Company Context
Let's start with some basics.
This helps personalize the estimate. None of this goes anywhere — it's just for the recommendation.
Data Sources
Where does your business data live?
List up to 6 platforms your team uses — accounting, CRM, project management, ticketing, HR, anything. Examples: QuickBooks, HubSpot, Salesforce, ConnectWise, Harvest, Gusto, Jira, Monday.com, ServiceNow, NetSuite.
For each platform, note whether it has an API, export, or is unknown — this affects complexity.
Users & Access
Who needs to see this portal?
Tell us about size and whether any access needs to go outside your company walls.
How many people would log in?
6–20
Managers, department heads
21–50
Broader cross-functional team
50+
Company-wide or large team
Who should have access?
Internal team only
Just our people, behind secure login
Mostly internal, some external pages
1–2 pages visible to clients or vendors
Client-facing portal
Clients log in and see their own data
Portal Content
What data do you wish you could see in one place?
Check everything that applies. This helps us figure out which pages to build first.
💰 Financial performance (revenue, cost, GP%)
🎫 Support ticket status & aging
📁 Project health & milestones
🤝 Client health & coverage
📈 Sales pipeline & CRM activity
⚙️ Operational metrics & KPIs
🔒 Security & compliance status
📣 Marketing & campaign performance
🛠 Something very specific to our business
Reporting & Automation
Tell us about your current reporting pain.
The more manual work involved today, the more value automation delivers.
How much time does your team spend pulling reports manually each week?
Little to none
We mostly look things up as needed
A few hours a week
1–2 people assembling regular reports
Half a day or more per week
Significant time across multiple people
Would you want automated digests or summaries sent to your team?
No — we'd pull from the portal when we need it
Yes — a weekly or daily digest would be great
e.g. Monday morning summary email to leadership
Yes — multiple recurring automations
Different digests for different teams or use cases
Business Logic
How do you measure success in your business?
We need to understand if your metrics are straightforward or if there's custom logic we'd need to replicate.
Do you have custom calculations or formulas we'd need to build?
No — standard metrics are fine
Revenue, cost, hours, counts — nothing unusual
A few custom fields or ratios
e.g. a specific GP% formula or weighted score
Yes — complex multi-step logic
Rules, exceptions, cross-system calculations
Complexity score
SimpleMediumHigh
Ready to talk through next steps?
We'll review the full picture and reach out within one business day to discuss scope, timeline, and a formal proposal.
Contact us →
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