A quick, tap-through brief — mostly choices, little typing. Answer what you can; anything you skip, we'll shape together. Grouped into 8 subjects from our meeting.
STEP 01
Platform scope & the existing CRM
Understanding what the full platform covers, and how it relates to the CRM already delivered.
1.1The current CRM (Phase 1) is delivered and accepted. What's the intent for it? (biggest driver of scope)
1.2Major modules in the full platform beyond the CRM (pick any)