Users & roles
Who will use the application and what should each role be able to see or do?
You do not need a technical specification. Start by explaining how the work happens today and what should work better.
Discuss your requirementA useful discovery conversation focuses on the business, not on programming languages.
Who will use the application and what should each role be able to see or do?
What happens today, where are the hand-offs and what approvals are required?
What data, documents and records need to be captured, searched or retained?
Who needs to be notified, when should reminders occur and what should be escalated?
What operational views, filters, reports or exports are required?
What existing systems, Microsoft services, email or APIs need to connect?
The requirement is progressively translated into workflows, roles, screens, business rules and application modules.
See the development processScope follows the business requirement. A useful application can be small, departmental or organisation-wide.
A single workflow, team or operational problem.
Multiple roles, approvals, dashboards and reporting.
Secure portals, integrations, administration and broader business rules.
Explain the workflow, the people involved and what needs to improve. IQinsite can help shape the right application around it.