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Outsourced IT Partner
Support · systems · strategy
IT HEALTH CHECK
© 2026
One person, one business — IT support here, websites at
webology.online
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Company
Elicitation Workbook
01
Identity
02
Context
03
Scope
04
Features
05
Stories
06
Ecosystem
07
Solution
08
Operational
01. STAKEHOLDER & PROJECT IDENTITY
Project Name / Reference
Organization / Business Unit
Project Sponsor
Project Manager / BA
Expected Start Date
Target Delivery Date
Lead Contact Name
Primary Contact Email
Company Website / Portal
Industry Sector
Select Sector
FinTech / Finance
HealthTech / Healthcare
Logistics / Supply Chain
E-commerce / Retail
EdTech / Education
Government / Public Sector
Other Sector
02. BUSINESS CONTEXT ANALYSIS
Current Business Environment / Operations
Existing Systems & Limitations
Existing Pain Points & Business Impact
Opportunities for Improvement
03. PRODUCT VISION & SCOPE
Problem Statement & Strategic Objectives
In Scope Deliverables
Out of Scope (Exclusions)
Project Architecture Category
Select Category
Multi-tenant SaaS Platform
Enterprise ERP/CRM Solution
Full Mobile App Ecosystem
Legacy Modernization & Refactoring
AI-Driven Process Automation
Current Project Phase
Select Current Phase
Discovery / Requirements
Planning / Architecture
Active Development
Review / Testing
Migration / Deployment
Target Audience (User Type)
Select User Type
Internal Corporate Users
B2B Clients/Partners
B2C General Public
Government to Citizen
User Scale Estimate (Expected Load)
Select Scale
Startup (1-10 Users)
Medium (10-100 Users)
Scale-up (100-1000 Users)
Enterprise (1000+ Users)
Strategic AI Integration Required?
Select Requirement
No AI Integration Required
Strategic AI Implementation Required
04. CORE FUNCTIONAL REQUIREMENTS (MVP)
User Management & Security
User Profiles
Role-Based Access (RBAC)
Multi-Factor Auth (2FA)
Social Login (SSO)
LDAP/Active Directory
Data & Reporting
Real-time Dashboards
Automated PDF Reports
Data Export (CSV/XLS)
Advanced Filtering
Audit Logging
Business Logic & Workflow
Automated Workflows
Email/Push Notifications
Payment Gateway
Subscription Management
Inventory/Asset Tracking
CRM/Lead Management
Communication & AI
Live Chat Integration
Internal Messaging
NLP / Chatbots
Predictive Analytics
AI Content Generation
05. USER STORIES & SCENARIOS
Primary User Stories
Add User Story
06. TECHNICAL ECOSYSTEM
Integration Requirements (Internal/External APIs)
Non-Functional Requirements
Compliance & Regulatory Mandates
Select Compliance
No Specific Compliance Mandate
POPIA (South Africa)
GDPR (European Union)
HIPAA (Healthcare)
Multiple Jurisdictions
Security Tier Requirement
Select Security Tier
Standard Enterprise Security
High (2FA, Encryption at Rest)
Maximum (Audit Trails, Pen-Testing)
Data Migration Requirements
Select Migration Type
Greenfield (No Migration)
Simple (Flat Files/CSV)
Complex (Legacy DB Mapping)
Existing Technology Stack
07. SOLUTION RECOMMENDATIONS
Proposed Solution Summary
08. OPERATIONAL ALIGNMENT & RISKS
Project Success Criteria (KPIs)
Identified Project Risks & Mitigation
Strategic Budget Allocation Range
Select Budget Range
Strategic Alpha (R50k - R100k)
Enterprise Pilot (R100k - R250k)
Full Deployment (R250k - R500k)
Corporate Scale (R500k+)
Your Role in the Decision Process
Select Your Role
Primary Decision Maker
Technical Influencer
Project Researcher
Outside Consultant
Target Architecture Launch Timeline
Execution Urgency Tier
Select Urgency
Strategic Planning (3-6 Months)
Active Pursuit (1-3 Months)
Mission Critical (ASAP)
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