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Software a Medida
Inteligencia Artificial
Diseño Web
Marketing Digital
Posicionamiento
Blog
Contacto
Español
English
Français
العربية
Hablemos
Discovery Meeting
Project Name
Company name
Website
Contact email
Industry
Technology & SaaS
Legal & Law Firms
Healthcare & Medical Clinics
Financial Services & Accounting
FinTech & Investment Platforms
Insurance & Claims Management
Construction & Field Operations
Real Estate & Property Management
Retail & E-commerce
Wholesale & Distribution
Logistics & Transportation
Manufacturing & Industrial Operations
Energy & Utilities
Telecommunications
Hospitality & Tourism
Education & Training Institutions
Government & Public Sector
Non-Profit & Foundations
HR & Staffing Agencies
Professional Services (Consulting, Agencies)
Marketing & Media
Automotive & Mobility
Agriculture & Food Production
Security & Surveillance
Blockchain & Web3
AI & Data Platforms
Internal Corporate Operations (Custom ERP/CRM)
Startup / New Venture
Other
Countries or places or operation
What triggered this project right now?
What problem is solving?
Is there a hard external deadline?
Yes – regulatory
Yes – contractual
Yes – market launch
No
Not defined
Is this project driven by growth, risk reduction, efficiency, compliance, or innovation?
Revenue growth
Cost reduction
Operational efficiency
Risk mitigation
Compliance requirement
Competitive pressure
Digital transformation
New business model
Other
If this project is NOT executed in the next 6 months, what happens?
What critical business decisions must this system support?
How will success be measured numerically?
Describe ONE real workflow from start to finish
Where does friction happen today?
Manual repetitive steps
Duplicate data entry
Missed deadlines
Lack of visibility or reporting
Poor communication between teams
Compliance risk
Too many disconnected tools
Human dependency on specific individuals
Data inconsistency
No automation
Other
Where does the current system break in that value chain?
Explain what is failing right now.
What is IN SCOPE for this project?
What is explicitly OUT OF SCOPE?
What business capabilities must NOT be disrupted?
Which business areas will this system impact?
Sales
Operations
Customer Support
Finance
Management / Leadership
HR
Compliance
Field Teams
External Partners
IT
Other
What must be true 90 days after launch?
What must be true 12 months after launch?
What is the core value chain this system must support?
What data entity should become the single source of truth?
Number of active users today
Expected users in 12 months
Estimated monthly vol (cases / orders / projects / records)
Estimated concurrent users at peak time
Primary System Type Needed
CRM / Client Management
ERP / Operations Platform
Workflow & Task Automation
Document Management
Billing & Financial Control
Reporting & Business Intelligence
Mobile Application
AI Automation
Integration Platform
Custom Internal Tool
Is this system replacing an existing platform?
Yes - full replacement
No - partial replacement
No - new system
Not sure
Will legacy processes need to coexist during transition?
Yes
No
Not sure
Will existing data need migration?
Yes
No
Not sure
Primary data source today
Excel / CSV files
Existing software platform
Database export
Email records
Paper / scanned documents
Mixed
Required integrations
Google Workspace
Microsoft 365 / Outlook
Calendar sync
Accounting software
Payment gateway
Cloud storage
External APIs
AI processing
Other
Data sensitivity level
Low – internal operations
Medium – client/customer data
High – financial/legal data
Very High – regulated data
Does the system require role-based permissions?
Yes
No
Not sure
Is full audit tracking required?
Yes
No
Not sure
Will external users access the system?
No – internal only
Yes – clients
Yes – partners
Yes – public users
Not sure
Is mobile access required?
Desktop only
Responsive web sufficient
Native mobile app required
Not sure
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