People and content
Identify customers, staff and administrators, their devices and access needs. Agree on approved New Zealand English terminology and the information they need to understand.
New Zealand project planning
Describe the users and the task before choosing the software.
Your actual audience, current tools and operating locations shape a useful first change.
Formats and working times
Confirm accepted address fields, dates, currency display and important operating locations. Agree on meeting and release windows for the actual project dates.
Information and payments
List necessary fields, authorised users, vendors and records. The client and qualified advisers approve privacy, tax, invoicing and other professional requirements.
Current tools and maintenance
Identify the website, spreadsheets, CRM, accounting and other platforms involved. Name the person approving the first result and maintaining it afterward.
Use the information planning questions, payment planning guide and official research links.