Service guides / SaaS development

Scope & boundaries · SaaS development

Training portals: scope & boundaries

Define the outcome before requesting a price. 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.

Scope & boundaries for this project

  • Select one end-to-end user journey for the first release. Define account roles and who owns each record.
  • Use “a learner enrolment-to-completion journey” as the proposed deliverable; confirm what is included in that description.
  • Resolve this boundary early: completion records changing with course versions.

Questions to answer together

  • Who uses the result, and what decision does it support?
  • Which part of the current process is included?
  • Which exceptions and adjacent tasks are excluded?

What to have at the end

A bounded scope with an owner, an intended result and explicit exclusions.

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.