2. 1. Needs
Assessment
1. Define the core problem to
be solved
2. Identify the team and
business function the
solution will service
3. Identify the number of
users
4. Identify mobility
requirements of users
5. Assess the potential gains
from implementing a
FileMaker Solution
3. 2. Define
Project
Requirements
1. Interview key staff identify
user roles & security
2. Map workflow & process
3. Identify process
bottlenecks and
inefficiencies
4. Clarify critical business
needs & reporting outcomes
5. Define functional
requirements
6. Identify integration
requirements
7. Confirm systems
infrastructure
4. 3. Systems
Build
1. Requirements confirmed
2. Project scope and outcomes
confirmed
3. Build of tables & fields
4 Design layouts, match brand
guidelines
5. Write scripts and
calculation
6. Integrate systems
7. Construct reports
5. 4. Test & Debug
1. Load sample data
2. Parallel testing
3. Document bugs and change
requests
4. Re – iterate testing
process
5. Sign off systems
readiness
7. 6. Go Live
1. Data migration
2. Create users and assign
privileges
3. Confirm security requirements
4. Establish back up
procedure & recovery
5. Confirm systems
integration requirements
8. 7. Support &
Maintenance
1. Provide Ongoing Training
2. Provide Support to in-
house staff
3. Identify areas for further
Optimisation and productivity gains