Each of these changes what we would build and how long it takes. A sentence is enough — we go deeper together afterwards.
01 Who will use it — and is anyone outside your organisation? An internal tool and a system your clients, customers or vendors log into are different products. External users bring sign-up, password resets, permission boundaries and a support load.
Who will use it — and is anyone outside your organisation? Our staff only Our staff and our clients Also the public Not sure yet
More about: Who will use it — and is anyone outside your organisation? 02 What are you using today, and are we replacing it? Years of records in a format nobody controls is a project in its own right, so one of our first jobs is proving your data can come out of it cleanly.
What are you using today, and are we replacing it? Paper or nothing Excel or Google Sheets Off-the-shelf software Something built for us before
More about: What are you using today, and are we replacing it? 03 Does anything here answer to a regulator or an auditor? Pharma manufacturing (GMP, 21 CFR Part 11), financial services, insurance, health records and personal data under the DPDP Act each carry obligations on audit trails, retention and validation. Those have to be designed in from the first day — they cannot be added to a finished system.
Does anything here answer to a regulator or an auditor? No Yes — GMP or pharma Yes — financial, RBI or SEBI Yes — something else Not sure
More about: Does anything here answer to a regulator or an auditor? Invoices, GST, payments, payroll, reconciliation and refunds demand a different level of rigour — every figure traceable to a document, and periods that will not close while the books disagree.
Does it touch money? No Invoicing or GST Payments or collections Payroll Several of these
More about: Does it touch money? 05 Does it have to talk to something you don't control? This is the schedule risk nobody can manage. A government portal needs a licensed intermediary; a bank API needs their onboarding; a vendor's closed database needs a licence that is a negotiation, not a download.
Does it have to talk to something you don't control? No Government portal (GST, MCA, Income Tax) Bank or payment gateway A vendor's system Several
More about: Does it have to talk to something you don't control? 06 What happens if it is unavailable for a working day? Going back to paper for a day and stopping a production line need very different things built around them — how much redundancy, how much monitoring, how quickly a restore has to work.
What happens if it is unavailable for a working day? Inconvenient A day's work lost Money lost that day Operations stop
More about: What happens if it is unavailable for a working day? 07 How many users, records and transactions — now, and in two years? We need the order of magnitude, not a precise number. Fifty invoices a month and fifty thousand are different architectures.
More about: How many users, records and transactions — now, and in two years?
08 Who signs this off? Who else can say no? The commonest reason a project goes sideways is not technical. It is a second decision-maker who appears in week six with a different idea. We would rather meet them in week zero.
Who signs this off? Who else can say no? One person — me Me and one partner A committee or board Head office decides
More about: Who signs this off? Who else can say no? 09 Is there a date? What happens on that date? A deadline with a reason behind it — a financial year, a rule change, a trade show, a contract ending — is real and we can plan to it. We need the reason more than the date.
Is there a date? What happens on that date? No fixed date Nice to have by a date Hard deadline
More about: Is there a date? What happens on that date? 10 If we could only build a fifth of this, which fifth? The most useful question here. It tells us what to ship first, and that part is usually the one that starts being useful on its own.
More about: If we could only build a fifth of this, which fifth?