Step 01
Write a Requirements Brief Before Comparing Providers
A short requirements brief helps prevent you from paying
for features you do not need or overlooking a capability
that is essential to your workflow.
Describe the purpose of the platform
Explain what the platform is intended to do, who will
use it and which tasks it must support. Be specific:
"easy to manage" is less useful than identifying the
exact settings or workflows your team needs.
Separate essential features from optional ones
Mark each requirement as essential, useful or optional.
This helps you compare providers fairly when their
packages include different combinations of features.
Identify technical responsibilities
Decide what you expect the provider to handle and what
your own team will manage. Clarify responsibility for
hosting, domains, updates, backups, security, integrations
and ongoing maintenance where applicable.