By KLEOS LABS TECH · · 3 min read
Begin with the problem
Describe what is difficult today. A school might spend too long reconciling student records. A business may receive enquiries across several disconnected channels. Explain the current situation and who it affects.
Identify the people who will use it
List your main audiences and what each needs to do. Customers, staff and administrators often need different experiences. Include how they will access the solution and any practical constraints.
Separate essentials from later improvements
Write down the tasks that must work on the first day. Keep a second list for useful future additions. This helps create a focused first release without losing sight of the larger ambition.
Bring your existing materials
Gather your brand assets, current documents, sample workflows and any systems the new solution needs to connect with. Share representative examples without including confidential personal data in an initial enquiry.
Be clear about constraints
Include your preferred launch date, budget range and internal decision process. If these are not decided, say so. A good discussion can help you understand the tradeoffs.
Define what a useful result looks like
Describe the improvement you hope to see: a simpler customer journey, fewer repeated tasks or easier access to information. Agree how the finished work will be reviewed.