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Technology & Software
Guides for planning a software project
Practical guides for the decisions that come before a project starts. Choosing a partner, writing a brief, planning a first version and judging proposals. Each one includes a checklist or a template you can use straight away.
Website projects
Choosing a company, writing the brief, planning a redesign, a move or a second language, and looking after the site once it is live.
How to Choose a Website Development Company
Criteria, first-call questions, a proposal scorecard and a pre-signing checklist.Read the guideHow to Write a Website Project Brief
What to include, goals a company can design for, a copyable template and a worked example.Read the guideWebsite Redesign Planning Checklist
Five stages, from the audit to launch day, with a redirect map example and the mistakes that cost traffic.Read the guideHow to Migrate a Website Without Losing Important URLs
Inventory, mapping, redirects and checks for a website move that keeps its traffic.Read the guidePlanning an Arabic and English Website
Structure, right-to-left layout, Arabic type, content and search settings for a two-language site.Read the guidePlanning a Bilingual English and French Website
Which French, how to structure it, and the details of text, formats and upkeep that get missed.Read the guideCorporate Website Features That Support B2B Enquiries
What business buyers need from your site before they contact you, and what gets in their way.Read the guideHow to Connect a Website to Your CRM
What to capture, three ways to connect, and the checks that stop leads going missing.Read the guideChoosing a CMS for a Business Website
Start from your editors and your content, then compare the kinds of system and test one.Read the guideWebsite Maintenance Responsibilities After Launch
Who keeps the site running, updated, backed up and current once the launch is over.Read the guideMobile app projects
Choosing an app company, writing requirements, sizing a first version, and handling accounts, offline work, notifications and a redesign.
How to Choose a Mobile App Development Company
The evidence to ask for, how the platform choice should be made, and the after-launch questions most buyers forget.Read the guideHow to Write a Mobile App Requirements Document
The sections to include, requirements written as testable tasks, the mobile details most documents miss and a template.Read the guidePlanning a Mobile App MVP
Find the riskiest assumption, cut the feature list, and decide what success means before you build.Read the guideMobile App Development Stages and Deliverables
What happens at each stage of an app project, what you receive and what you are asked to decide.Read the guideWhat to Ask Before Taking Over an Existing App
Accounts, keys, code, backend, data and costs: what to confirm before an inherited app is yours to run.Read the guideWho Should Own App Store Accounts and Source Code
Which accounts, keys and code your business should hold, and how to arrange it from day one.Read the guidePlanning Offline Mobile App Workflows
What to support without a signal, how changes sync, and how conflicts and failures are handled.Read the guideConnecting a Mobile App to Existing Business Systems
The layer between the app and your ERP or CRM, and the questions to answer for each system.Read the guidePlanning Push Notifications and Customer Permissions
What to send, when to ask for permission, and how to keep customers from switching you off.Read the guideHow to Plan a Mobile App Redesign
Evidence first, then depth, then a staged release that existing users can live with.Read the guideCustom software projects
Choosing a partner, writing requirements for a CRM, an ERP or a portal, moving data, and modernizing or rescuing what you already have.
How to Choose a Custom Software Development Partner
When custom is the right route, engagement models compared, eight criteria to evaluate and a contract checklist.Read the guideSoftware Requirements Document Template and Examples
A template to copy, with examples of testable functional and quality requirements and a review checklist.Read the guideHow to Replace Business Spreadsheets With Software
Signs a spreadsheet has become a system, how to choose its replacement, and how to move the data safely.Read the guidePlanning a Legacy Software Modernization Project
Assess the old system, pick a route, replace it in stages and keep the business running meanwhile.Read the guideCustom CRM Requirements Checklist
What to write down before a custom CRM is designed: people, records, process, reports and data.Read the guideCustom ERP Discovery Questions
The questions that turn the idea of an ERP into a first module that can be scoped and estimated.Read the guideClient Portal Features and Requirements
Choose features by the job the portal does, then define access, back-office links and adoption.Read the guideHow to Plan Data Migration and Reconciliation
Decide what moves, clean and map it, rehearse the move and prove that nothing was lost.Read the guideHow to Assess an Unfinished Software Project
Secure what exists, test what works, learn why it stalled, then choose to continue, salvage or stop.Read the guideAI projects
Finding where AI fits, running a pilot, preparing documents, testing answers, keeping people in control and looking after a live system.
How to Identify Business Workflows Suitable for AI
List candidate workflows, score them on five criteria, and choose how much the AI should do alone.Read the guideHow to Choose an AI Development Company
How to tell real capability from a demo, the questions that expose it, and what to settle before you sign.Read the guidePlanning an AI Pilot With Measurable Success Criteria
Scope the pilot, record the baseline, set pass marks before you start and decide in advance what each result means.Read the guideRAG Implementation Checklist for Business Teams
Content, permissions, evaluation, rollout and upkeep for answers drawn from your own documents.Read the guideHow to Connect AI to Your CRM and ERP
What AI can usefully do with your records, how it reaches them, and how to keep control of changes.Read the guidePreparing Company Documents for a Knowledge Assistant
Inventory, owners, versions, structure and access: the document work that decides answer quality.Read the guideEvaluating AI Answers Before Production
A test set, clear criteria, consistent scoring and a bar to clear before real users see answers.Read the guideAI Workflow Approval and Human Review Design
Where a person must approve, what they need to see, and how to keep review from becoming a formality.Read the guideArabic and English AI Assistant Requirements
Dialects, mixed-language messages, content in two languages, right-to-left interface and testing.Read the guideAI Customer Support Implementation Checklist
Which requests to cover, what the AI answers from, how it hands over, and how to roll it out.Read the guidePlanning an AI Voice Agent With Human Handoff
Which calls to automate, how the conversation should behave, and how a caller reaches a person.Read the guideAI Document Processing Requirements and Exceptions
What to specify so that invoices, forms and contracts are read correctly, and exceptions are caught.Read the guideAI Agent Access Permissions and Audit Trails
What an agent may reach and do, how risky actions are approved, and what the record must show.Read the guideAI Prototype Production Readiness Checklist
The work between a convincing demo and a system real users can depend on, as a checklist.Read the guideAI Usage Monitoring and Ongoing Support
What to watch after launch, who watches it, and how to handle model and content changes.Read the guideEcommerce projects
Requirements, product data, pricing, checkout, ERP links, several branches, a move to a new platform and the checks before launch.
How to Connect Ecommerce to ERP and Inventory
Who owns each record, how stock stays right, and what happens when the sync fails.Read the guideB2B Ecommerce Requirements Checklist
Company accounts, agreed prices, fast reordering, credit terms and ERP links, as a checklist.Read the guidePlanning an Ecommerce Replatforming Project
Why you are moving, what the current store really does, what data moves and how to switch safely.Read the guideEcommerce Mobile App Requirements Checklist
Whether an app is justified, what it shares with the store, what only an app can do, and store rules.Read the guidePlanning Account Based B2B Pricing and Catalogs
The kinds of pricing rule, which one wins, where the price is calculated and who sees which products.Read the guideHow to Plan Ecommerce Checkout Improvements
Measure each step, find out why shoppers leave, fix the largest causes first and test the result.Read the guidePreparing Product Data for a New Ecommerce Store
Structure, identifiers, attributes, images and ownership: the data work behind a store that sells.Read the guidePlanning a Headless Ecommerce Project
When headless pays, what you take on, the parts to choose and the decisions that set the cost.Read the guidePlanning Ecommerce Orders Across Multiple Branches
Which stock is sellable online, which branch fulfils each order, and what happens when it cannot.Read the guideEcommerce Launch Acceptance Checklist
The tests and sign-offs that should stand between a finished build and a store open to customers.Read the guideDesign and UX projects
What an audit should deliver, research before building, onboarding reviews, design systems and designing products for Arabic.
What a UX Audit Should Deliver
Findings with evidence, severity, specific fixes and a ranked plan, and how to tell a good audit.Read the guideSaaS Onboarding UX Review Checklist
Define first value, measure the path to it, and review sign-up, first session, invites and emails.Read the guideHow to Build and Maintain a Design System
Start from what exists, build foundations and components in design and code, then govern and maintain.Read the guideArabic RTL Product Design Checklist
Layout, icons, forms, data tables, mixed text and type for apps and software used in Arabic.Read the guideHow to Plan User Research Before Development
Start from the decisions to be made, pick methods to match, and turn what you hear into scope.Read the guide3D and configurator projects
Deciding whether a configurator pays, preparing models, writing product rules, connecting quotes and orders, and running well on phones.
When a 3D Product Configurator Makes Sense
Which products suit a configurator, what the simpler alternatives are, and what drives the cost.Read the guidePreparing 3D Product Assets for a Website
From engineering files to models that load quickly and look right in a browser, step by step.Read the guide3D Configurator Requirements and Product Rules
Options, the rules that link them, pricing, the customer's journey and the output, written down.Read the guideConnecting a Product Configurator to Quotes and Orders
Turning a finished design into a price, a quote and an order your systems accept without retyping.Read the guideMobile Performance Checklist for Interactive 3D Websites
Budgets, loading, frame rate, memory, fallbacks and real-device tests for 3D on phones.Read the guidePlanning and procurement
Phasing a roadmap, writing a request for proposal, comparing the replies, judging a discovery, and settling ownership and handover.
Software Project Handover Checklist
Code, accounts, environments, documents and knowledge: what must change hands, and how to check it.Read the guideSoftware Development RFP Template
A copyable RFP template, with what to ask, what to leave out and how to run the process.Read the guideHow to Evaluate Software Development Proposals
Put proposals on the same terms, read the assumptions, and score what matters to you.Read the guideWhat a Product Discovery Workshop Should Deliver
The decisions and documents a discovery should leave you with, and how to judge them.Read the guidePlanning a Phased Software Development Roadmap
What to build first, how to size and budget each phase, and when the plan should change.Read the guideSoftware Ownership and Handover Questions for Your Vendor
What to ask before signing, so that rights, access and exit are settled while you still have a choice.Read the guideReady to talk about your project
The guides are written so that you can use them with any company. If you would like our view on your plan, these are the three ways to start.
Send us your project brief
A page of notes is enough. We read it, tell you what we would ask, change or cut, and suggest a sensible first step. The scoping conversation is free.
