Service guides / SaaS development

Project enquiry brief · SaaS development

Training portals: project enquiry brief

Turn the planning decisions into a useful enquiry. Start with course outlines and enrolment rules and plan a learner enrolment-to-completion journey.

Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.

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The project in view

Start with
course outlines and enrolment rules.
Proposed result
a learner enrolment-to-completion journey.
A decision to resolve
completion records changing with course versions.

This is a planning example. It does not describe a completed client engagement.

Project enquiry brief for this project

  • Describe why you need a learner enrolment-to-completion journey and who will use it.
  • List the available course outlines and enrolment rules; mention anything still missing.
  • Flag completion records changing with course versions as an open scoping question. Include timing, budget range and the person available to review the work.

Questions to answer together

  • What outcome matters, and what is the current obstacle?
  • Which examples can be shared for initial scoping?
  • What budget range, target date and review availability should be considered?

What to have at the end

A concise enquiry with a proposed outcome, source pack, open decisions and timing.

Record the decision on completion records changing with course versions 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.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.