1. Select Services Required
Consulting
Software Development
Training
Installation and Deployment
Scoping Workshop
Documentation
Testing
Data Migration
Web Design
Identity Design
Demo Design
Other
2. Describe the service you require
3. Describe the intended users?
Role
Example Actitivity
No. of Users
Super User
All user functions System configuration Set up users Assign Access Rights File Management Content Management
Manager
General user functions File management Content Management Review and Approval
Content Authors
File Management Content Management
Reviewers/
Approvers
Review and Comment Approve or Reject Issue comments and changes
Help Desk
Assign jobs Escalate jobs Issue initial Response
General Users
People Who have View Rights Ability to Complete online forms
Others
4. Desired Business Processes
Customer Relations Management
Business Development
Job Costing and Quoting
Cost Time Resource Planning and Tracking
Time Sheet Writing
HR Managment
Invoicing
MYOB Integration
Training Management
Lessons Learned
Quality Management System
Document Control
Other
5. Desired Platform
Web
Client Server
Desk Top Application
Smart Client
Mobile / SmartPhone
Hosted ( SaaS )
Intranet Portal
Sharepoint
DotNetNuke
Custom
Other
Extranet Portal
Sharepoint
DotNetNuke
Custom
Other
6. Desired Features
Email Notification
SMS Notification
Reports Administration Tools
File Management
Rich Text Editing
eLibrary
eStore
Payment Gateway
Mailing List
Email Marketing
Contact Forms
Calculators
Graphing
Event Management
Task Assignment and Management
7. IT Resource Capacity
We have an IT department
We have an outsourced IT provider
We have no IT resources at this time
8. Network Infrastructure
Windows Server 2003
Standard - Premium
R2
32Bit - 64Bit
Other variants
Small Business Server
Standard - Premium
R2
32Bit - 64Bit
Other variants
Other – Supply details
We have no server software
9. Mobility
Required
yes
no
Number of mobile users
Special remote user requirements
(e.g. disable account if phone reported lost / stolen)
Expected Timeframe
Budget
9. Contact Details
Contact person
First Name :
Last Name :
Contact Email
Contact Number