Practical guides

Prepare well.
Make better project decisions.

Useful questions and checklists to help you shape a digital project before development begins.

Guide 01

Planning a new business website

Before discussing pages and visual styles, establish the outcomes and information the website must support.

Who are the main audiences?
What should each audience understand?
Which actions matter most?
Who owns and approves the content?
What existing systems or URLs must be preserved?
How will enquiries be handled?

Guide 02

Preparing for a customer portal

A portal touches identity, permissions, records and operational processes. These questions help expose important boundaries early.

Who is allowed to register or receive access?
Which organisation or account owns each record?
What can each type of user see or change?
Which actions require approval?
Where does the authoritative information live?
What should happen when systems disagree?

Guide 03

Identifying a useful automation opportunity

Look for repeated, rules-based work with a clear trigger and outcome—not simply a process people dislike.

How often does the task happen?
What starts the process?
Which decisions are rules-based?
Where are human judgement and approval essential?
What exceptions occur?
How should success or failure be recorded?

Bring us what you know

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