Web app checklist
Start with your current workflow and who will use the system. That is enough for an initial assessment. Sample files, documents and data to import can follow; you can use sample data instead of real records. The better I understand your workflow, the more accurately I can define the screens, user permissions, price and delivery date.
What to know before we talk
This helps me recommend a package and estimate the cost.
Your current workflow
Describe the process from start to finish: who receives requests, enters data and gives approval, and what you use now, such as paper, Excel or a LINE group. You do not need to decide how the system should look yet. Explain the workflow and I will propose a list of screens for you to review.
Who uses the system, and what each person can do
Group users by role, such as owner, sales staff, warehouse staff or customers. Explain what each role should be able to view and edit. Packages are based on the number of user roles and screens.
Integrations you need
Examples include LINE OA notifications, payment processing or software you already use. If your current software has API documentation, include the software name. If you are unsure, explain who needs the data and I will identify the integrations needed.
Reports you want to see
Examples include daily sales, low stock and outstanding tasks. Explain who reads each report and how often. If you already use an Excel report, send a sample.
Budget, target launch date and project contact
Share your budget range so I can recommend a suitable package. Please nominate 1 contact person to review the work and answer questions during development. Larger systems can be built in phases under separate orders.
What to send before work starts
These materials help me design the screens and data structure. You can send them through the chat as they become ready.
The Excel files or forms you use now
Send copies of the files you use. You can replace customer names and figures with sample data; I need to see the fields and calculations. If real data is necessary, I can sign a non-disclosure agreement (NDA).
Screenshots of your current system
If you use software or a website now, send screenshots of the parts you use most and tell me what you want to work better. No system yet? Skip this one.
Documents the system must produce
Send a sample of each document layout, such as quotes, purchase orders or printed reports. This helps me assess how many templates are needed and whether to export them as Excel or PDF.
Data to move into the system
For existing customer, product or member lists, tell me the approximate number of records and file format. I can then include the import in the scope from the start.
Accounts and domain
The system is set up in your account. Cloud, domain and third-party service fees are paid directly to the providers. Let me know if you already have a domain or relevant accounts. If not, I will estimate those costs before work starts.
Can we talk before everything is ready?
Yes. Your workflow and intended users are enough to start a conversation. For a large project or one with unclear requirements, we can begin with system requirements analysis. I will document the screens, data and permissions, create wireframes and an acceptance checklist, then plan the build in phases.
What happens after you send the details?
- Walk me through your current workflow. You can share forms, Excel files or screenshots of your existing system.
- I set out the screens, user permissions, scope, price and delivery date for you to review before payment.
- I build the system and share a link for you to test it with sample data, then make revisions within the agreed rounds.
- I set up the system in your account, hand over the source code and provide the free bug fixes included in your package.
Copy this project brief into the chat
Copy this into the Fastwork chat. Fill in what you know and leave the rest blank.
My business: Work I want the system to help with: What I use for this now (paper / Excel / LINE / current software): Who will use the system, and what each group does: Systems to connect (LINE OA / payments / other): Reports I want to see: Project contact responsible for reviewing the work: Budget: Target launch date: