Phase 1: First Contact with the Client¶

1.1 Introductory Meeting¶

Goal: Understand overall context and decide if we are the right partner.

Key talking points:

Area	Questions to ask
Business model	What do you do? What are your main products/services?
Size	How many employees? Revenue? How many locations?
Current state	Which systems do you use today? What works/doesn’t?
Motivation	Why are you looking for a new solution? Main problem?
Timeline	When do you need go-live? Any deadlines?
Budget	What is the budget expectation?

Output: Meeting notes with the initial understanding of the situation.

1.2 Stakeholder Identification¶

Before further analysis we must know who we will work with:

stakeholders:
  sponsor:
    role: "Managing Director / CEO"
    responsibility: "Budget approval and strategic decisions"
    involvement: "Key milestones"

  product_owner:
    role: "Sales Director / COO"
    responsibility: "Priorities and business requirements"
    involvement: "Weekly meetings"

  key_users:
    - role: "Warehouse manager"
      domain: "Warehouse management"
    - role: "Accountant"
      domain: "Invoicing, reporting"
    - role: "Sales rep"
      domain: "CRM, pipeline"

  technical_contact:
    role: "IT admin"
    responsibility: "Integrations, infrastructure"

Checklist for Phase 1¶

[ ] Intro meeting happened and is recorded
[ ] Meeting notes created
[ ] Stakeholders identified
[ ] Fit confirmed (we are the right partner)
[ ] Next steps agreed

➡️ Continue with Deep-Dive Analysis for phase two.