Sample project
Demonstration only. Everything on this page is fictional sample data. It is not linked to any real account or record, and the sample proposals are not real quotes or verified developers.
Sample project: Harbourline Timber Co. (fictional). 10 confirmed, 6 assumptions, 5 need confirmation — across 21 sections.
1. Executive summary Confirmed
Harbourline Timber Co. (fictional) wants a job-tracking and quoting tool to replace spreadsheets across its three yards. (Demonstration data)
2. Business background Confirmed
Fictional timber supplier, 42 staff, three yards, trade and retail customers. (Demonstration data)
3. Current operational problems Confirmed
Quotes are rebuilt by hand in spreadsheets; orders are re-keyed into the accounting system; about 6 hours a week lost to rework. (Demonstration data)
4. Desired outcomes Confirmed
One quote becomes one order with no re-keying; yard managers see today's pick list on a phone. (Demonstration data)
5. Proposed solution Assumption
A web application with quoting, order tracking and pick lists. Off-the-shelf options to be checked first. (Demonstration data)
6. Functional requirements Confirmed
Create quotes from a price list; convert to orders; assign to yards; print or view pick lists. (Demonstration data)
7. Non-functional requirements Assumption
Works on phones and desktops; loads quickly on yard Wi-Fi. Targets to be confirmed. (Demonstration data)
8. User roles and permissions Confirmed
Sales (quotes), Yard manager (pick lists), Admin (price list and users). (Demonstration data)
9. User journeys Confirmed
Sales creates a quote → customer accepts → order is created → yard manager picks and marks complete. (Demonstration data)
10. Required features Confirmed
Quote builder, order status board, pick lists, customer records, price list upload. (Demonstration data)
11. Integrations Assumption
Export to the company's accounting package. Which package and what data is required is unconfirmed. (Demonstration data)
12. Data requirements Confirmed
Customers, products, prices, quotes, orders. Existing spreadsheets to be imported once. (Demonstration data)
13. Security considerations Assumption
Sign-in for staff, role-based access, backups. Hosting location to be confirmed. (Demonstration data)
14. AI functionality Needs confirmation
Whether AI-drafted quotes from emailed requests are wanted is undecided. (Demonstration data)
15. Suggested technology considerations Needs confirmation
Left to developers to propose; no stack has been chosen. (Demonstration data)
16. Project scope Confirmed
Quoting, orders and pick lists for three yards. Excludes the website shop and payroll. (Demonstration data)
17. Deliverables Assumption
Working application, data import, staff handover notes. Training scope to be confirmed. (Demonstration data)
18. Acceptance criteria Assumption
A quote converts to an order without re-keying; pick list visible on a phone; roles enforced. (Demonstration data)
19. Budget expectations Needs confirmation
Budget range not yet provided. (Demonstration data)
20. Delivery expectations Needs confirmation
Wants to be live before the next busy season; date not confirmed. (Demonstration data)
21. Outstanding questions Needs confirmation
Which accounting package? How many price lists? Is AI quote drafting wanted? Budget and date? (Demonstration data)