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Technology & Software
Planning tools you can use right here
Builders, planners and checklists for the work that comes before a software project. Each one runs in your browser, writes a document you can copy or download and sends nothing to us. Use them with any studio.
Briefs and scopes
Write down what you want built, in a form a studio can price. Start here if a project is still an idea.
Website Project Brief Builder
Answer seven short parts and leave with a website brief any studio can price.Open the toolMobile App Scope Planner
Sort features into first version, later and no, and leave with a scope a team can estimate.Open the toolCustom Software Requirements Builder
Describe the problem, the people and the workflow, and get a requirements outline to share.Open the toolProduct Discovery Brief Template
Write the brief that makes a discovery workshop short, focused and worth its cost.Open the tool3D Configurator Scope Planner
Answer the questions that set the size of a 3D configurator project, and export a scope outline.Open the toolBilingual Website Content Planner
Decide which pages exist in each language, who writes them and how they stay in step.Open the toolAssessments and plans
Decide where to begin and whom to work with. Score a task for AI, phase an ERP, rate a vendor or map the data you will move.
AI Use Case Assessment
Eight scored questions that tell you whether a task is a sound first use of AI.Open the toolERP Module Planner
Place each ERP module in a phase and see a plan that starts where the pain is.Open the toolSoftware Vendor Evaluation Checklist
Rate one vendor on understanding, evidence, terms and exit, and keep a record to compare.Open the toolData Migration Mapping Template
Decide what moves, map one record type field by field, and define how arrival is proved.Open the toolChecklists and questionnaires
Collect the facts a technical team asks for first: for a client portal, an integration between two systems or a move to a new store platform.
Client Portal Requirements Checklist
Tick what your customers need to see and do, and export a portal requirements list.Open the toolIntegration Discovery Questionnaire
Answer the questions an integration engineer asks first, and export them as one page.Open the toolEcommerce Replatforming Checklist
Sort what your store does into keep, replace or drop, and export a plan for the move.Open the toolAcceptance and handover
Decide on evidence at the end: whether an AI pilot passed, whether a release is ready, and whether you hold everything when software changes hands.
AI Pilot Acceptance Checklist
Eight scored questions that turn the end of an AI pilot into a clear decision.Open the toolSoftware Launch Acceptance Checklist
Mark each acceptance line passed or open, and record a go or no-go decision with its reasons.Open the toolSoftware Project Takeover Checklist
Mark what you hold, what is partial and what is missing when software changes hands.Open the toolReady to talk about your project
The documents these tools write are meant to be shared with whoever you choose to work with. If you would like our view on yours, these are the three ways to start.
Tell us about your project
Describe what you want to build and the systems it has to work with. We reply with how we would approach it and which decisions come first. The scoping conversation is free.
