You do not need to arrive with a technology choice. Explain what happens today, where work slows down and who is affected. A sample quotation, report, customer journey or internal form often reveals more than a long list of desired features.

Start with a useful brief
If the challenge is…	Start by reviewing…
Disconnected sales, stock and accounting	The end-to-end workflow and shared data
A workflow no existing tool handles well	The business rule and build-versus-adopt options
An unclear or outdated online presence	The audience, content and main enquiry journey
Unclear operational or support ownership	Accounts, assets, recovery and escalation

Connect services where the work requires it

A website may need to pass an enquiry into a sales process. A new system may need clearer product data or a better reporting workflow. We discuss these handoffs together, then define the actual responsibilities and scope in the proposal. A connected project does not mean buying every service.

Prepare for the first conversation

The process or customer journey you want to improve.
The current systems and people responsible for them.
Important dates, constraints and decisions already made.
One example of the result your team needs.

A useful next step

Bring one real workflow.

A sample document, the systems you use and the decision you need to make are enough to start a focused conversation.

Talk to Lava ↗