Define the business problem
Write down the current process, users, bottlenecks and measurable outcome before discussing technology.
Use this seven-step checklist to compare partners for ERP, CRM, workflow automation or custom web application projects.
Choose a company that understands your business process, scopes work in phases, communicates directly, defines ownership clearly and can demonstrate a repeatable delivery and support process.
Write down the current process, users, bottlenecks and measurable outcome before discussing technology.
Look for evidence that the company understands workflows similar to yours, not only attractive website designs.
A credible partner should ask about roles, data, integrations, security, reporting and adoption before giving a fixed solution.
Prioritise the smallest useful release, acceptance criteria and later modules instead of attempting every feature at once.
Confirm who you speak with, meeting cadence, written updates, decision tracking and escalation process.
Clarify source-code access, hosting, backups, documentation, warranty, maintenance and handover before signing.
Compare scope clarity, risk, support and expected operational value—not only the lowest initial quotation.
Ask how they run discovery, define scope, manage changes, test releases, protect data, document the system and support it after launch.
Choose based on relevant expertise, communication and delivery discipline. Local access can help discovery; a strong remote team can deliver effectively with clear documentation and milestones.
A fixed price works when scope and acceptance criteria are clear. For uncertain products, a paid discovery phase followed by phased estimates is usually safer.
Warning signs include quoting before discovery, vague ownership terms, no testing process, no backup plan, no documentation and promises that ignore business constraints.
Share the current workflow, users and goal. We will assess fit and recommend a practical first phase.