01
ABOUT
PORTFOLIO
Business Overview
What does your company do?
Which department or team will use this system?
Who are the main users of the app/tool?
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Current Workflow
Describe the current process from start to finish
What tools or systems are currently being used?
What parts of the current process are inefficient or frustrating?
What tasks are currently manual that should be automated?
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Desired Outcome
What should this app/tool help your team do better?
What would a successful outcome look like?
What should happen inside the system from a user perspective?
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Functional Requirements
What are the must-have features for launch?
What are the nice-to-have features?
Are there any specific integrations required?
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Data & Integrations
What data needs to be stored or managed?
Are there existing systems to integrate with?
What are the data security requirements?
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Access & Platforms
Who needs access to the system?
What platforms should this support (web, mobile, desktop)?
Are there any accessibility requirements?
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Design & Experience
Are there any brand guidelines or design preferences?
What should the overall user experience feel like?
Are there any competitor designs you like or dislike?
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Project Priorities
What are the most important features for launch?
Are there features that can wait until later phases?
Are there any deadlines or operational pressures tied to this project?
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Final Notes
Anything else the development team should know?
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