Discovery Process – Marketing

The transition of a company’s public facing website, away from IT Department responsibility and over to the Marketing department is becoming more prevalent. This is because, in many cases a website is a marketing and lead generation tool that also carries brands visual image. With our Discovery process, we look to identify the project overview, success criteria, communication preferences, milestones and more, in order to set expectations early creating a set finish line.

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Describe Your Project Requirements

For each project, we have three application forms part of our Discovery Process; the first for the Marketing, the second for the IT and the third for Security. The form below is constructed for IT Departments to complete and submit. It will give us the basis for understanding your expectations, project overview, requirements/success criteria, along with engagement and change management standards

BEGIN BELOW

*This is a more lengthily form – please use your laptop or desktop to complete – thank you!

Discover Process
Company Name*
Comapny Website*
Your Information
Your Name
First Last
Your Email
Your Directl Phone Line
Personal Involved in the project
Who would be the Primary Officer that we would be working with from Marketing?
First Last
Who would be the Primary Officer that we would be working with from IT?
First Last
When is your ideal launch time?
What is the Primary reason for this timeline?
Please list 5 of your favorite websites that you would like us to use as ‘inspiration.’ Please let us know what you like most about them (or don’t like).*
Your website should look and behave better than:*
What constitutes a success outcome for this project?
Is there a particular Process you need us to follow?
(Please explain)
Your Customers/Audience
Describe your primary audience: (i.e., age, occupation, income, location, size of audience)
Your Customers/Audience
Is there sensitive or private data that will be stored on the website*
(Please explain)
List
Comments
This field is for validation purposes and should be left unchanged.

MARKETING DISCOVERY

Understanding your brand, audience, industry, desired impression and marketing guidelines is crucial to any public facing visual presentation. This Discovery form begins to collect those requirements along with your project overview and engagement process.

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IT DISCOVERY

Understanding the goals and objectives from your IT Department will enable us to commit to actionable in-scope requirements, that when completed, will result in a job well done. This Discovery form is made for an IT Department.

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SECURITY DISCOVERY

Keeping your data collected and stored safely is important to any small, or large sized company. If you have security standards, then we need to know about them. This Discovery form is meant to review your cyber security requirements.

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PROCESS OVERVIEW

Return back to our Project Management overview page to learn more about our process and the way we approach new and current tasks.

Return to overview

Discovery Process – Marketing

Describe Your Project Requirements

Discover Process

Your Information

Personal Involved in the project

Your Customers/Audience

Your Customers/Audience

MARKETING DISCOVERY

IT DISCOVERY

SECURITY DISCOVERY

PROCESS OVERVIEW

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