MembersDesk
Start with the platform. Scope what is specific.
Discuss the requirements that make your organisation different, alongside the capabilities already available in MembersDesk.
Describe the situation first
Show the workflow, the people involved and the outcome you need. A concrete example is more useful than an initial list of custom screens.
Check the existing fit
Review the platform and optional modules before defining additional work. Separate configuration, content organisation and genuinely specific development.
Examples to discuss
Your requirements might call for a specialised dashboard, sector-specific document types, a CRM or database connection, or a particular access workflow. Review each against existing capabilities before defining custom development.
Agree the boundaries
For tailored work, define the expected behaviour, acceptance criteria, maintenance responsibilities and its relationship with future platform updates.
Start with your organisation
Bring one real challenge to the conversation.
Tell Julien who takes part, what they share and where the process becomes difficult.
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