Software needs checklist

Software needs checklist: what should your software do?

Tick everything that applies to your business. When you send it, you get an indicative scope tier, the modules that fit, and the questions we would raise on a discovery call. We also email a copy to you.

It is a planning aid, not a quote, price or delivery date. Prefer to just talk? Contact us instead.

Step 1 of 30 items selected
  1. 1. Your company
  2. 2. What it must do
  3. 3. Priorities

Software needs checklist form

Fields marked with an asterisk are required.

Your company

For example spreadsheets, QuickBooks, a CRM, or paper.

What does your software need to do?

Choose all that apply. Skip anything that does not matter to you. Each group ends with a space to add anything we missed.

Customers & sales
Scheduling & operations
People
Communication
Data & reporting
Compliance & security
Platform & integrations
Content & website
AI
Priorities and anything else

What is not working today? What would a good result look like? A few sentences is plenty.

Overall priority

A rough range helps us suggest the right shape for the work. It is not a quote and it does not commit you to anything.

By sending this, you agree to us using your details to reply, as described in our privacy policy. We keep nothing on the website itself; your answers are emailed to us.