Planning Checklist
These checks protect the project from vague scope, missing permissions, weak reports, and hidden integration work. They also help decide whether a custom web app, ready Business Suite, or smaller automation phase is the better first step.
1. User roles: admin, staff, customer, vendor, manager, super admin, or public visitor.
2. Core records: leads, customers, products, invoices, bookings, tasks, payments, tickets, or reports.
3. Permissions: who can create, edit, approve, export, delete, restore, or view sensitive data.
4. Integrations: WhatsApp, email, payment gateway, Google Sheets, CRM, ERP-lite, or accounting export.
5. Reports: daily, weekly, monthly, owner dashboard, team performance, revenue, dues, and activity logs.
6. Launch support: training, bug fixes, backups, security review, speed checks, and future roadmap.