Problem summary / Requirements gathering
- Get a list of workflow issues / problems the client is trying to solve
- e.g. Paper Timesheets, Timesheet Calculations, Scheduling
Problem mapping
- For each workflow issue the client has, map each issue to the probable Remote Flow function
- Once the functions are mapped, determine the Dashboard & Mobile functions required
Company Details
- Retrieve company details
- Name
- Company Name
- ABN
- Address
- Billing Email
- Phone
- Client users
- Employee list
- Contractor list
- Payroll details
- Pay Item / Payroll Categories (e.g. Normal, Overtime)
- Allowances
- Integration details
- Confirm if using a simPRO account
- Confirm if using a MYOB or Xero account