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) |