Mike King, October 2022
* Forms
* Workflow
* Notifications
* Modern stack
* Smartphone friendly
* Low code
* Google auth/passwordless/2FA
* Cloud hosted, scalable
* Data warehouse option
* Pull from CMS
* Xero/Quickbooks (optional)
* Hubspot (optional)
| Item | Description |
|---|---|
| Login | Signup/login, oAuth/passwordless |
| Application | Application framework, roles, menus Edit user profile Mobile/smartphone friendly |
| Customer portal | Dashboard To do list Forms (1-12,18) Profile Resources |
| Item | Description |
|---|---|
| Form/Workflow builder | Admin tools to maintain form and workflow definitions |
| PDF builder | Template Editor for rendering of forms to PDF |
| Notifications | Mechanism for invites, reminders, Set up content of emails/SMS/Push Escalation timing setup Digest option |
| Batch jobs | Hourly/daily processing |
| Item | Description |
|---|---|
| CMS integration | Data synchronisation (one way) |
| Workshop admin | Scheduling Status list Batches MLI assembly Bulk download/print |
| User admin | User edit Reset password Login as |
| Admin | Database admin tools |
| Item | Description |
|---|---|
| Audit | Logging Audit trail |
| Infrastructure | Cloud hosting Deployment Cloud document storage |
| Monitoring | Cloud watch Sentry Loggly |
| Week | Deliverable |
|---|---|
| 2 | Agreed scope of work |
| 6 | Application framework |
| 10 | Workshop Forms (1-12,18) |