For teams defining a financial software project
Financial Software
Define what needs to work before deciding what to build.
A useful software project begins with the people, decisions and handovers it needs to support. FinMandate offers discovery discussions to translate workflow problems into clearer requirements for a potential project.
Where we focus
Users, responsibilities and workflow gaps
Information requirements and exception handling
A defined starting scope for feasibility and delivery discussions
A starting approach
How the work
takes shape.
The scope and sequence are adapted to your needs before an engagement begins.
- 01
Understand the users
Identify the people who use the process and what each needs to know or do.
- 02
Trace the workflow
Describe the steps, handovers and exceptions that a potential solution must support.
- 03
Define the requirements
Record agreed workflow rules, information needs and acceptance criteria, with assumptions clearly identified.
- 04
Assess a practical starting point
Clarify feasibility questions and the scope to discuss with a delivery team. Development and integration commitments are agreed separately.
What you take forward
A clearer basis
for the next decision.
A discovery outline of users, workflow needs and requirements for an agreed potential project.
Before your first discussion
Bring one example of a workflow that is difficult to manage and explain who is affected. A high-level outline of existing systems is helpful.
The first discussion is free. Further work, deliverables and fees are agreed before the engagement begins.
Practical answers
Before we talk.
Is the FinMandate AI lending platform available?
No. It is a concept under exploration. Product features, delivery dates and availability have not been defined.
Can discovery cover our existing software?
Yes. Discovery can begin with workflow gaps around an existing system. It does not assume that a replacement is required.
Does discovery commit us to development?
No. Discovery clarifies a potential project. Any development, integrations or delivery arrangements are agreed separately after feasibility is assessed.
Let’s understand
what you need.
Share your objective, location and timing. We will first confirm whether our support fits.
Choose a time on Google Calendar ↗Prefer to write first?
Tell us what
you have in mind.
Share a short outline. We will review your enquiry and contact you to clarify fit.