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Requirement Gathering & Understanding
- Requirement freezing
- Android and iOS users
- A number of admins & number of app users from total users
- Report formats
- QR code integration or simple checklist
- Other features
- Internal team discussion
- Decide timeline of the project (must include timeline given by the developers)
- Calls and mail/message communication with the client
Business Modeling
- Hierarchy
- Data access permission
- Form access permission
- Decide what features will be used in-app
Solution Document Creation
Forms Creation by SolDev
- Form creation
- Icon setting (Icon Folder Link: Icons)
- Behavior mapping if scheduling is included
Forms UAT
- Form UAT by the client for 2-3 days to experience the form and to collect their suggestions for the same
- Make the changes suggested by the client. Email it to the client with proper screenshots and explanation of same in detail
- After the client, confirmation freeze the checklist
Reports Creation by SolDev
- Email, document, or excel templates
Reports UAT
- Report format confirmation by the client on email by sending sample report to them and collect their suggestions for the same
- Make the changes suggested by the client. Email it to the client with proper screenshots and an explanation of the same in detail
- After the client, confirmation freeze the Report format
Workflows Creation
- Create a workflow with proper approval & decision steps of Workflow builder and then test all workflows with the Forms & Reports and email templates
Integration (If required)
Platform Customization Tasks (If required)
Testing (30% time of total Solution Building time)
- Testing (Update the testing status in the sheet)
- Bug fixing (If any)
- Re-testing and update the status to the developers or QA (Link to the Status Sheet: Status Sheet)
Client Training by Solution Developer
- Demo of final app & train client on “How to use the solution“
- Note: (Record this session & send it to the client while delivering the application for better understanding)
UAT App Delivery Process
- Data Import/ Data Added
- Create users & edit passwords
- Complete go-live checklist (Instruction set for app delivery)
- Add users
- Access permission & form permission
- Update WF
UAT Start and End
- UAT (7 to 15 days), Decide UAT based on the below factors:
- Complexity of Project
- Phase wise UAT
Dashboard (If required)
- Wireframe creation (SolDev)
- Approval from Developers
- Approval from Client
- Creation of Dashboard (Developers)
- Testing of Dashboard (Developers & Solution Developer)
Dashboard Demo
- Dashboard Demo to the client
Changes After UAT
- Changes are done email to the client with proper screenshots and explanation of same in detail
Final app delivery process
- Email
- Known Issues/ release nos
- Notes
- Link of the university website
- Credentials file
- QR code (if any)
- Steps to get started
- Link to the play store or app store
Support
- Service Call (Weekly) & Support client when required
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