You have decided to explore the possibility of getting yourself a custom dashboard instead of trying to find the perfect out-of-the-box solution? That’s great!
There are so many things to take into account when starting this kind of project. Here are some questions to help you wrap the project perfectly.
What are the audiences of the dashboard? The CEO? The marketing director? The SEO analyst? All of them?
Where the dashboards will be displayed? Is it intended to watch on a mobile phone? Big TV screen in the office or on a standard computer screen?
What are the data sources required? Is it only Google Analytics? Omniture? Adwords? Facebook? Do you have an in-house data source like a CRM? Do you want us to fetch the data or you’d prefer to send it using an API?
Do you need some export feature? CSV, Excel or PDF?
Do you need automated scheduled email dispatch? To who and to what frequencies? Including an attachment?
What are the required security levels? Username and password plus access roles as well as the possibility of defining access to each dashboard?
When is the data refreshed? Is this real time or it can be updated once a day?
What budget do you have? This one is tricky and we know it, but you have to decide a budget for the project. We can do work for 5,000$ like we can develop a solution for 50,000$. You set the limits. We’ll work out the best solution within your budget.
What design do you need? Is the standard DashThis look and feel is OK or you’d rather get one of those fancy visual from an unleashed designer?
Can the project be split into phases? It’s often easier and recommended to start with a smaller project and add new features on top of it. It diminish the risk and allow you to play with the real thing a lot faster.
What is your ideal timeframe? If you say next week then it’s not probably going to happen! The bigger the project, the more time required. Usually, a timeframe between 1 and 4 months is required.
Did you list all the required Key Performance Indicators (KPIs)? It might sounds obvious, but it’s often the most overlooked part of a project.
As you can see, there are few things to think about before we can work on a quote. Even for a ballpark, these questions need to be addressed. Fortunately, it won’t take a lot of time and it’s really a good way to kick off a collaboration.
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