Service guides / Web & mobile apps
Pilot planning · Web & mobile appsCustomer enquiry forms: pilot planning
Try a bounded sample before expanding the work. Start with required enquiry fields and routing rules and plan a validated submission and receipt flow.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- required enquiry fields and routing rules.
- Proposed result
- a validated submission and receipt flow.
- A decision to resolve
- failed submissions that appear successful.
This is a planning example. It does not describe a completed client engagement.
Pilot planning for this project
- Choose a small part of required enquiry fields and routing rules with an independently checkable result.
- Produce a validated submission and receipt flow on that sample and record review corrections.
- Include failed submissions that appear successful 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 failed submissions that appear successful 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.