Software Scoping Checklist

General Business Understanding

What are the primary goals the company hopes to achieve with the software? What are the biggest pain points or challenges in the current workflow? Who will be the primary users of this software (roles and departments)? What is the estimated scale of operations (e.g., number of employees, projects, and locations)? Are there existing systems or software in use? If so, what are they?

Project and Workflow Insights

What are the critical tasks or processes the software must handle? Are there any specific industry regulations or compliance requirements the software must address? What are the key milestones in a typical project lifecycle for your company? Are there recurring tasks or patterns that could benefit from automation?

Functional Requirements

What are the must-have features? What are the desired optional features? Do you need integrations with other software? Should the software include mobile or offline capabilities for on-site use?

Data Management

What type of data will the software need to manage? How is this data currently stored and accessed? Are there existing datasets that need to be migrated to the new system? Do you require any reporting or analytics features? If so, what kind of reports?

User Experience and Access

How many users will need access to the software? What levels of access or permissions are required for different user roles? Are there any specific user experience preferences or accessibility needs?

Timeline and Budget

Are there any deadlines or time-sensitive goals for this project? What is the allocated budget for this software? Are there phases or milestones to deliver the software incrementally?