30-Minute Internal Tools Scoping Worksheet

Use this worksheet with your stakeholders to gather the minimum viable scope for an internal workflow or automation. Capture what success looks like, who participates, and which systems are required before you hop into a scoping chat with Axiom.

01 · Business Context

Problem statement Primary users

02 · Data & Systems

Authoritative data sources Required integrations Approval owners

03 · Definition of Done

List the three reports or workflows that prove the tool solved the problem.
Capture compliance or procurement artifacts you must hand back (SOC2 packet, QA evidence, etc.).
Specify warranty expectations (e.g., 30-day bug window, runbook handoff).

Tip: Time-box interviews to 10 minutes per stakeholder. Copy these prompts into a shared doc, capture answers, and send it with your request so we can quote the build the same day.