Collaboration with Client – Software Product Specification – The Complete Process from Start to Finish – part 1

In this BPMN (Business Process Model and Notation) diagram, we see a process that focus on handling client requests, evaluating cooperation, and following up on communication. Here’s a breakdown of the possible scenarios in this process:

1: Initial Client Request and Assessment

  1. Client sends a request to the organization.
  2. Project Manager receives the request and begins the initial assessment to determine if cooperation is feasible.
  3. Decision Point – Continue Cooperation or Reject:
  • If cooperation is not feasible, the Project Manager sends a rejection email to the client (using Template 0), ending the process.
  • If cooperation is feasible, the Project Manager continues to gather and analyze information regarding the client’s needs.

2: Gathering General Information

  1. Project Manager sends a general information request to the client (using Template 1).
  2. The process waits for the client’s response:
  • If the client responds within three days: The Project Manager continues to assess the information provided.
  • If the client does not respond within three days: The Project Manager may choose to send a follow-up reminder email (using Template 3) to encourage a response.

3: Preparing for Collaboration

  1. Project Manager prepares answers based on the client’s information and needs.
  2. Decision Point – Client Response:
  • If the client responds positively and provides additional information, the process proceeds to Consider Cooperation – Phase 1.
  • If the client does not respond, the Project Manager may decide to end the process (finish collaboration) or continue with reminders.

4: Consider Cooperation – Phase 1

  1. Evaluating Further Cooperation:
  • Based on the accumulated information, the Project Manager considers a more detailed collaboration in Phase 1.
  • If cooperation is deemed viable, the process continues into deeper phases of cooperation (not shown here).
  • If not, the client may be archived in the CRM, and the collaboration ends.

5: Archiving Clients in CRM

  1. If at any stage cooperation is halted or deemed unnecessary, the Project Manager archives the client in the CRM system, ending the process for that client.

Each scenario is managed by the Project Manager, who assesses the viability of cooperation at multiple stages, maintains communication with the client, and ensures follow-ups where necessary.

See how you can document the process in Product Core Lab

Software development Company - Colaboration with Client