Delivery has ended; contact continues.
Account reviews cover support and planned enhancements, but no new business requirement has been established.
For implementation partners and software firms developing existing client accountsProperBizFix / Account research / UK
You know what
you delivered.What would justify
the next project?
One existing client. I examine the business model, the system scope you delivered and the decisions that system supports. You receive a written assessment of what is evidenced, what remains unknown and which next-project questions warrant checking with the client.
No access to the client's live systems required. Start with its website, what you delivered and the types of work your firm can undertake. The £50 Screen fee counts towards the £850 assessment.
EXISTING ACCOUNT / POST-DELIVERYREFERENCE 01
What the project record
does not establish.
does not establish.
PROJECT SCOPE
Delivered system
Processes, objects and integrations documented in the completed project.
SUPPLIER VIEW
Known account context
Stakeholders, support history and requirements already discussed.
TO ESTABLISH
Decisions beyond the original scope
How operations, costs and responsibilities are managed today.
TO VALIDATE
Need for further development
Whether current arrangements justify another technical project.
ASSESSMENT OUTPUTSystem coverage, open questions and testable intervention candidates.Illustrative structure — not an actual client assessment.
01 / BETWEEN PROJECTSThe implementation is complete.
The implementation is complete.
The next requirement may not be defined.
A successful implementation does not necessarily give the account team a reason to propose additional work.
Project knowledge covers only the agreed scope.
The original sponsor may have been in Sales or IT. Service delivery, operations or finance may have different information needs.
Further work begins with an incoming request.
Until the client describes another requirement, no one has examined whether changes elsewhere in the business warrant a conversation.
The purpose is to identify which questions merit a client conversation — including when the evidence does not support proposing further work.
The research is useful when it changes the next client question. It does not assume that further development is required.
02 / ASSESSMENT METHOD
First identify the business decision. Then assess the systems supporting it.
The review maps relevant revenue, delivery and resource dependencies, then identifies decisions affecting costs, capacity and service commitments.
Those requirements are compared with the supplied project documentation and known systems. A missing field may indicate an integration requirement, a process definition to clarify or information already maintained elsewhere.
Read the full analysis of decisions and systemsWORKED LOGIC ILLUSTRATIVE / NOT A CLIENT CASE
- 01 / ECONOMICSWhat affects the result?
For service work: labour, parts and capacity.
- 02 / DECISIONWhat needs to be decided?
Can this job be accepted at the promised scope?
- 03 / ACCOUNTABILITYWho can accept or reject it?
An agreed decision owner — or an open question.
- 04 / EVIDENCEWhich event and data are required?
Confirmed work scope, availability and cost basis.
- 05 / SYSTEM COVERAGEWhere is the decision supported?
Existing application, manual control, missing capture or unknown.
An unidentified owner is a validation question, not proof of a defect.
03 / WORKED EXAMPLE
A missing cost field can have different explanations.
The CRM does not show the cost of an individual service job. That alone does not justify adding fields, building an integration or buying another system. First establish where the cost records are created and which decision needs them.
A↗
Costs are recorded in another system.
Finance or service software may already hold adequate records. Check whether another function needs access for a specific decision.
CHECK ACCESS REQUIREMENT
B↗
Costs are not recorded per job.
Define which job events must be recorded, at what granularity, by whom and when. A dashboard cannot create absent source data.
SPECIFY SOURCE EVENTS
C↗
The business does not need the metric.
If no relevant decision requires job-level costs, adding a new capture process may create work without operational value.
NO CHANGE INDICATED
SOURCE, GRANULARITY AND DECISION REQUIREMENTS. READ THE ANALYSIS ↗
04 / PRODUCTS
What the £50 Screen and £850 Assessment provide.
Start with a short written screening decision. If further research is justified, the full assessment documents the business model, delivered-system coverage and questions for the account owner.
STEP 01 PRELIMINARY REVIEW
Decide whether the account merits a full assessment.
Inputs: client website, completed-project summary and your firm’s capabilities. Output: a written proceed, do-not-proceed or insufficient-context decision.
£50ACCOUNT SCREEN ↗
STEP 02 FULL ACCOUNT ASSESSMENTDocument the business, system coverage and next questions.
Output: a written Business Model Snapshot, System Coverage Map, Intervention Candidate Register and prioritised validation questions.
£850FULL ASSESSMENT ↗
PRICE AND OUTCOME: The £50 Screen fee is credited against the £850 Assessment for the same client (balance £800). A decision not to proceed, or a full assessment finding no justified further work, is a valid outcome.
05 / SAMPLE OUTPUT
An Intervention Candidate is not yet a project.
The candidate record states the business decision, available evidence, potential technical relevance, unanswered questions and a condition for rejecting the hypothesis. The account owner verifies it with the client.
Open the example assessment ↗PROPERBIZFIX / RESEARCH EXAMPLEIC—001
UNVALIDATED · NOT A PROJECT
Service operations across locations
- BUSINESS CONTEXT
- Service work may require resources and assets to be tracked across more than one location.
- ECONOMIC RELEVANCE
- Service commitments may affect labour utilisation and the cost of delivery. The effect is not quantified.
- DECISION & OWNER
- Who approves capacity and allocates work? Authority not established.
- BEFORE BUILDING
- Confirm the operational record and acceptance rules before choosing a system change.
- SUPPLIED SCOPE
- In this hypothetical case, the documented CRM scope covers accounts and sales opportunities.
- UNKNOWN
- Where job allocation, asset history and service commitments are managed today.
- WHAT TO ASK
- Which system is the operational record for service work?
STATUS: PROPOSED FOR VALIDATIONILLUSTRATIVE / NOT A CLIENT CASE
06 / RESEARCH NOTES
Research notes on business decisions and system coverage.
Methods and worked examples covering business decisions, data granularity, system ownership and the evidence required before technical discovery. Examples are labelled as hypothetical.
07 / INITIAL ENQUIRY
Check one client account before commissioning more research.
A £50 Screen starts with the end client’s public website, a summary of the delivered project and your firm’s capabilities. You receive written scope, timing and payment details for approval before work begins.
ACCOUNT
SCREEN £50 ENQUIRY BY EMAIL; NO PAYMENT OR SYSTEM ACCESS REQUIRED TO ENQUIRE.
SCREEN £50 ENQUIRY BY EMAIL; NO PAYMENT OR SYSTEM ACCESS REQUIRED TO ENQUIRE.