OPSFORM / PROJECT BRIEF

Use this as a starting point. Do not include passwords, private customer data or API keys.

1. Business and main contact:
2. Workflow to improve (start to finish):
3. People and current tools involved:
4. Main bottleneck and a recent example:
5. Exceptions and approval rules:
6. What a successful first release would change:
7. Must-have features / ideas for later:
8. Existing data and migration needs:
9. Systems to connect and account access available:
10. Budget range, timing and any fixed deadline:
11. Who will review and approve the work:
12. Hosting, ownership and support questions:

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