Documentation
1. Discovery & Onboarding
- Conduct a kickoff meeting with the client to gather business goals, target audience, current challenges, budget, and timeline.
- Provide the client with an onboarding questionnaire to capture relevant details (branding assets, existing systems, user personas, style guidelines).
- Assign a project manager and share contact points, communication channels, and preferred collaboration tools (e.g., Slack, MS Teams, email).
- Deliver and sign a project brief or scope document outlining key deliverables, milestones, roles and responsibilities.
2. Strategy & Research
- Research the client’s industry, competitors, and user behavior to identify opportunities and gaps.
- Develop a strategy document (SEO audit, marketing channels, content plan, technical architecture for apps/sites) and present to the client.
- Obtain client approval for strategy, timeline and budget before proceeding.
3. Planning & Documentation
- Create a detailed project plan with milestones, deliverables, dependencies, and deadlines.
- Draft functional requirements document (for software/app) or creative brief (for marketing/content) covering features, pages, user flows, UX/UI specifications.
- Prepare design documentation: wireframes, sitemap, content outline, style guide.
- Define measurement and KPIs – how success will be evaluated (traffic, conversions, engagement, load times).
4. Design & Development
- Share design mock-ups or prototypes with the client for feedback and approval.
- Develop the solution in iterative cycles (e.g., agile sprints) and provide regular progress updates.
- Maintain documentation of code, APIs, integrations, third-party services, database schema (for IT projects).
- For digital marketing, maintain documentation of campaigns, content schedules, ad creatives, budgets.
5. Testing & Review
- Conduct quality assurance (QA) testing: functional tests, usability, performance, cross-device/browser compatibility, security checks.
- Share test reports and findings with client; gather feedback and implement revisions.
- For marketing campaigns: preview ads, test tracking/setup, run a pilot phase and document results.
6. Launch & Handover
- Prepare a launch checklist: domain, hosting setup, SSL, backups, analytics, campaigns live, tracking tags, final QA sign-off.
- Provide client with documentation package: user manuals, admin guides, style guide, content management instructions, campaign reports.
- Conduct a hand-over meeting/training session with the client’s team to walk through the solution, workflows, and support processes.
7. Maintenance & Performance Monitoring
- Document maintenance plans: update schedules, backup routines, security patches, campaign optimizations.
- Provide regular performance reports (monthly/quarterly): traffic analytics, conversion rate, uptime, load times, ROI of marketing.
- Set a review cadence: periodic strategy reviews and adjustments based on data and client feedback.
8. Change Control & Client Sign-Off
- Maintain a change-request process: the client submits a change request, we document the scope, impact on timeline/cost, and the client approves.
- At key milestones and at project completion, obtain formal client sign-off on deliverables and documentation.
- Archive project documentation securely for future reference and support.
Contact Us
If you have questions about this documentation, please contact us at:
Blue Quantum Tech
Website: https://bluequantumtech.com
Contact No.: +91-8777094743 / +91-8637337599
Email: contact@bluequantumtech.com
Address: Barasat, West Bengal, India 700124
