Service guides / SaaS development
Pilot planning · SaaS developmentCustomer portals: pilot planning
Try a bounded sample before expanding the work. Start with sample customer records and access rules and plan a customer login and record-view journey.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- sample customer records and access rules.
- Proposed result
- a customer login and record-view journey.
- A decision to resolve
- cross-customer data access.
This is a planning example. It does not describe a completed client engagement.
Pilot planning for this project
- Choose a small part of sample customer records and access rules with an independently checkable result.
- Produce a customer login and record-view journey on that sample and record review corrections.
- Include cross-customer data access in the pilot; do not expand the scope until its treatment is agreed.
Questions to answer together
- Which sample includes both routine work and an exception?
- What time, correction and completeness measures will be recorded?
- What finding would require changing the scope before continuing?
What to have at the end
A pilot plan with a representative sample, review date and continuation decision.
Record the decision on cross-customer data access alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.