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How We Scope a Build Before You Commit

Lauren Mitchell · CTO·October 29, 2024·5 min read

The scariest part of custom software is committing before you know what you’re getting. So we don’t ask you to. Here’s how scoping works — and why you’ll have a clear, concrete picture of the build before you sign anything.

It starts by watching, not interviewing

Most software projects start with a requirements meeting, where people describe how they think the work happens. We start by watching how it actually happens — shadowing the people who’ll use the tool, tracing a real case end to end. The gap between the described workflow and the real one is where projects usually go wrong, so we find it up front. (See How to Build Software Around People, Not Just Processes.)

The one-page build plan

Scoping produces a single page, not a fifty-page spec. It states what we’re building, why, what’s in scope, what’s explicitly out, the timeline, and the fixed price. One page because if it can’t fit on one page, the scope isn’t clear enough to build fast.

You approve before we touch code

Nothing gets built until you’ve read the plan and agreed it’s right. No surprises, no “we’ll figure it out as we go,” no scope creep you discover on the invoice. The plan is the contract.

You get value even if you don’t proceed

The scoping conversation produces a clear-eyed map of your workflow and a real cost range — useful whether or not you build with us. We’d rather you walk away with clarity than sign something you’re unsure about. (For what to look for in any partner’s process, see How to Choose a Software Build Partner.)

Scoping isn’t a sales step you endure to get to the build. It’s the most important part of the build — the part that decides whether you get software that fits.

About the author

Lauren Mitchell

CTO · FusionSales.ai

Lauren leads engineering at FusionSales.ai. She’s shipped custom software for healthcare, finance, and operations teams across the Southeast.

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