The information which should be discussed during the client onboarding.
General client information
Client name or company name, website, description.
Domain in which client is working on.
Details about the business and key Competitive advantages. Business Drivers. B2B, B2C, etc.
Departments and hierarchy in the company.
SDLC, Teams, Delivery, Metrics, Infrastructure.
Add a description about the end users if any.
The information about the request
The details what client need.
The details about the context in which client is performing his activities.
What is the root cause or main purpose client would like to archieve.
What are the main results and objectives to achieve.
Most important quality attributes:
- number of users
- number of requests
- performance
- time go to market
- sustainability
- design
- edge technologies
- security (PHI, PII, HIPPA, GDPR, etc.)
- supportability
- accessibility
- maintainability
- reliability
- availability
Less important goals which are nice to have.
- tech stack
- locations and regulations
- HIPAA/GDPR
- Languages
- Performance
Define the scope of work.
Define if any deadlines and milestones should be met.
Details about the budget for the request.
Everything Ewas not define during initial stage
More details about the request
Are there any options have been considered in the past.
Are there any options which did not work.
Risks which are envisioned by client.
What will happen in case the request is not fulfilled.
What are the main deliverables as a work result
Parties responsibilities and agreements
Work breakdown structure
Solution diagram, deployment diagram, component diagram, data model, C4 model
On Premises, Cloud, Mixed
Time and materials, fixed price, for number of items, etc.
Details about the way of communication
RACI
Define a list of stakeholders and sponsors
email, phone, skype, etc.
Daily, weekly, by milestone, by timeline, etc.
The details of status report in communication. The documents if any. The format if any.
Define SMEs if any
Collect as much details as possible in the initial stage to avoid any miscommunication and misunderstanding in the future.