IT & Custom Software Questionnaire — Principal Works Group

1. Business problem & outcome

Organization

Your role

Initiative stage

Desired timing

What business problem should the technology solve?

What would make this engagement successful?

2. What are you considering?

3. Users & workflow

Primary users

Approximate user / transaction volume

Describe the current or desired workflow

4. Integration requirements

List what the solution must exchange data with, how, and under what constraints.

Known interface pattern

Data timing

Name the systems / products to be integrated, if known

What data must move between systems?

5. Current technology landscape

Known stack / platforms

Hosting preference / constraint

Existing source code?

Internal technical team?

6. Data, security & compliance

Known security, privacy, regulatory, validation, or accessibility requirements

7. Client team & decision-making

Who will own the relationship, make decisions, and work with PWG day to day?

Primary point of contact — name

Primary point of contact — title / role

Primary point of contact — email

Phone (optional)

Executive sponsor — name / role

Decision-maker / final approver

Client technical lead

Procurement / legal contact (if already known)

Who will be available day to day?

POC decision authority

8. Timing & engagement

Separate the consulting start from the target production date so discovery, architecture, build, integration and rollout can be planned realistically.

When would you like the engagement to begin?

Expected engagement duration

Preferred level of effort

Target production / go-live date

Other hard deadline or milestone

What drives the target date or milestone?

9. Delivery & operations

Desired first deliverable

Post-launch need

Budget, procurement, technology, vendor, or other constraints

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