§ 99System brief

Start a system brief

Answer what you can; skip the rest. The form turns your answers into a structured brief that you copy and send through the Comtau contact page. Nothing is sent or stored by this page.

01 Scope

What is the brief about?

The process, in the order it happens today required

For example: “Site leads email purchase requests; managers approve in chat; finance re-keys them into accounting.”

02 Records, roles and rules

Which records does the work revolve around?

Orders, purchase requests, jobs, work orders, returns…

Who creates, approves and closes them?

Rules and limits that must always hold

Approval limits, deadlines, audit requirements, things that must never happen.

03 Systems and scale

Spreadsheets, inboxes and tools the work touches

Approximate number of users

Records per day or month

What exists today? Spreadsheets and email An off-the-shelf tool that no longer fits An older custom system A mix of the above

04 Context

Company

Your role

Deadlines or constraints

Month end, peak season, an expiring licence, an audit.

Your answers stay in this browser tab.

brief.txt

Your brief will appear here after you select “Build the brief”.

Open Comtau contact page

Paste the brief into the message field on the contact page. If something is unclear, we will ask before proposing anything.