Universal brief template for IT company

About project

My goal was to create a convenient algorithm in a universal format for clients to fill out the brief, depending on the service they require, and also to improve data collection and filtering for project managers.

Introduction to the policy and requirements

Before starting to work with the form, the user familiarizes themselves with the company's policy and then proceeds to the initial stage of collecting company information ('Company information').

Company information

On the initial form, the user is provided with both mandatory fields to fill out and optional ones that they can skip. In this form, I have selected the fields necessary for presenting the company.

Contacts information

During the contact information stage, the user fills out fields for providing their contact details and can also choose a convenient time, date, and communication method for further correspondence.

Budget

In the Budget stage, everything is straightforward. The user selects an approximate budget they are willing to allocate for the project.

Service

Next, depending on the user's service selection, a corresponding form is provided. Most of the following forms share similarities, and I will display the longest form for the full development service with design.

General information

In this case, this is a comprehensive collection of necessary data to understand the full implementation of the project.

Attachments of additional files/links

After completing the general information, the user can add additional links and files that are required.

Additional comments

At the final stage, the user is given the option to add comments if desired or to complete the brief.

Success

Afterward, a message appears indicating successful completion of actions, accompanied by an illustration to uplift the user's spirits.

Detail User flow

Other forms include the "General page" according to the selected service.

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