Get Requirements

  1. Client type
    1. New
    2. Existing
  2. Who will use the new functionality
    1. Number of users
    2. Positions
    3. Do they have access to the system currently? If so, how
      1. Remote
      2. On site
      3. Laptop/Mobile
    4. Do they need special security vs other users
  3. Do they need reporting
  4. Convey budget constraints vs. future proofing
  5. Server access
    1. Do we have access to the environment?
      1. Full
      2. Restricted
    2. Can we install software
      1. Yes
      2. No
      3. Yes with permission
    3. Do we need to document access