{"id":9390,"date":"2017-01-09T04:05:39","date_gmt":"2017-01-09T04:05:39","guid":{"rendered":"https:\/\/www.process.st\/templates\/pm002-1_new-project-survey-copy\/"},"modified":"2024-02-28T20:50:10","modified_gmt":"2024-02-28T20:50:10","slug":"pm002-1_new-project-survey-copy","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/pm002-1_new-project-survey-copy\/","title":{"rendered":"PM002.1_New Project Survey (Copy)"},"content":{"rendered":"<section id=\"operation\">\n<h2> Operation: <\/h2>\n<\/section>\n<section id=\"client-stakesholder\">\n<h2> Client Stakesholder <\/h2>\n<\/section>\n<section id=\"client-operation-flow\">\n<h2> Client Operation Flow <\/h2>\n<\/section>\n<section id=\"3rd-party-vendor\">\n<h2> 3rd Party Vendor <\/h2>\n<\/section>\n<section id=\"internal-or-external-users\">\n<h2> Internal or External Users <\/h2>\n<\/section>\n<section id=\"technical\">\n<h2> Technical: <\/h2>\n<\/section>\n<section id=\"device-osbrowser-support\">\n<h2> Device OS\/Browser Support <\/h2>\n<div class=\"text-content\">\n<h5>Please reference the following link for support version suggestions:<\/h5>\n<p><a href=\"http:\/\/developer.android.com\/about\/dashboards\/index.html\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/developer.android.com\/about\/dashboards\/index.html<br \/><\/a><a href=\"https:\/\/developer.apple.com\/support\/app-store\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/developer.apple.com\/support\/app-store\/<br \/><\/a><a href=\"https:\/\/david-smith.org\/iosversionstats\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/david-smith.org\/iosversionstats<\/a>\/<\/p>\n<h5><\/h5>\n<h5>A. iOS OS support<\/h5>\n<p>1. iOS 7.0 or above&nbsp;(!! NOTE: iPhone 4 is still supported in iOS 7, designers need to aware for small screen estate!!)<br \/>2. iOS 8.0 or above (!! NOTE: iPhone 4S is still supported in iOS 8, designers need to aware for small screen estate!!)<br \/>3. iOS 9.0 or above<br \/>4. iOS 10.0 or above<\/p>\n<h5>B. Android OS support<\/h5>\n<p>1. Android 4.1+ or above<br \/>2. Android 5.0 or above<br \/>3. Android 6.0 or above<\/p>\n<h5>C. Browser support<\/h5>\n<p>1. Google Chrome<br \/>2. Mozilla Firefox<br \/>3. Internet Explorer (version X or above)<br \/>4. Safari<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"geolocation-of-the-target-users\">\n<h2> Geolocation of the Target Users <\/h2>\n<div class=\"text-content\">\n<h5>Where it the app mainly going to be used?<\/h5>\n<p>1. Hong Kong<br \/>2. China<br \/>3. Any other locations, please specify<\/p>\n<p>If the target geolocation&nbsp;is China or somewhere that has poor network connection or infrastructure support, technical need to take note on error handling and the use of synchronized requests.<\/p>\n<p>Take note that majority of Google services are not available in China.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"geolocation-of-the-server\">\n<h2> Geolocation of the Server <\/h2>\n<div class=\"text-content\">\n<h5>Where are all&nbsp;the servers located?<\/h5>\n<p>1. Hong Kong<br \/>2. China<br \/>3. Any other locations, please specify<\/p>\n<p>If the server(s)&nbsp;is in China or somewhere that has poor network connection or infrastructure support, technical need to take note on error handling and the use of synchronized requests.<\/p>\n<p>Connection to the server from places outside China may not be always available even though&nbsp;network condition is normal - the Great FireWall.<\/p>\n<p>All Google services are blocked in China and need to seek 3rd party\/Chinese equivalent services<\/p>\n<p>All Firebase and Google Play Services related services, e.g.GTM API v5, cannot be used in China<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"backend-server-os\">\n<h2> Backend Server OS <\/h2>\n<div class=\"text-content\">\n<h5>Are there any preference or limitations on the backend server OS?<\/h5>\n<p>1. Windows<br \/>2. Linux<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"backend-program-setup-info-and-details\">\n<h2> Backend Program Setup Info and Details <\/h2>\n<div class=\"text-content\">\n<h5>A. Who is responsible for the backend?<\/h5>\n<p>1. GT<br \/>2. 3rd party vendor<br \/>3. Client<\/p>\n<h5>B. Any existing backend programs?<\/h5>\n<p>1. Yes, need to obtain details for the existing&nbsp;backend program (e.g. API spec, database schema)<br \/>2. No, need to obtain requirements for the CMS<\/p>\n<h5>C. Are there any preference or limitations on the backend development language?<\/h5>\n<p>1. .NET<br \/>2. Java<br \/>3. PHP<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"cms-info-and-details\">\n<h2> CMS Info and Details <\/h2>\n<div class=\"text-content\">\n<h5>A. Who is responsible for CMS development?<\/h5>\n<p>1. GT<br \/>2. 3rd party vendor<br \/>3. Client<\/p>\n<h5>B. Any existing CMS?<\/h5>\n<p>1. Yes, need to obtain details for the existing CMS<br \/>2. No, need to obtain requirements for the CMS<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"crm-info-and-details\">\n<h2> CRM Info and Details <\/h2>\n<div class=\"text-content\">\n<h5>A. Who is responsible for CRM development?<\/h5>\n<p>1. GT<br \/>2. 3rd party vendor<br \/>3. Client<\/p>\n<h5>B. Any existing CRM?<\/h5>\n<p>1. Yes, need to obtain details for the existing CRM<br \/>2. No, need to obtain requirements for the CRM<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"payment-gateway-info-and-details\">\n<h2> Payment Gateway Info and Details <\/h2>\n<div class=\"text-content\">\n<h5>A. Who is responsible for payment gateway?<\/h5>\n<p>1. GT<br \/>2. 3rd party vendor<br \/>3. Client<\/p>\n<h5>B. Which payment gateway service to use?<\/h5>\n<p>1. PayPal<br \/>2. AsiaPay<br \/>3. Any other payment gateway<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"connection-to-pos\">\n<h2> Connection to POS <\/h2>\n<div class=\"text-content\">\n<h5>A. Who is responsible for POS connection?<\/h5>\n<p>1. GT<br \/>2. 3rd party vendor<br \/>3. Client<\/p>\n<h5>B. Any existing POS?<\/h5>\n<p>1. Yes, need to obtain details for the existing&nbsp;POS<br \/>2. No, need to obtain requirements for the&nbsp;POS<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"web-service-protocol\">\n<h2> Web Service Protocol <\/h2>\n<div class=\"text-content\">\n<h5>What Web Service Communication Protocol is preferred or must be used?<\/h5>\n<p>1. SOAP&nbsp;<br \/>2. HTTPS<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"api-return-format\">\n<h2> API Return Format <\/h2>\n<div class=\"text-content\">\n<h5>What is the return format of the API return values?<\/h5>\n<p>1. JSON<br \/>2. XML<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"security-handling-requirements\">\n<h2> Security Handling Requirements <\/h2>\n<div class=\"text-content\">\n<h5>Is there any special requirements on security handling for data storage and transmission?<\/h5>\n<p>The following is our standard on security handling, which will be implemented by default:<\/p>\n<p>1. HTTPS communication protocol<br \/>2. Database encryption&nbsp;(Encryption method)<br \/>3. Authentication (Authentication method)<\/p>\n<p>The following our examples of special security requirements:<\/p>\n<p>1. API return value encryption (Encryption method)<br \/>2. User session handling (e.g. Restrict user account to device)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"server-ssl-certificate\">\n<h2> Server SSL Certificate <\/h2>\n<div class=\"text-content\">\n<h5>Do the production and UAT servers have valid SSL certificates?<\/h5>\n<p>1. For UAT servers,<br \/>a. If hosting on GT servers, SSL certificate is included and taken care of.<br \/>b. If hosting at client's server, client need to install SSL certificate<\/p>\n<p>2. For production servers, client need to purchase SSL certificates<\/p>\n<p>Note: TLS 1.2 is a must for iOS 9<\/p>\n<h5>Does client need GT to install the SSL certificates?<\/h5>\n<p>Need to include cost of setting up server, certificates and testing.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"server-domain\">\n<h2> Server Domain <\/h2>\n<div class=\"text-content\">\n<h5>Does the client has a domain name ready for backend?<\/h5>\n<p>1. If yes, remember to ask client for domain<\/p>\n<p>2. If no<br \/>a. GT provide domain<br \/>b. GT purchase dom<br \/>b. Use IP (not recommended)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"deliverablesdocuments-required\">\n<h2> Deliverables\/Documents Required <\/h2>\n<div class=\"text-content\">\n<h5>What kind of deliverables are required?<\/h5>\n<p>Standard Documents:<br \/>The following are the standard documents needed for development. <\/p>\n<ol>\n<li>API Spec (In case client responsible for the backend)<\/li>\n<li>Data schema (In case client responsible for the backend)<\/li>\n<li>Functional Specification<\/li>\n<li>Technical Specification<\/li>\n<\/ol>\n<p>If the client requires any of the above&nbsp;as a deliverable, we need to prepare for formatting and detailed instructions.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"average-app-content-size\">\n<h2> Average App Content Size <\/h2>\n<div class=\"text-content\">\n<h5>What is the estimate content size?<\/h5>\n<p>1. Are there any 3D models\/Videos\/large batch of images to be downloaded&nbsp;in the app?<\/p>\n<p>Files that are too large (&gt;1MB) will need to have better handling of download (e.g. when to download? Need to implement lazy loading?) and caching mechanism which will cost more man day.<\/p>\n<p>2. Pagination is needed if list contains too many items.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"testing-content-and-data\">\n<h2> Testing Content and Data <\/h2>\n<div class=\"text-content\">\n<h5>When will the testing&nbsp;content be available?<\/h5>\n<p>Certain contents needed to be provided for design or development<br \/>e.g. It will be difficult to develop or testing if only a few products&nbsp;have images.<\/p>\n<p>This will affect the testing schedule&nbsp;of the&nbsp;project<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"will-content-be-customized-for-the-app\">\n<h2> Will content be customized for the app? <\/h2>\n<div class=\"text-content\">\n<p>Some specific kind of content may be required due to requirement, but does not exist.<\/p>\n<p>e.g. 3D interior edit function required, but&nbsp;the customer do not have 3D models.<br \/>e.g. Images from website with wrong sizes.<\/p>\n<p>If content is not catered for the app, may need extra programming to display the contents.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"special-device-support-android\">\n<h2> Special Device Support (Android) <\/h2>\n<div class=\"text-content\">\n<h5>Any specific brand\/model of Android device to support?&nbsp;<\/h5>\n<p>Need to check supported device list.<br \/>If device not on list, need to arrange\/special handling and testing&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"limitations-on-using-3rd-party-libraries\">\n<h2> Limitations on using 3rd party libraries <\/h2>\n<div class=\"text-content\">\n<h5>3rd party libraries handling<\/h5>\n<p>1. Client allow to use 3rd party \/ Open source libraries?&nbsp;<br \/>2. If we develop our own library, does client need to approve?<br \/>3. If library license require to add credit, is client ok with it?<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"access-to-uat-environment\">\n<h2> Access to UAT environment <\/h2>\n<div class=\"text-content\">\n<h5>Do we have direct access to UAT server environment?<\/h5>\n<p>If the UAT server is hosted by client, does it require on site development if no remote access is allowed?<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"load-test\">\n<h2> Load Test <\/h2>\n<div class=\"text-content\">\n<h5>A. Do we need to perform load test?<\/h5>\n<p>Is load test results a deliverable?<\/p>\n<h5>B. What is the expected number of concurrent users?<\/h5>\n<p>Large number of concurrent users will require more performance or special network connection handling<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"functional\">\n<h2> Functional: <\/h2>\n<\/section>\n<section id=\"push-notification-service\">\n<h2> Push Notification Service <\/h2>\n<div class=\"text-content\">\n<h5>Which push services will be used?<\/h5>\n<p>A. Android<br \/>1. Google push service<br \/>2. 3rd party push service, please specify<br \/>Push notification to Android devices in China require using third party push notification services<\/p>\n<p>B. iOS<br \/>1. Push certificate handling<br \/>2. 3rd party push service (e.g. Urban airship)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"push-notification-requirement\">\n<h2> Push Notification Requirement <\/h2>\n<div class=\"text-content\">\n<h5>Requirements for push notification behavior<\/h5>\n<p>For all projects:<br \/>1. Does it need an inbox section in the app?<br \/>2. Will there be public push messages or does user need to login to see the messages\/inbox?<br \/>3. Public message need to be shown inside Inbox?<\/p>\n<p>iOS specific<br \/>1. Notification will not show when app is foreground, need to implement if needed<\/p>\n<p>Analytics<br \/>1. Do we need to track push notifications behavior?<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sns-loginconnect\">\n<h2> SNS Login\/Connect <\/h2>\n<div class=\"text-content\">\n<h5>A. Please list&nbsp;any social network login&nbsp;function needed<\/h5>\n<p>1. Facebook<br \/>2. Twitter<br \/>3. Google+<br \/>4. Weibo<br \/>5. QQ<\/p>\n<h5>B. What kind of info to get from social network after login.<\/h5>\n<p>1. Profile Pic<br \/>2. Name<br \/>3. Birthday<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sns-sharing\">\n<h2> SNS Sharing <\/h2>\n<div class=\"text-content\">\n<h5>Please list&nbsp;any social networks sharing function needed<\/h5>\n<p>1. Facebook<br \/>2. Twitter<br \/>3. Instagram<br \/>4. Google+<br \/>5. Pinterest<br \/>6. Email<br \/>7. Weibo<br \/>8. QQ<\/p>\n<p>Note:<br \/>If no Facebook connect, need to use iOS native sharing function. Cannot use Facebook SDK.<br \/>Limitation for iOS native sharing, some social network is not available, e.g. WeChat<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"app-orientation-support\">\n<h2> App Orientation Support <\/h2>\n<div class=\"text-content\">\n<h5>Which orientation will the app support?<\/h5>\n<p>1. Landscape<br \/>2. Portrait<br \/>3. Both<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"map-service\">\n<h2> Map Service <\/h2>\n<div class=\"text-content\">\n<h5>Which of the following map services is preferred?<\/h5>\n<p>1. Google Maps (preferred for Android)<br \/>2. Apple Maps (preferred for iOS)<br \/>3. Baidu Maps (preferred for use in China)<\/p>\n<p>Google Maps is not available for use in China<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"app-maintenance-plan\">\n<h2> App Maintenance Plan <\/h2>\n<div class=\"text-content\">\n<h5>How is the app going to be maintain?<\/h5>\n<p>1. Content update frequency<br \/>a. This would affect the content update&nbsp;implementation method.&nbsp;A simple one should be suggested for a low frequency content update.&nbsp;If more frequent, will store less offline content<br \/>b. Content update frequency will also affect design and user flow (e.g. more frequent content updates will have suggestion function or filters)<\/p>\n<p>2. Amount of data for each update<br \/>If large amount of data needs to be updated each time, might need to add loading screen in the app for each update<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"smsemail-verification\">\n<h2> SMS\/Email verification <\/h2>\n<div class=\"text-content\">\n<h5>Verification process for signing up<\/h5>\n<p>Any SMS or email verification for sign up?<br \/>Verification will help reduce CS cases for lost passwords<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"analytics\">\n<h2> Analytics <\/h2>\n<div class=\"text-content\">\n<h5>Any Analytics service need to be installed?<\/h5>\n<p>1. Google Analytics with Google Tag Manager<br \/>2. Flurry<br \/>3. Mixpanel<\/p>\n<p>Need to specify what kind of events and actions need to be tracked.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"languages-support\">\n<h2> Languages Support <\/h2>\n<div class=\"text-content\">\n<h5>Which languages are supported by the app?<\/h5>\n<p>1. English<br \/>2. Traditional Chinese<br \/>3. Simplified Chinese<br \/>4. Others<\/p>\n<p>Note: By default app will use system language on first open if matches supported languages<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"single-sign-on\">\n<h2> Single Sign On <\/h2>\n<div class=\"text-content\">\n<h5>If project contains multiple apps, do we need to implement single sign on?<\/h5>\n<p>e.g. When sign in for Google apps, you only need to sign in for one app (e.g. Gmail) and will be signed in to all other services<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"multiple-login\">\n<h2> Multiple login <\/h2>\n<div class=\"text-content\">\n<h5>Can user login on many devices simultaneously?<\/h5>\n<p>1. Will user be kicked out from one device if login on another device?<br \/>2. Does user account bind to one device only?<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"reporting\">\n<h2> Reporting <\/h2>\n<div class=\"text-content\">\n<h5>Specify reporting requirements<\/h5>\n<p>1. Segmentation\/Filtering<br \/>2. Types of report<br \/>e.g. User Report<br \/>3. Report generation\/download\/export flow<br \/>4. Any other special requirement<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"website-development\">\n<h2> Website Development <\/h2>\n<div class=\"text-content\">\n<h5>A. Is there any preference for website development &nbsp;programming language?<\/h5>\n<p>1. HTML<br \/>2. PHP<\/p>\n<h5>B. Does website need to be responsive?<\/h5>\n<h5>C. Can we use CMS services?<\/h5>\n<p>1. Webflow<br \/>2. WordPress<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"accessibility\">\n<h2> Accessibility <\/h2>\n<div class=\"text-content\">\n<h5>Does the client require the app to be accessible to people with disabilities?<\/h5>\n<p>Certain guidelines such as&nbsp;<a href=\"https:\/\/www.google.com.hk\/url?sa=t&amp;rct=j&amp;q=&amp;esrc=s&amp;source=web&amp;cd=3&amp;cad=rja&amp;uact=8&amp;ved=0ahUKEwjRg4rClJDOAhWGJZQKHarmBh0QFgguMAI&amp;url=https%3A%2F%2Fwww.w3.org%2FWAI%2Fintro%2Fwcag&amp;usg=AFQjCNF42ZHjdWHvsyOduEgofjzpnNXx6A&amp;sig2=3lvrWtiq4mL6g1nph7LI0w\" target=\"_blank\" rel=\"nofollow noopener\">Web Content Accessibility Guidelines (<strong>WCAG<\/strong>)&nbsp;<\/a>must be adhere.<\/p>\n<p>The product might undergo auditing and require buffer time before release if accessibility requirements are enforced.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"cms-ui-design\">\n<h2> CMS UI Design <\/h2>\n<\/section>\n<section id=\"others\">\n<h2> Others: <\/h2>\n<\/section>\n<section id=\"security-auditing-phase\">\n<h2> Security Auditing Phase <\/h2>\n<div class=\"text-content\">\n<h5>Does client require regular security auditing?<\/h5>\n<p>e.g. Do we require Penetration Test, Audit Log<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"source-code-handling\">\n<h2> Source Code Handling <\/h2>\n<div class=\"text-content\">\n<h5>Is client buying source code?<\/h5>\n<p>If yes, need to prepare for formatting and instructions.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"developer-account\">\n<h2> Developer Account <\/h2>\n<div class=\"text-content\">\n<h5>A. Are the developers account ready?<\/h5>\n<p>1. Apple developer account<br \/>2. Google developer account<\/p>\n<h5>B. Will client create a developer role for us for both Apple and Google for app submission?<\/h5>\n<p>Apple Developer Account Roles:<br \/><a href=\"https:\/\/developer.apple.com\/support\/roles\/\" target=\"_blank\" rel=\"nofollow noopener\">https:\/\/developer.apple.com\/support\/roles\/<\/a><br \/>For Apple developer account, they could add us as member for allowing access.<\/p>\n<p>1. Will client be responsible for app submission?<br \/>2. Will we need to provide app submission guide if so?<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"platform-specific-design-needed\">\n<h2> Platform specific design needed <\/h2>\n<div class=\"text-content\">\n<p>Material design for Android version<\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Operation: Client Stakesholder Client Operation Flow 3rd Party Vendor Internal or External Users Technical: Device OS\/Browser Support Please reference the following link for support version suggestions: http:\/\/developer.android.com\/about\/dashboards\/index.htmlhttps:\/\/developer.apple.com\/support\/app-store\/https:\/\/david-smith.org\/iosversionstats\/ A. iOS OS support 1. iOS 7.0 or above&nbsp;(!! NOTE: iPhone 4 is still supported in iOS 7, designers need to aware for small screen estate!!)2. iOS 8.0 [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"50","template_description":"","template_id":"vI6LBPEpgiuzg4By0oNIZA","task_0":"Operation:","task_slug_0":"operation","task_1":"Client Stakesholder","task_slug_1":"client-stakesholder","task_2":"Client Operation Flow","task_slug_2":"client-operation-flow","task_3":"3rd Party Vendor","task_slug_3":"3rd-party-vendor","task_4":"Internal or External Users","task_slug_4":"internal-or-external-users","task_5":"Technical:","task_slug_5":"technical","task_6":"Device OS\/Browser Support","task_slug_6":"device-osbrowser-support","task_7":"Geolocation of the Target 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