Let’s start with the first version of the portal. The main thing is that a client can open their project and immediately see where it stands. We don’t need to move every internal process into it.
Right, and the latest files should be easy to find. At the moment we send them by email, and people sometimes open an old attachment. Let’s give each project one place for the current documents.
I’d start with three sections: project status, documents and questions for the team. We can leave detailed reports for later. First, let’s see whether clients can find what they need without calling us.
I’ll put together a prototype by Thursday. Then we can try it with two clients on Friday and ask them to find a document and check the next deadline. That should show us where things are unclear.
Agreed. Please keep a list of the questions that come up during the test. We’ll go through them on Monday and decide what needs changing before we invite anyone else.