guide →GuideComplete Target delivery date
Enter the desired delivery date.
Open guide →GuideComplete Deadline notes
Explain fixed events, dependencies or phased dates.
Open guide →GuideUpload process documents
Upload diagrams, policies, process maps or specifications.
Open guide →GuideUpload screenshots
Provide screenshots of existing systems or desired interactions.
Open guide →GuideUpload spreadsheets
Provide sample data, calculations or import structures.
Open guide →GuideUpload examples and references
Provide sample outputs, competitor references or design examples.
Open guide →GuideReview the custom software brief
Check every section and uploaded-file count before signature.
Open guide →GuideConfirm authorised use of software information
Select the final consent permitting discovery, development, project and support teams to prepare the scope and plan.
Open guide →