Project Intake Form
Hi everyone!
bsimon_personalsuggested I post this question here, so I'm hoping someone has something they use!
Does anyone have an app that they use for the project intake process? We're trying to develop a way to better capture requests for new solutions (both QB and non) and ask all the right questions up front so we have a better idea of what we're getting into, weighing out the costs, etc., before we just start doing a full discovery and building. We've noticed a tendency of running with ideas without first really weighing out the costs and seeing what software/solutions already exist that could be used, and we're trying to rein it all in. I'm thinking a form that asks things like the below and then enables us to do follow up, create estimates, etc. Thanks!
- What is the problem you are trying to solve for?
- What solutions have you explored?
- What other systems are used for the process where integration may be needed? How frequently would those integrations/syncs need to happen?
- Who are the stakeholders?
- How many users will need access?
- Who will support the solution?
- Have you budgeted for this/what is your budget?
