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Customer Discovery Process
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Customer Discovery Process

1
Introduction:
2
Board/Agency Information
3
Executive Sponsor
4
IT Contact
5
Contracting Method
6
Resourcing
7
Project Success Criteria:
8
Core Objectives
9
Key Results
10
Key Project Dates
11
Client Materials:
12
Record Counts
13
Individual License Checklist
14
Individual License Types / Classes of Registration
15
Individual License Categories / Statuses
16
Individual License Specialties / Authorizations
17
Individual License Continuing Education
18
Business License Types / Classes of Registration
19
Business License Categories / Statuses
20
Permit Types
21
Permit Categories / Statuses
22
Business License Checklist
23
Complaint Checklist
24
Public Register / License Search Checklist
25
Employer Checklist
26
Inspections Checklist
27
Auditing Checklist
28
Integrations
29
Reporting Requirements