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Need a Power Bi or Excel dashboard, a bespoke spreadsheet application or a revamp of a current workbook? Something that might be a large project.

You'll need a scope and build session.

scope & Build session

WORKING TOGETHER

Project scopes are the foundation of successful application development and will ensure your work will be completed on time and to budget. All bespoke applications start with a detailed project scoping session and build across a single day.

We're ready to help you

We'll have an online meeting where I gain a full understanding of what your application has to do. We'll discuss all your ideas, the inputs needed and we'll list the purpose of each sheet, table or form to be designed. We'll discover what items (or fields) make up your datasets. We'll then discuss the outputs or reports you'd like to create and what you'd like to see on them.

I'll then go away and work on what you've told me. Sometimes the work can be completed in a day of work. If it can't, then after the day of work you’ll receive a detailed document containing a summary of every part of the application including descriptions of functionality and features along with mockups of the branded designs and reports still needed. I’ll be able to tell you the timeframe to complete the work and provide you with a full cost breakdown.

The scope will keep our project on track and focused as the creative work will have already been done, I just need to get on and build anything outstanding.

I look forward to working with you.

We'll begin with an online meeting where I'll ask you to take me through your current work process so I can understand where your data comes from, what calculations you need to perform and the output needed. You should allow at least 2 hours for this (but maybe longer if your application is complicated).

Afterwards I’ll start to create the design of your application and provide a first build and report. You will need to be available for communication through that day by phone or messenger.

step two: midway

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Choose a meeting time from the calendar you'll be sent on enquiry and secure the session with a 50% deposit.

Please be sure that you allow enough time to do any prep work needed before we meet e.g. for providing sample data, copy and any images that I might need.

step one: beginning

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How we work together

At the end of our first day together I hope to have made good progress with your application. If it isn't already completed then you’ll receive what's been done plus a detailed document containing a summary of every part of the application including descriptions of functionality and features along with mockups of the branded designs and reports yet to be completed. I’ll be able to tell you the timeframe to complete the work and provide you with a full cost breakdown.

Typically, most single task applications and dashboards for a small business can be built in one or two days. Cost would increase if there are complex data source connections or multiple different report layouts to create.

step three: finale

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1-1 scoping meeting where we go through full requirements and workflow

Application build as can be completed in one day.

Detailed document of what work may still be required with prototyping of layout and reports

Follow up meeting to discuss what's been achieved and show you how to use your application. Video walkthroughs as needed.

Timeframe to complete any outstanding work and a full cost breakdown.

30 days of post day support for the work completed