What do you want AI or automation to achieve? *
Choose…
Website knowledge assistant Internal knowledge assistant Process automation Document intelligence Analytics & prediction Custom AI feature Not sure yet
Who will use the solution? *
Choose…
Public customers Employees Partners Mixed audience Back-office administrators
What knowledge or data sources should the solution use? *
Examples: website, SharePoint, documents, SQL, APIs, CRM, ERP or internal knowledge base.
Which systems must it integrate with?
Required languages
Security, privacy or approval requirements
Estimated users or interactions per month
Choose…
Under 1,000 1,000–10,000 10,000–100,000 100,000+ Not known
What type of information will the solution handle?
Choose…
Public information Internal business information Confidential business data Personal data / PII Financial / regulated data Mixed / not sure
Where should a person review, approve or take over?
Examples: low-confidence answers, approvals, customer handoff, sensitive actions or exception handling.
What stage are you at? *
Choose…
Exploring use cases Proof of concept Vendor / architecture decision Existing AI needs review Governance / adoption planning
Website(s) or knowledge portal to connect
What starts the process? *
Examples: form submission, email, SharePoint item, ERP transaction, schedule or manual request.
How fresh must the data be?
Choose…
Real time / near real time Hourly Daily Weekly / monthly Not sure
Required outputs
Choose…
Power BI dashboards Operational dashboard Scheduled reports API / data service Data warehouse Need recommendation
Describe approvals, exceptions and notifications
Should conversations hand off to a person or ticket channel?
Choose…
No handoff Email notification Client portal / ticket Live agent / external system Need recommendation
What kind of engagement do you need? *
Choose…
Solution architecture Modernization roadmap Microsoft 365 strategy ERP / integration advisory Technical assessment Digital transformation planning
Describe your current systems and environment *
What business problem or decision needs to be addressed? *
Key stakeholders or departments
Known constraints, compliance needs or deadlines
Which system or estate should be modernized? *
Microsoft 365 scope *
Choose…
SharePoint Online Power Platform Teams Entra ID / identity Migration / governance Combination
Expected architecture deliverable
Choose…
Solution blueprint Integration architecture Data architecture Security / identity architecture Technical specification Need recommendation
What is blocking or slowing delivery? *
What do you need designed? *
Choose…
Corporate identity Website design Product UI/UX Mobile app UX Design system Marketing/campaign assets Presentation / corporate material
Do you already have brand guidelines, logo and assets? *
Choose…
Yes - complete brand kit Some assets exist No - create from scratch
Who is the primary audience? *
Approximate number of pages, screens or assets
Share examples, references or styles you like
Is the written content ready?
Choose…
Yes Partially No - content support required
Approximate website size
Choose…
1–5 pages 6–20 pages 21–100 pages 100+ pages / CMS Not defined
Platform being designed *
Choose…
Web application Mobile app SharePoint / M365 ERP / internal system Customer portal Multiple channels
Required assets *
Examples: logo refresh, brand guide, social assets, corporate profile, pitch deck, campaign artwork.
Preferred development stack or destination
Primary marketing goal *
Choose…
Lead generation Sales / conversions Brand awareness Product launch Audience growth Campaign optimization
Preferred channels
Examples: Google Ads, Meta, LinkedIn, email, content, remarketing.
Target countries, cities or customer segments *
Approximate monthly media budget
Choose…
Under USD 1,000 USD 1,000–5,000 USD 5,000–20,000 USD 20,000+ Need recommendation
Current analytics/tracking setup
Preferred campaign start date
Do you need new landing pages or conversion forms?
Choose…
Yes No Need review
Approximate monthly content volume
Required analytics tools
Choose…
Google Analytics / GTM Microsoft Clarity Power BI Advertising pixels Custom analytics Need recommendation
Primary conversion action *
Choose…
Lead form Phone / WhatsApp Purchase Registration Booking / appointment Download / enquiry
What needs to be verified or trusted? *
Choose…
Certificates / credentials Documents Training records Transactions Membership / entitlement Blockchain integration Digital trust advisory
Describe the records, assets or credentials involved *
Expected verification or transaction volume
Required integrations or wallets
Jurisdiction, compliance or audit requirements
How should users verify a credential? *
Choose…
Public verification URL QR code API Authenticated portal Combination
Which events must be auditable or traceable? *
Blockchain preference
Choose…
No preference Public blockchain Private / permissioned Existing chain Need feasibility assessment
Systems that need verification APIs or integration
What are you looking to build or improve? *
Choose…
ASP.NET Core business platform SharePoint / Microsoft 365 Power Apps Power Automate SPFx solution ERP / CRM HRMS School ERP Mobile application API / integration Legacy modernization Custom software
Current technology/platform, if any
Expected number of users
Choose…
Under 25 25–100 100–500 500–2,000 2,000+ Public / unrestricted
Who will use the system? *
Choose…
Internal employees Customers Partners / suppliers Students / parents Mixed audience
Systems to integrate with
Examples: SAP, D365, IFS, Microsoft 365, SQL, payment gateway, identity provider, external APIs.
Is data/content migration required?
Choose…
No Yes - small Yes - significant Not sure
Authentication requirements
Choose…
Microsoft Entra ID / Azure AD Local accounts Social login Existing SSO Mixed / unknown
Preferred deployment
Choose…
Microsoft Azure AWS On-premises Existing hosting Microsoft 365 / SharePoint Online Need recommendation
Approximate data / document volume
For migrations, include approximate file count, database size, SharePoint content size or record volume if known.
Reporting, dashboard or analytics requirements
Security, audit, retention or compliance requirements
Main modules / business functions required *
Primary Microsoft 365 workload *
Choose…
SharePoint Online SharePoint Server SPFx Power Apps Power Automate Power BI Teams / Graph Multiple
Legacy technology / system being modernized *
ERP / business platform involved *
Choose…
Microsoft Dynamics 365 IFS SAP Custom ERP School ERP HRMS CRM Other / new build
Modules and business processes in scope *
Integration requirement
Choose…
REST / Web API Microsoft Graph Database integration ETL / scheduled sync Message / event integration Multiple / need architecture
Environment / tenant status
Choose…
Existing production tenant New tenant On-premises migration Hybrid Not sure
Required channels
Choose…
Responsive web Web + mobile app Admin + customer portal Internal application Public platform
Source environment / migration source
Choose…
SharePoint Online SharePoint Server 2019 SharePoint Server 2016 or earlier File shares Google Drive / other cloud No migration - new solution Multiple sources
Approximate sites / workspaces / business units in scope
Existing workflows, forms or customizations to retain or redesign
Include SharePoint Designer, InfoPath, Nintex, Power Automate, custom web parts or integrations if applicable.
Governance, permissions, retention or compliance requirements
Website URL *
Website platform
Choose…
ASP.NET / ASP.NET Core WordPress Shopify Custom PHP Next.js / React Other / unknown
Target countries, cities or markets *
Target languages
Main SEO priority *
Choose…
Technical SEO Organic traffic growth Local SEO Content architecture Migration / redesign SEO SEO audit
Do you have Google Analytics / Search Console access?
Choose…
Yes Partially No Not sure
Main competitors or benchmark sites
Known technical SEO issues
Approximate number of existing / planned content pages
What is changing? *
Choose…
Domain CMS / platform URL structure Website redesign Multiple changes Reporting only
Target accessibility requirement
Choose…
WCAG 2.1 AA WCAG 2.2 AA Internal standard Not specified / assess first
What do you need? *
Choose…
New hosting Migrate existing hosting Domain registration Domain transfer VPS Dedicated server On-premises server Azure deployment AWS deployment Microsoft 365 / SharePoint setup
Preferred operating system
Choose…
Linux Windows Server Either / need recommendation
Control panel
Choose…
cPanel Plesk No control panel Existing panel Not sure
Hosting model
Choose…
Shared hosting VPS Dedicated server Cloud VM / App Service On-premises Hybrid Need recommendation
Domain requirement
Choose…
Register a new domain Transfer domain Use existing domain No domain required
Domain name(s) involved
What will be hosted or installed? *
Examples: WordPress, ASP.NET Core, PHP, Node.js, SharePoint, SQL Server, MySQL, ERP, custom application.
Expected resource requirement
If known, include CPU, RAM, storage, bandwidth and expected traffic.
Email/mailbox requirements
Backup and recovery requirements
Choose…
Daily backup Weekly backup Advanced retention / DR Existing solution Need recommendation
SSL / security requirements
Choose…
Standard SSL Wildcard SSL Managed certificates Existing certificate Need recommendation
Installation / configuration services required
Examples: Azure, SharePoint, SQL Server, IIS, Plesk, cPanel, DNS, SSL, migration, monitoring.
Preferred migration / go-live window
Expected traffic / workload profile
Choose…
Low / brochure website Small business application Moderate business traffic High traffic / public platform Burst / campaign traffic Not known
Storage requirement
Choose…
Under 20 GB 20–100 GB 100–500 GB 500 GB–2 TB 2 TB+ Not known
Database requirement
Choose…
No database MySQL / MariaDB Microsoft SQL Server PostgreSQL Multiple databases Existing database / unsure
Preferred hosting region or data-residency requirement
Examples: United States, Saudi Arabia, UAE, Europe or a specific Azure/AWS region.
Availability / recovery expectation
Choose…
Standard hosting Business critical High availability Disaster recovery required Defined SLA / RTO / RPO Need assessment
Administration access required
Choose…
Managed by SWD only cPanel / Plesk customer access SSH / RDP required Root / administrator access Shared responsibility Not sure
Application / website type *
Choose…
ASP.NET Core WordPress / PHP Node.js / Next.js Database-backed business app SharePoint-related service Other custom workload
Domain action *
Choose…
Register new domain Transfer domain Renew domain DNS only SSL / certificate Portfolio management
Preferred cloud / infrastructure *
Choose…
Microsoft Azure AWS Private cloud On-premises Hybrid Need recommendation
What should SWD manage? *
Choose…
Hosting operations Server administration DNS / domains Backups Monitoring Application deployment End-to-end managed service
Support coverage required
Choose…
Business hours Extended hours 24x7 critical support On-demand / project basis
Availability requirement
Choose…
Standard business hours 24x7 High availability Disaster recovery site Need assessment
Preferred domain extension(s)
Examples: .com, .sa, .pk, .co.uk or specific names you want checked.
Required runtime / database versions
External dependencies / ports / services
Examples: SMTP, payment gateway, API endpoints, background services, queues, scheduled jobs or third-party integrations.
Current registrar / DNS provider, if applicable
Networking / connectivity requirement
Choose…
Public internet only Site-to-site VPN Private network / VNet Azure Bastion / secure admin access Hybrid connectivity Need architecture
Backup / disaster recovery expectation
Choose…
Daily backup Point-in-time database recovery Geo-redundant backup Secondary site / DR Defined RTO/RPO Need assessment
DNS services required
Choose…
Nameserver change only Full DNS management Email DNS records DNSSEC CDN / proxy integration Need recommendation
Monitoring and alerting expectation
Choose…
Basic uptime Application monitoring Infrastructure + application monitoring 24x7 alerting Need recommendation