People & process
Identify users, roles, tasks, approvals, exceptions, and the outcomes that define success.
CodeScale
Requirements Checklist
Prepare the information needed for a useful scope review.
Discuss your requirementsWhat to define
Data & integrations
List records, relationships, sources, data volumes, reports, and system connections.
Delivery & operations
Specify hosting, security, migration, source code, timeline, training, and support needs.
Prepare for the conversation
01 / NEXT STEP
Describe the problem and the first release.
02 / NEXT STEP
List essential screens, rules, data, and integrations.
03 / NEXT STEP
Capture constraints, priorities, and acceptance criteria.
Define your next step.
Review requirements, responsibilities, and delivery with CodeScale.