Custom software development brief
Capture the project, users, features, workflows, integrations, data, security, reporting, budget and delivery requirements used to prepare a development scope.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand the Custom Software Development Brief
Capture project purpose, workflows, users, functionality, integrations, data, security, reporting, budget and delivery planning.
Move through the custom software sections
Use the generated section sequence and final Review & Submit step.
Complete Software project name
Enter the working project or product name.
Complete Business name
Identify the commissioning organisation.
Complete Software purpose
Explain what the proposed system must achieve.
Complete Problem to solve
Describe the business problem or risk.
Complete Current process
Explain how the work is currently completed.
Complete Business goals
List measurable outcomes.
Complete User groups
Identify staff, customers, partners, administrators or other users.
Complete Expected user volume
Estimate user numbers and usage scale.
Complete Success criteria
Define how delivery success will be measured.
Complete User roles
List required roles or account types.
Complete Permission rules
Describe what each role can view or change.
Complete Login requirements
Describe authentication, MFA, SSO or access expectations.
Complete Core features
List essential system functions.
Complete Dashboards and screens
Describe required dashboards, pages and data views.
Complete Workflow description
Explain end-to-end process stages and decisions.
Complete Automation requirements
Describe triggers, scheduled actions and notifications.
Complete Third-party integrations
List external services, APIs and systems.
Complete Data entities
List main records and relationships.
Complete Import and export requirements
Describe source files, mapping, CSV/PDF/Excel outputs and migration needs.
Complete Existing systems
Identify legacy systems and dependencies.
Complete Interface style
Describe desired visual and interaction style.
Complete Device requirements
Specify desktop, tablet, mobile or specialist device support.
Complete Security requirements
Describe confidentiality, access, audit, encryption and compliance needs.
Complete Reporting requirements
List dashboards, reports, KPIs and scheduled outputs.
Complete Budget range
Record the available or expected project budget.
Complete Target delivery date
Enter the desired delivery date.
Complete Deadline notes
Explain fixed events, dependencies or phased dates.
Upload process documents
Upload diagrams, policies, process maps or specifications.
Upload screenshots
Provide screenshots of existing systems or desired interactions.
Upload spreadsheets
Provide sample data, calculations or import structures.
Upload examples and references
Provide sample outputs, competitor references or design examples.
Review the custom software brief
Check every section and uploaded-file count before signature.
Confirm authorised use of software information
Select the final consent permitting discovery, development, project and support teams to prepare the scope and plan.