The talk about the application should be based on the actual process and data examples. This allows you to recognize the dependencies, risks and functions needed in the first version.
Show today's way of working
Prepare a task description and examples of forms, sheets or documents currently used. Delete confidential data and replace them with marked examples. The structure and dependencies, not the actual information of customers, are important.
The company from Warsaw can start cooperation with the workshop, but the material should also be readable for those participating remotely. A structured description of the process remains useful after the meeting when it is necessary to confirm details or return to the decision.
Show exceptions, not just the perfect run
The process can be simple as long as all data is complete and no one changes their mind. Describe the correction, cancellation, non-response and situation requiring a manual decision. These cases may have a greater impact on the scope than the appearance of the main panel.
For example, a valuation application should take into account the change of assumptions after their approval. It is necessary to determine what happens to the previous version and who can accept the new one. Without the same calculation of the amount does not close the process.
Collect External Connection Information
If the system is to exchange data with another tool, please specify its name, supplier and available technical materials. Integration possibilities must be confirmed, taking into account permissions, access conditions and error handling. It is not enough to assume that two programs can be "certainly connected".
Prepare for the first conversation:
- users and their tasks;
- an example of process;
- the types and sources of data;
- the integration required;
- the functions necessary and set-offable;
- how to assess whether the first version works correctly.
Take a step-by-step clarification
A preliminary estimation may require additional analysis or technical sample. This is justified if the range depends on the previously unverified system. It is important to indicate what is not yet known and how this unknown will be explained.
Look. when to choose a dedicated software and The role and state of the process in the application.
