Service guides / SaaS development
Input checklist · SaaS developmentMulti-branch reporting: input checklist
Prepare a small, representative source pack. Start with branch identifiers and sample transactions and plan a branch-filtered reporting workspace.
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The project in view
- Start with
- branch identifiers and sample transactions.
- Proposed result
- a branch-filtered reporting workspace.
- A decision to resolve
- branch staff accessing other branches.
This is a planning example. It does not describe a completed client engagement.
Input checklist for this project
- Start with branch identifiers and sample transactions. Keep file names and revision dates intact.
- Include an example that demonstrates branch staff accessing other branches.
- Share anonymised samples for initial discussion and identify the owner of the originals.
Questions to answer together
- Which source is authoritative, and which version applies?
- Can a complete example and an incomplete example be supplied?
- Who can approve sharing the files and explain their fields?
What to have at the end
An input register with file names, versions, owners and missing information.
Record the decision on branch staff accessing other branches 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.